Invoice Financial Analyst in India Bangalore –Free Word Template Download with AI
Registered Office: 4th Floor, Prestige Tech Park, Outer Ring Road
India Bangalore, Karnataka 560103
GSTIN: 29AAACA1234B1Z5
Phone: +91-80-4567-8900 | Email: [email protected]
Billed To
Meridian Capital Holdings Ltd.
Attention: Mr. Rajesh Kumar, Chief Financial Officer
21st Floor, WeWork Galaxy, MG Road
India Bangalore, Karnataka 560001
GSTIN: 29AABCM5678C1Z2
Phone: +91-80-2345-6789
Service Provider
Apex Financial Advisory Pvt. Ltd.
Lead Consultant: Dr. Ananya Sharma, CFA
Financial Analyst Division
4th Floor, Prestige Tech Park, ORR
India Bangalore, Karnataka 560103
Phone: +91-80-4567-8900
| Sr. No. | Description of Service | Period | Rate (INR) | Amount (INR) |
|---|---|---|---|---|
| 1 | Senior Financial Analyst – Quarterly Financial Modelling & Valuation Analysis for Meridian Capital Holdings Ltd. This engagement includes preparation of discounted cash flow models, peer comparison analysis, and sensitivity assessments conducted by a dedicated Financial Analyst team based in India Bangalore. | Apr – Jun 2025 | 1,85,000 | 5,55,000 |
| 2 | Financial Analyst – Monthly Revenue Forecasting & Variance Reporting. The assigned Financial Analyst will deliver detailed month-over-month variance reports, revenue pipeline analysis, and forward-looking projections aligned with the client's strategic objectives in the India Bangalore market. | Apr – Jun 2025 | 95,000 | 2,85,000 |
| 3 | Financial Analyst – Due Diligence Support for Proposed Acquisition. Comprehensive financial due diligence including historical P&L reconstruction, working capital analysis, and risk assessment performed by a certified Financial Analyst specializing in M&A transactions in India Bangalore. | May – Jun 2025 | 2,40,000 | 4,80,000 |
| 4 | Financial Analyst – Board Presentation & Investor Relations Support. Preparation of board-level financial presentations, investor data rooms, and quarterly earnings call materials by the Financial Analyst team. All deliverables are tailored to the regulatory and market standards applicable in India Bangalore. | Jun 2025 | 75,000 | 75,000 |
| 5 | Financial Analyst – Tax Planning & Regulatory Compliance Advisory. Advisory services on GST, TDS, and corporate tax implications for the client's India Bangalore operations, delivered by a specialized Financial Analyst with expertise in Indian tax law and SEBI compliance frameworks. | Apr – Jun 2025 | 60,000 | 1,80,000 |
| Subtotal (INR) | 15,75,000.00 |
| GST @ 18% (INR) | 2,83,500.00 |
| TDS Deduction @ 10% (INR) | (1,57,500.00) |
| Net Payable Amount (INR) | 16,01,000.00 |
Payment Details
Bank Name: HDFC Bank, India Bangalore – Koramangala Branch
Account Name: Apex Financial Advisory Pvt. Ltd.
Account Number: 50200045678901
IFSC Code: HDFC0000123
SWIFT Code: HDFCINBB
Payment Mode: NEFT / RTGS / IMPS / Cheque (drawn in favour of "Apex Financial Advisory Pvt. Ltd.")
Reference: Please quote Invoice No. AFA/2025/00472 in all payment communications.
Terms & Conditions of This Invoice
- This Invoice is issued in accordance with the Goods and Services Tax (GST) Act, 2017, and applicable Indian tax regulations governing professional services rendered in India Bangalore.
- The total amount stated in this Invoice is payable within 15 (fifteen) calendar days from the date of issue. Late payments shall attract interest at 1.5% per month or the maximum rate permitted under Indian law, whichever is lower.
- All Financial Analyst services described in this Invoice have been performed in strict compliance with the Institute of Chartered Accountants of India (ICAI) code of ethics and SEBI guidelines applicable to financial advisory engagements in India Bangalore.
- The Financial Analyst team assigned to this engagement shall maintain strict confidentiality of all financial data, proprietary models, and business information shared by the client. This obligation survives the completion of services by a period of three years.
- Any disputes arising from this Invoice shall be subject to the exclusive jurisdiction of the competent courts in India Bangalore, Karnataka, India.
- This Invoice is valid for 30 days from the date of issue. After the expiry of this period, the client is requested to contact the billing department at Apex Financial Advisory Pvt. Ltd., India Bangalore, for a revised Invoice if the services have not yet been rendered.
- All amounts are in Indian Rupees (INR). The Financial Analyst deliverables are subject to the scope of work defined in the master service agreement dated 01 March 2025 between the parties.
- Apex Financial Advisory Pvt. Ltd. reserves the right to revise the rates for subsequent billing cycles with 30 days' prior written notice, in line with prevailing market conditions in India Bangalore.
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