Financial Advisor Invoice Generator for India
Create professional financial advisor invoices for clients in India. This free invoice generator combines financial advisor-specific billing practices with India's tax requirements (0-28% GST) and preferred payment methods like UPI and NEFT/RTGS.
Free, no registration required. Your data stays in your browser.
India Tax Information
GST rates: 0%, 5%, 12%, 18%, 28%. CGST+SGST for intra-state, IGST for inter-state.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in India
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in India
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in India?
India has 0-28% GST. GST rates: 0%, 5%, 12%, 18%, 28%. CGST+SGST for intra-state, IGST for inter-state.
What payment methods are common for financial advisors in India?
Common payment methods in India include: UPI, NEFT/RTGS, Bank Transfer, Cheque, PayTM. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in India?
Your invoice should include: GSTIN, Legal name, Client GSTIN, HSN/SAC codes. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What is GSTIN?
15-digit GST Identification Number. Mandatory above ₹40 lakhs (goods) or ₹20 lakhs (services).