Invoice Banker in India New Delhi –Free Word Template Download with AI
OFFICIAL BANKING SERVICES DOCUMENT
Professional Banking & Financial Advisory Services
Registered Office: 14, Connaught Place, New Delhi, India – 110001
| Sr. No. | Description of Banking Services Rendered by the Banker | Period | Rate (INR) | Amount (INR) |
|---|---|---|---|---|
| 1 | Comprehensive credit facility structuring and working capital loan advisory provided by the Banker for the client's textile manufacturing operations in India New Delhi | Apr – Jun 2025 | 1,25,000 | 1,25,000 |
| 2 | Trade finance documentation review, letter of credit negotiation, and export-import banking compliance advisory as performed by the Banker under the India New Delhi jurisdiction | Apr – Jun 2025 | 85,000 | 85,000 |
| 3 | Quarterly portfolio risk assessment and credit rating analysis conducted by the Banker for the client's existing debt instruments | Q2 2025 | 60,000 | 60,000 |
| 4 | Regulatory compliance filing support with the Reserve Bank of India (RBI) and tax advisory on banking transactions as mandated for entities operating in India New Delhi | Apr – Jun 2025 | 45,000 | 45,000 |
| 5 | On-site consultation and strategic banking relationship management by the Banker at the client's premises in New Delhi, India (3 sessions) | May 2025 | 25,000 | 75,000 |
| 6 | Preparation of the annual banking audit report and financial health certificate issued by the Banker for submission to the client's board of directors | Jun 2025 | 50,000 | 50,000 |
| Subtotal | ₹ 4,40,000.00 |
| GST @ 18% (as applicable in India New Delhi) | ₹ 79,200.00 |
| Convenience Fee / Processing Charges | ₹ 5,000.00 |
| Less: Early Payment Discount (2%) | (₹ 8,800.00) |
| Grand Total Payable | ₹ 5,15,400.00 |
Terms and Conditions of this Invoice
- This Invoice is issued by the undersigned Banker, Mr. Arjun Mehta, acting in his professional capacity as a licensed banking advisor registered under the Reserve Bank of India, for services rendered to the client in India New Delhi.
- Payment of the total amount stated in this Invoice shall be made within fifteen (15) calendar days from the date of issue. Failure to remit payment by the due date shall attract a late payment interest of 1.5% per month, compounded monthly, as per the Banking Regulation Act, 1934, applicable in India New Delhi.
- All banking services described in this Invoice have been performed in strict compliance with the guidelines issued by the Reserve Bank of India, the Securities and Exchange Board of India (SEBI), and the Income Tax Department of India, New Delhi.
- The Banker reserves the right to withhold final certification documents until full and complete payment of this Invoice is received in the designated bank account mentioned above.
- This Invoice is valid for a period of ninety (90) days from the date of issue. Any dispute arising from the services rendered shall be subject to the exclusive jurisdiction of the courts in New Delhi, India.
- All personal data and financial information exchanged in connection with this Invoice shall be handled in accordance with the Digital Personal Data Protection Act, 2023, as enforced in India New Delhi.
- The Banker confirms that all advisory services have been delivered with due diligence, professional judgment, and in the best interest of the client, in accordance with the ethical code of conduct prescribed by the Indian Institute of Bankers, New Delhi.
Mr. Arjun Mehta, Senior Banker
Mehta & Associates Banking Advisory LLP
New Delhi, India Received & Accepted By – Client
Ms. Priya Sharma, CFO
Sharma Textiles Pvt. Ltd.
New Delhi, India ⬇️ Download as DOCX Edit online as DOCX
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