NATIONAL INSTITUTE OF FINANCIAL MARKETS AND TECHNOLOGY

Corporate Research Service Quotation

Official quotation template • Complete the fields, review the scope and print or save as PDF. This quotation becomes effective only after authorised approval and client acceptance.

Quotation Reference No.

Quotation Date

Valid Until

Prepared By / Department

1. Client Details

Client / Organisation Name

Contact Person & Designation

Mobile

Billing Address

GSTIN (if applicable)

Related Application / Enquiry No.

2. Assignment Details

Service Category

Proposed Project Duration

Project Title / Subject

Background and Objectives

Scope of Work and Methodology

Deliverables

Client Documents / Data to be Provided

3. Professional Fee and Cost Schedule

Enter agreed quantities and rates. The total is calculated automatically. Proposed assignment fee range for these services: ₹1,00,000 to ₹25,00,000, subject to scope and written approval.

#	Description / Deliverable	Qty	Unit Fee (₹)	Amount
1				₹0
2				₹0
3				₹0
4				₹0
5				₹0

Professional Fee Subtotal₹0

Approved Expenses (₹)

Tax / GST (%)

Tax Amount₹0

Grand Total (₹)₹0

Amount in Words

4. Payment Terms

50% advance payable upon written acceptance of this quotation and before commencement of work.

50% balance payable upon submission/delivery of the final agreed report and deliverables.

Applicable taxes, travel, accommodation, third-party data, specialist software and other pre-approved out-of-pocket expenses will be charged as separately stated. Work outside the agreed scope requires a written change order and revised fee.

5. Timeline, Assumptions and Exclusions

Milestones / Delivery Schedule

Assumptions and Client Responsibilities

Exclusions / Limitations

6. Terms and Professional Boundaries

This quotation is based on the scope and information supplied by the client. Any change in scope, records, entities, timeline or deliverables may require revised fees and dates. NIFMT will maintain appropriate confidentiality and use client information only for the agreed assignment, subject to applicable law. NIFMT provides only the research and analytical services expressly listed. This quotation does not include statutory audit, legal opinion, law-enforcement investigation, statutory certification, regulated investment advice, securities recommendations or other reserved services. Such work must be undertaken by appropriately qualified and authorised professionals. No particular finding, business result or investment outcome is guaranteed. The quotation is subject to applicable law, taxes and written acceptance by both parties.

7. Approval and Acceptance

For NIFMT

Authorised Signatory, Name, Designation, Date and Seal

For Client

Accepted by, Name, Designation, Signature, Date and Company Seal

NIFMT • admin@nationalfinancialinstitute.org • chiefadmin@nifmt.in • WhatsApp: +91 91720 27185