Purchase Order Financial Analyst in India New Delhi –Free Word Template Download with AI

This Purchase Order is issued by Meridian Capital Advisory Pvt. Ltd., a registered entity operating out of India New Delhi, to formally procure the professional services of a qualified Financial Analyst through Apex Analytics & Consulting LLP. The engagement is structured to support the buyer's quarterly financial reporting, portfolio performance evaluation, and strategic investment modeling activities. All deliverables under this Purchase Order shall be executed in compliance with the regulatory frameworks governing financial services in India New Delhi, including but not limited to the guidelines issued by the Securities and Exchange Board of India (SEBI) and the Income Tax Act, 1961.

The Financial Analyst engaged under this Purchase Order shall perform the following duties and deliverables:

All on-site deliverables, meetings, and physical document handovers associated with this Purchase Order shall take place at the buyer's registered office located in India New Delhi, specifically at 14th Floor, Tower B, Cyber Hub, Connaught Place, New Delhi – 110001. The Financial Analyst is expected to maintain a minimum of two (2) full working days per week at this India New Delhi location. Remote work from any other location within India New Delhi or its National Capital Territory (NCT) is permissible for the remaining working days, subject to prior written approval from the buyer's project manager.

• Payment Schedule: The total value of this Purchase Order shall be disbursed in three (3) equal installments of ₹17,70,000 (INR Seventeen Lakh Seventy Thousand only) each, payable at the end of Month 4, Month 8, and Month 12 of the engagement period.
• Payment Method: All payments shall be made via NEFT/RTGS to the seller's designated bank account. The buyer shall issue a valid tax invoice referencing this Purchase Order number (IND/DEL/FA/2025/00472) prior to each disbursement.
• Tax Compliance: The seller shall ensure that all applicable taxes, including Goods and Services Tax (GST) at 18% and any TDS deductions as mandated under the Income Tax Act for services rendered in India New Delhi, are correctly reflected on the invoice.
• Payment Due Date: Each installment is due within fifteen (15) calendar days from the date of receipt of a valid invoice. Late payments shall attract interest at 1.5% per month as per the terms of this Purchase Order.

The Financial Analyst assigned to this Purchase Order must hold a minimum of a Master's degree in Finance, Chartered Accountancy (CA), or a CFA (Chartered Financial Analyst) designation. The analyst must possess a minimum of five (5) years of post-qualification experience in financial modeling, equity research, or corporate finance. The Financial Analyst shall be bound by a Non-Disclosure Agreement (NDA) and a Non-Compete clause for a period of twelve (12) months following the conclusion of this engagement. All work products, data sets, and analytical models generated under this Purchase Order shall remain the exclusive intellectual property of the buyer.

This Purchase Order shall remain valid for a period of ninety (90) days from the date of issue. Either party may cancel this Purchase Order with a written notice of thirty (30) days. In the event of cancellation, the seller shall be compensated for all services rendered up to the date of cancellation at the pro-rata rate specified herein. This Purchase Order and all disputes arising therefrom shall be governed by and construed in accordance with the laws of India, and the exclusive jurisdiction of the competent courts in India New Delhi shall apply. Arbitration, if required, shall be conducted in India New Delhi in accordance with the Arbitration and Conciliation Act, 1996.

By signing below, both parties acknowledge and agree to all terms, conditions, and specifications outlined in this Purchase Order for the engagement of the Financial Analyst in India New Delhi. This document constitutes a binding commercial agreement between the two parties.