Invoice Financial Analyst in India New Delhi –Free Word Template Download with AI
14th Floor, Tower B, Cyber Hub Business Park
District Centre, India New Delhi – 110002
GSTIN: 07AAKCM4821F1Z5
Phone: +91-11-4567-8901 | Email: [email protected]
Invoice No: MA/2025/0487
Date of Issue: 15 June 2025
Due Date: 30 June 2025
Place of Supply: India New Delhi
| S.No. | Description of Financial Analyst Services | Rate (INR) | Qty / Hrs | GST % | Amount (INR) |
|---|---|---|---|---|---|
| 1 | Comprehensive Financial Analyst engagement for quarterly portfolio performance analysis, including ratio analysis, variance reporting, and peer benchmarking for Aravind Capital's equity portfolio spanning 240+ holdings across NSE and BSE listed entities in India New Delhi and national markets. | ₹ 1,850 | 48 hrs | 18% | ₹ 88,800 |
| 2 | Preparation of detailed Financial Analyst report on sector-wise revenue projections, EBITDA margin trends, and capital expenditure forecasting for the FY 2025-26 period. Includes sensitivity analysis and Monte Carlo simulation modelling for three distinct market scenarios. | ₹ 2,200 | 36 hrs | 18% | ₹ 79,200 |
| 3 | Financial Analyst advisory on debt restructuring options and refinancing strategies. Includes preparation of cash flow waterfall models, DSCR calculations, and lender presentation materials for the proposed ₹450 Cr term loan facility. | ₹ 2,500 | 24 hrs | 18% | ₹ 60,000 |
| 4 | Monthly Financial Analyst dashboard development and maintenance. Includes automated data ingestion from Tally ERP, Power BI visualisation setup, KPI tracking modules, and executive summary generation for the board of directors meeting held in India New Delhi. | ₹ 1,200 | 60 hrs | 18% | ₹ 72,000 |
| 5 | Due diligence support as Financial Analyst for the proposed acquisition of a mid-cap manufacturing entity. Includes historical financial statement analysis, working capital normalisation, pro-forma consolidation modelling, and risk assessment memorandum. | ₹ 3,000 | 40 hrs | 18% | ₹ 1,20,000 |
| 6 | Regulatory compliance review and tax planning analysis. Financial Analyst assessment of TDS implications, GST reconciliation for the quarter, and transfer pricing documentation support in accordance with CBDT guidelines applicable in India New Delhi jurisdiction. | ₹ 1,600 | 20 hrs | 18% | ₹ 32,000 |
| Subtotal (Excluding GST) | ₹ 4,52,000.00 |
| GST @ 18% (CGST 9% + SGST 9%) | ₹ 81,360.00 |
| Less: Advance Received (Ref: ADV/2025/0112) | (₹ 1,00,000.00) |
| Grand Total Payable | ₹ 4,33,360.00 |
Payment Instructions
Mode of Payment: NEFT / RTGS / IMPS / UPI
Bank Name: State Bank of India, Connaught Place Branch, India New Delhi
Account Name: Meridian Analytics & Advisory Pvt. Ltd.
Account No: 30456789123456
IFSC Code: SBIN0001234
UPI ID: meridiananalytics@okaxis
Please quote Invoice No. MA/2025/0487 in the payment remarks field. This Invoice is valid for 15 days from the date of issue. Late payments shall attract interest at 1.5% per month as per the terms of the master service agreement dated 01 January 2025.
Important Notes & Terms
- This Invoice has been issued in accordance with the Goods and Services Tax (GST) Act, 2017, and all applicable provisions of the Central Board of Indirect Taxes and Customs (CBIC) for services rendered in India New Delhi.
- The Financial Analyst services described herein are classified under SAC 998359 (Other Business Advisory Services) and are subject to 18% GST as per the prevailing tax slab.
- All deliverables, including Financial Analyst reports, models, and dashboards, remain the intellectual property of Meridian Analytics & Advisory Pvt. Ltd. until full payment of this Invoice is received.
- The client is requested to verify the line items and quantities. Any discrepancies must be reported within 7 working days of receipt of this Invoice.
- This Invoice does not constitute a tax audit report or a statutory certification. The Financial Analyst outputs are advisory in nature and should be reviewed by the client's internal audit team before final decision-making.
- For any queries regarding this Invoice or the scope of Financial Analyst engagement, please contact the billing department at [email protected] or +91-11-4567-8901 (Mon–Fri, 10:00 AM to 6:00 PM IST).
Authorised Signatory
Meridian Analytics & Advisory Pvt. Ltd.
India New Delhi
Received & Accepted
Aravind Capital Management LLP
India New Delhi
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