Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Financial Consultant Contract
"I need a Financial Consultant Contract for engaging a boutique consulting firm to provide ongoing investment advisory services to our tech startup in Bangalore, with a success-based fee structure and quarterly performance reviews starting March 2025."
1. Parties: Identification of the client and the financial consultant, including registration details and SEBI license information
2. Background: Context of the engagement and brief description of the client's requirements for financial consulting services
3. Definitions: Key terms used throughout the agreement including 'Services', 'Confidential Information', 'Deliverables', and 'Intellectual Property Rights'
4. Scope of Services: Detailed description of financial consulting services to be provided, including specific deliverables and exclusions
5. Term: Duration of the agreement and conditions for renewal
6. Consultant's Obligations: Key responsibilities, professional standards, and regulatory compliance requirements
7. Client's Obligations: Responsibilities of the client, including providing necessary information and cooperation
8. Fees and Payment Terms: Compensation structure, payment schedule, expenses, and tax implications
9. Confidentiality: Obligations regarding confidential information and client data protection
10. Intellectual Property Rights: Ownership of deliverables and pre-existing intellectual property
11. Compliance and Regulatory Requirements: SEBI compliance requirements and other applicable regulatory obligations
12. Representations and Warranties: Statements of fact and promises made by both parties
13. Limitation of Liability: Caps on liability and exclusions of certain types of damages
14. Termination: Grounds for termination, notice periods, and post-termination obligations
15. General Provisions: Standard clauses including notices, governing law, dispute resolution, and force majeure
1. Non-Compete: Restrictions on consultant's ability to work with competing clients - include when dealing with sensitive industry sectors or proprietary strategies
2. Insurance: Requirements for professional indemnity and other insurance coverage - include for high-value consulting arrangements
3. Performance Metrics: Specific KPIs and performance evaluation criteria - include when success-based fees are involved
4. Training and Knowledge Transfer: Obligations for training client's staff - include when knowledge transfer is part of the engagement
5. Sub-contracting: Terms governing the use of sub-contractors - include when the consultant may need to engage other experts
6. Data Protection: Detailed data protection and privacy obligations - include when handling personal financial data
7. Anti-Corruption: Specific anti-corruption and anti-bribery provisions - include for international clients or public sector work
1. Schedule 1 - Scope of Services: Detailed breakdown of specific financial consulting services to be provided
2. Schedule 2 - Fee Structure: Detailed fee calculations, rates, and payment milestones
3. Schedule 3 - Key Personnel: List of key consultant team members and their qualifications
4. Schedule 4 - Service Levels: Specific service standards and response times
5. Schedule 5 - Compliance Requirements: Detailed regulatory compliance requirements and procedures
6. Appendix A - Required Reports: Templates and formats for required financial reports and deliverables
7. Appendix B - Client Policies: Relevant client policies that consultant must comply with
Authors
Banking & Financial Services
Investment Management
Corporate Finance
Private Equity
Venture Capital
Insurance
Real Estate
Manufacturing
Technology
Healthcare
Retail
Infrastructure
Education
Professional Services
Startup Ecosystem
Legal
Finance
Procurement
Compliance
Risk Management
Treasury
Corporate Development
Operations
Human Resources
Executive Leadership
Chief Financial Officer
Finance Director
Financial Controller
Investment Advisor
Financial Consultant
Corporate Finance Manager
Treasury Manager
Financial Planning Analyst
Investment Manager
Risk Management Officer
Compliance Officer
Legal Counsel
Procurement Manager
Business Development Manager
Managing Director
CEO
Find the exact document you need
Medical Consultant Contract
An India-governed agreement establishing terms for medical consultation services between healthcare facilities and medical professionals, ensuring regulatory compliance and professional standards.
Job Consultancy Agreement
An Indian law-governed agreement establishing terms and conditions between a consultant and client company for professional consulting services.
Immigration Consultant Contract
An Indian law-governed agreement between immigration consultants and clients outlining immigration consulting services, responsibilities, and compliance requirements.
Supervision Consultancy Agreement
An Indian law-governed agreement establishing terms for professional supervision consultancy services, including scope, standards, and compliance requirements.
Generic Consulting Agreement
An Indian law-governed agreement establishing terms and conditions between consultants and clients for professional consulting services.
Recruitment Consultant Agreement
An India-governed agreement establishing the terms between a recruitment consultant and client company, outlining services, compensation, and compliance requirements.
General Conditions Of Contract For Consultancy Services
Standard terms and conditions document under Indian law for professional consultancy services, defining key rights and obligations between consultants and clients.
Contract Consultancy Services
An Indian law-governed agreement establishing terms and conditions for consultancy services between a service provider and client.
Client Consultant Agreement
An Indian law-governed agreement establishing terms and conditions between a client and consultant for professional services delivery.
Freelance Recruitment Consultant Agreement
An Indian law-governed agreement between a company and an independent recruitment consultant, establishing terms for recruitment services and consultant engagement.
Self Employed Contractor Agreement
An Indian law-governed agreement establishing terms between a client and independent contractor, defining service scope and maintaining contractor independence.
Self Employed Consultant Agreement
An Indian law-governed agreement establishing terms and conditions between a company and an independent consultant, ensuring proper independent contractor status and regulatory compliance.
Medical Consulting Agreement
An India-governed agreement establishing terms between a medical consultant and healthcare organization, including service scope, compliance, and professional standards.
Marketing Consultant Agreement
An Indian law-governed agreement between a marketing consultant and client company, defining marketing services, deliverables, and mutual obligations.
HR Consultant Retainer Agreement
An Indian law-governed agreement establishing terms for retained HR consulting services between a consultant/firm and client company.
Hourly Consulting Agreement
An Indian law-governed agreement establishing terms for hourly-based consulting services, including rates, scope, and compliance requirements.
Fixed Fee Consulting Agreement
An Indian law-governed agreement establishing a fixed-fee consulting arrangement with defined services, deliverables, and payment terms.
Freelance HR Consultant Agreement
An Indian law-governed agreement establishing terms and conditions between a client and an independent HR consultant for professional HR advisory services.
Consulting Non Compete Agreement
An Indian law-governed agreement establishing consulting terms and enforceable non-compete provisions during the engagement period.
Consultancy Agreement Between Two Companies
An Indian law-governed agreement establishing terms and conditions for consulting services between two companies.
Contract For Consulting Services
An Indian law-governed agreement establishing terms and conditions for professional consulting services, including scope, payments, and obligations.
Construction Management Consultant Agreement
An Indian law-governed agreement defining the terms and conditions for construction management consulting services, including scope, responsibilities, and compliance requirements.
Civil Engineering Consultancy Agreement
An Indian law-governed agreement defining the terms and conditions between a civil engineering consultant and client, including scope of services, obligations, and deliverables.
Chef Consultant Contract
An Indian law-governed consulting agreement for professional chefs providing culinary consulting services, including menu development and kitchen operations advisory.
Business Advisory Agreement
An Indian law-governed agreement establishing terms and conditions between a business advisor and client for professional advisory services.
HR Consulting Contract
An Indian law-governed agreement between an HR consultant and client organization defining HR consulting services, obligations, and terms of engagement.
Month To Month Consulting Agreement
An Indian law-governed agreement establishing a monthly renewable consulting relationship with clear terms, obligations, and exit provisions.
Owner Consultant Agreement
An Indian law-governed agreement between an owner and consultant establishing professional services terms, responsibilities, and deliverables.
Art Consultant Contract
An Indian law-governed agreement between an art consultant and client, outlining art advisory services, obligations, and terms of engagement.
Interior Design Consulting Agreement
An Indian law-governed agreement establishing terms and conditions between interior designers and clients for professional design services.
Legal Consultant Agreement
An Indian law-compliant agreement governing the professional relationship between legal consultants and their clients, outlining service terms and obligations.
Startup Consulting Agreement
An Indian law-governed agreement establishing terms for consulting services provided to startups, including scope, compensation, and key obligations.
Consultant Referral Agreement
An India-governed agreement establishing terms for consultant referral relationships, including process, compensation, and compliance requirements.
Consultant Profit Sharing Agreement
An Indian law-governed agreement establishing profit-sharing terms between a company and consultant, including service scope and financial arrangements.
Public Relations Consulting Agreement
An India-governed agreement establishing terms and conditions between a PR consultant/agency and client for professional PR services.
External Consultant Agreement
An Indian law-governed agreement establishing terms and conditions between a company and an external consultant as an independent contractor.
Consultant Non Disclosure Agreement
An Indian law-compliant non-disclosure agreement protecting confidential information shared with consultants.
Software Consulting Contract
An Indian law-governed agreement establishing terms for software consulting services, including scope, deliverables, and key obligations.
Real Estate Consulting Agreement
An Indian law-governed agreement establishing terms and conditions between a real estate consultant and client, outlining consulting services, compensation, and obligations.
International Consulting Contract
An Indian law-governed agreement establishing terms for international consulting services, including scope, payments, and compliance with cross-border regulations.
Design Consulting Contract
An Indian law-governed agreement between a design consultant and client establishing terms for professional design services, deliverables, and obligations.
Consulting For Equity Agreement
Indian law-compliant agreement for engaging consultants with equity compensation, addressing both consulting services and share issuance requirements.
Project Based Consulting Agreement
An Indian law-governed agreement establishing terms and conditions for project-based consulting services, including scope, deliverables, and payment terms.
Architect Consultant Agreement
An Indian law-governed agreement establishing the terms and conditions between an architect/architectural firm and their client for professional architectural services.
Restaurant Consulting Contract
An Indian law-governed agreement between restaurant consultants and owners/operators defining consulting services, terms, and obligations for restaurant improvement and development.
Marketing Contractor Agreement
An Indian law-governed agreement establishing terms between a company and marketing contractor, covering service scope, deliverables, and compliance requirements.
Finders Fee Consulting Agreement
An Indian law-governed agreement establishing terms for finder's services, including introduction criteria, fee structure, and payment conditions.
Education Consultant Contract
An India-compliant contract template for educational consulting services, governing professional relationships between consultants and educational institutions.
Consulting Commission Agreement
An Indian law-governed agreement establishing commission-based consulting arrangements between companies and consultants, outlining services, compensation, and mutual obligations.
Technical Consultant Agreement
An Indian law-governed agreement establishing terms for technical consulting services, including scope, deliverables, and compliance requirements.
Project Management Consultancy Services Agreement
An Indian law-governed agreement establishing terms for professional project management consultancy services, including scope, responsibilities, and commercial terms.
Exclusive Consulting Agreement
An exclusive consulting agreement governed by Indian law, establishing terms for professional services, exclusivity, and confidentiality between consultant and client.
Consultant Engagement Agreement
An Indian law-governed agreement establishing terms and conditions between a company and external consultant(s), defining services, payments, and professional relationship parameters.
Consultant Services Master Agreement
An Indian law-governed master agreement establishing terms for consulting services engagement, with provisions for specific work orders.
Engineering Consulting Agreement
An Indian law-governed agreement establishing terms and conditions for professional engineering consulting services between consultants and clients.
Consulting Subcontractor Agreement
An Indian law-governed agreement between a primary contractor and subcontractor for consulting services delivery, establishing terms, obligations, and compliance requirements.
Social Media Consultant Contract
An Indian law-governed agreement between a client and social media consultant outlining social media management services, responsibilities, and deliverables.
Business Consulting Contract
An Indian law-governed agreement establishing terms and conditions for professional consulting services between consultants and clients.
Consulting Referral Fee Agreement
An Indian law-governed agreement establishing terms for consulting referral fees and related compensation arrangements between consulting firms and referrers.
Independent Consultant Contract
An Indian law-governed agreement establishing terms between a client and independent consultant, ensuring legal compliance and protecting both parties' interests.
Construction Consulting Contract
An Indian law-governed agreement establishing terms and conditions for construction consulting services, including scope, obligations, and compliance requirements.
Business Development Consulting Agreement
An Indian law-governed agreement between a business development consultant and client company, outlining consulting services, terms, and obligations.
Management Consulting Contract
An Indian law-governed agreement establishing terms and conditions for management consulting services, defining the consultant-client relationship and project delivery framework.
Consultant Retainer Agreement
An Indian law-governed agreement establishing terms for ongoing consulting services between a consultant and client, including scope, payments, and obligations.
Success Fee Consulting Agreement
An Indian law-governed agreement establishing performance-based compensation terms between consultant and client, with success fee payment triggers and calculation methodology.
Sales Consultant Contract
An Indian law-governed agreement establishing terms and conditions between a company and an independent sales consultant, defining roles, responsibilities, and compensation.
Addendum To Consulting Agreement
An Indian law-compliant document that modifies an existing consulting agreement, addressing changes to scope, terms, or conditions while maintaining the original agreement's validity.
Advisory Board Consulting Agreement
An Indian law-governed agreement establishing terms and conditions for advisory board member engagement, including duties, compensation, and compliance requirements.
Investment Consulting Agreement
An Indian law-governed agreement establishing terms and conditions between an investment consultant and client, compliant with SEBI regulations.
Financial Consultant Contract
An Indian law-governed agreement establishing terms and conditions between a financial consultant and client, ensuring SEBI compliance and professional service delivery.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.