Invoice Financial Analyst in India Mumbai –Free Word Template Download with AI
12th Floor, Tower B, BKC, Bandra Kurla Complex
Mumbai, Maharashtra 400051, India
GSTIN: 27AABCM1234F1Z5
Phone: +91-22-4567-8900 | Email: [email protected]
Billed To
Client: Nexus Capital Advisors LLP
Address: 4th Floor, Trade World, Nariman Point
Mumbai, Maharashtra 400021, India
GSTIN: 27AAACN5678K1Z2
Attention: Mr. Rajesh Sharma, CFO
Email: [email protected]
Service Provider
Consultant: Dr. Ananya Deshmukh
Designation: Senior Financial Analyst
Specialization: Corporate Finance & Risk Modelling
Location: India Mumbai
Engagement Ref: NCA-FA-2025-Q2
Contract Period: 01 Apr 2025 – 30 Jun 2025
This Invoice is issued by Meridian Analytics Pvt. Ltd., a registered professional services firm headquartered in India Mumbai, for the engagement of a qualified Financial Analyst to provide comprehensive financial modelling, portfolio analysis, and strategic advisory services to Nexus Capital Advisors LLP. The Financial Analyst has been deployed on a full-time basis for the quarter ending 30 June 2025, delivering all deliverables as per the Statement of Work (SOW) annexed to the master service agreement dated 28 March 2025.
| # | Description of Service | Rate (INR) | Qty / Hrs | Taxable Value (INR) | GST % | Amount (INR) |
|---|---|---|---|---|---|---|
| 1 | Financial Analyst – Quarterly Financial Modelling & Forecasting (DCF, LBO, Sensitivity Analysis) | ₹ 1,850 | 160 | ₹ 2,96,000.00 | 18% | ₹ 3,49,280.00 |
| 2 | Financial Analyst – Portfolio Performance Review & Risk Assessment Report | ₹ 1,850 | 80 | ₹ 1,48,000.00 | 18% | ₹ 1,74,640.00 |
| 3 | Financial Analyst – Regulatory Compliance & SEBI Filing Support (India Mumbai jurisdiction) | ₹ 1,650 | 48 | ₹ 79,200.00 | 18% | ₹ 93,456.00 |
| 4 | Financial Analyst – Board Presentation & Investor Relations Data Pack Preparation | ₹ 2,100 | 24 | ₹ 50,400.00 | 18% | ₹ 59,472.00 |
| 5 | Travel & Local Transportation within India Mumbai (BKC to Nariman Point, client site visits) | — | 1 | ₹ 12,500.00 | 18% | ₹ 14,750.00 |
| Subtotal (Taxable Value) | ₹ 5,86,100.00 |
| GST @ 18% (CGST 9% + SGST 9%) | ₹ 1,05,498.00 |
| Less: Advance Payment Received (Ref: ADV/2025/0012) | (₹ 1,00,000.00) |
| Net Payable Amount | ₹ 6,91,598.00 |
Invoice Terms & Conditions
- This Invoice must be settled within 15 days from the date of issue (i.e., on or before 30 June 2025) via NEFT/RTGS to the bank account mentioned below. Late payments shall attract interest at 1.5% per month as per the master agreement.
- The Financial Analyst services rendered are subject to the confidentiality and non-disclosure provisions outlined in the NDA executed on 28 March 2025. All data, models, and reports prepared by the Financial Analyst remain the intellectual property of Nexus Capital Advisors LLP upon full payment of this Invoice.
- GST has been charged at the applicable rate of 18% as per the Central Goods and Services Tax Act, 2017, applicable to professional services rendered in India Mumbai. This Invoice is issued under the reverse charge mechanism where applicable.
- Any disputes arising from this Invoice shall be governed by the laws of India and subject to the exclusive jurisdiction of the competent courts in Mumbai, Maharashtra.
- This Invoice is valid for 90 days from the date of issue. After this period, a revised Invoice may be issued reflecting any applicable statutory changes.
Bank Account for Payment
Account Name: Meridian Analytics Pvt. Ltd.
Bank: HDFC Bank, BKC Branch, Mumbai
Account No: 50200012345678
IFSC Code: HDFC0000123
SWIFT: HDFCINBB
Authorized Signatory
___________________________
Dr. Ananya Deshmukh
Senior Financial Analyst
Meridian Analytics Pvt. Ltd., India Mumbai
Digitally signed on 15 June 2025
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