Quotation Estimate Banker in Pakistan Karachi –Free Word Template Download with AI
Professional Banker Services & Financial Advisory | Pakistan Karachi
| Quotation No. | QTE-KHI-2025-04782 | Date of Issue | 15 June 2025 |
| Validity Period | 30 Calendar Days | Currency | Pakistani Rupee (PKR) |
| Service Location | Business Bay, Clifton, Karachi, Sindh, Pakistan | Prepared By | Al-Haramain Financial Advisory (Pvt.) Ltd. |
This Quotation Estimate is formally issued by Al-Haramain Financial Advisory (Pvt.) Ltd., a registered financial services firm operating in Pakistan Karachi, to provide a comprehensive and itemized cost breakdown for the engagement of a dedicated Banker and senior financial advisory professional. This document serves as the official pricing reference for the client and outlines the full scope of banking and financial services to be delivered within the metropolitan area of Karachi, Sindh, Pakistan.
The Banker services described herein are tailored to meet the regulatory requirements of the State Bank of Pakistan (SBP), the Securities and Exchange Commission of Pakistan (SECP), and all applicable local financial regulations governing banking operations in Pakistan Karachi. This Quotation Estimate reflects current market rates as of the date of issue and is subject to revision in the event of significant changes in the Pakistani financial landscape.
The engaged Banker shall provide the following professional services to the client in Pakistan Karachi:
- Corporate Banking Advisory: End-to-end guidance on corporate account structures, trade finance facilities, letter of credit (LC) management, and foreign exchange operations compliant with SBP regulations in Karachi.
- Loan & Credit Structuring: Assessment, structuring, and negotiation of term loans, working capital facilities, and project finance with commercial and Islamic banks operating in Pakistan Karachi.
- Regulatory Compliance & Reporting: Ensuring all banking transactions and financial reporting adhere to the Banking Companies Ordinance 1962, AML/CFT directives, and SECP filing requirements specific to the Karachi jurisdiction.
- Treasury & Cash Management: Daily liquidity planning, interbank fund transfers, and optimization of deposit and investment portfolios for the client's operations in Pakistan Karachi.
- Islamic Banking Solutions: Structuring of Murabaha, Ijara, Musharaka, and Wakala-based financial products in alignment with the client's preference for Shariah-compliant banking in Karachi.
- Trade Finance & Export-Import Banking: Facilitation of LCs, bank guarantees, and export credit insurance through partner banks in the Karachi Port and Karachi International Airport corridors.
- Periodic Financial Review: Monthly and quarterly review meetings conducted at the client's premises in Karachi or at our office in Business Bay, Clifton, Karachi.
| Sr. # | Service / Item Description | Duration / Frequency | Rate (PKR) | Total (PKR) |
|---|---|---|---|---|
| 1 | Senior Banker – Monthly Retainer (Full-time dedicated) | 12 Months | 450,000 / month | 5,400,000 |
| 2 | Corporate Banking Advisory & Account Setup | One-time | 185,000 | 185,000 |
| 3 | Loan Structuring & Bank Negotiation (per facility) | Up to 3 facilities | 120,000 / facility | 360,000 |
| 4 | Trade Finance & LC Management (per transaction) | Up to 10 transactions | 45,000 / transaction | 450,000 |
| 5 | Regulatory Compliance & SBP/SECP Filing Support | 12 Months | 95,000 / month | 1,140,000 |
| 6 | Treasury & Cash Management (daily operations) | 12 Months | 65,000 / month | 780,000 |
| 7 | Islamic Banking Product Structuring (per product) | Up to 2 products | 150,000 / product | 300,000 |
| 8 | Monthly Financial Review Meetings & Reporting | 12 Months | 35,000 / month | 420,000 |
| 9 | Travel & Local Transportation within Karachi | 12 Months | 25,000 / month | 300,000 |
| 10 | Administrative & Documentation Support | 12 Months | 40,000 / month | 480,000 |
| Subtotal (PKR) | 9,815,000 | |||
| Sales Tax @ 18% (as applicable in Sindh, Pakistan) | 1,766,700 | |||
| Grand Total (PKR) | 11,581,700 | |||
- This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. Beyond this period, pricing may be revised to reflect changes in the Pakistan Karachi financial market.
- Payment terms: 40% advance upon acceptance of this quotation, 30% upon commencement of the Banker's engagement, and the remaining 30% payable in equal monthly installments over the contract period.
- All payments shall be made in Pakistani Rupees (PKR) via bank transfer to our designated account at HBL, Clifton Branch, Karachi, Pakistan.
- The Banker shall maintain strict confidentiality of all client financial data in accordance with the Pakistan IT Act 2002 and SBP data protection guidelines.
- This engagement is governed by the laws of the Islamic Republic of Pakistan, and any disputes shall be resolved through arbitration in Karachi, Sindh, in accordance with the Arbitration Act 1940.
- The client agrees to provide all necessary documentation, trade references, and financial statements in a timely manner to enable the Banker to perform duties efficiently in Pakistan Karachi.
- Any additional services beyond the scope outlined in this Quotation Estimate shall be subject to a separate written amendment and additional charges.
- This quotation does not constitute a binding contract until both parties have executed the formal Service Agreement.
By signing below, the client acknowledges receipt of this Quotation Estimate and agrees to the terms, scope, and pricing outlined for the engagement of the Banker in Pakistan Karachi. This acceptance does not constitute a final contract but serves as a mutual expression of intent to proceed with the formal Service Agreement.
For Al-Haramain Financial Advisory (Pvt.) Ltd.Authorized Signatory
Karachi, Pakistan
Date: _______________ For the Client
Authorized Signatory
Karachi, Pakistan
Date: _______________ ⬇️ Download as DOCX Edit online as DOCX
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