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Advisory Services Agreement

Advisory Services Agreement Template for India

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Key Requirements PROMPT example:

Advisory Services Agreement

"I need an Advisory Services Agreement for my management consulting firm to provide strategic business advisory services to a manufacturing company in India, with specific focus on confidentiality provisions and performance metrics as we'll be handling sensitive market data."

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Document background
The Advisory Services Agreement is essential for businesses and professionals operating in India who engage in providing or receiving professional advisory services. This agreement is commonly used when one party (the advisor) agrees to provide specialized knowledge, expertise, or guidance to another party (the client) in exchange for compensation. The document ensures compliance with Indian legal requirements while addressing key commercial aspects such as scope of services, payment terms, confidentiality, and liability limitations. It's particularly important in the Indian context where professional services are subject to specific regulatory requirements, including GST regulations and professional conduct rules. The agreement helps protect both parties' interests by clearly defining expectations, deliverables, and remedies while maintaining alignment with Indian contract law principles.
Suggested Sections

1. Parties: Identifies and provides full details of the parties entering into the agreement, including registered addresses and company registration numbers

2. Background: Sets out the context of the agreement and brief description of why the parties are entering into it

3. Definitions: Defines key terms used throughout the agreement for clarity and consistency

4. Scope of Services: Detailed description of the advisory services to be provided

5. Term and Termination: Duration of the agreement and circumstances under which it can be terminated

6. Fees and Payment Terms: Details of compensation, payment schedule, expenses, and invoicing procedures

7. Obligations of the Advisor: Key responsibilities and commitments of the service provider

8. Obligations of the Client: Client's responsibilities including providing necessary information and cooperation

9. Confidentiality: Provisions for protecting confidential information exchanged during the engagement

10. Intellectual Property Rights: Ownership and usage rights of materials and deliverables created during the engagement

11. Representations and Warranties: Standard assurances given by both parties regarding their capacity and authority

12. Limitation of Liability: Caps on liability and exclusions of certain types of damages

13. Indemnification: Mutual or one-way indemnities for specific risks

14. Force Majeure: Provisions for handling events beyond parties' reasonable control

15. Governing Law and Jurisdiction: Specifies Indian law as governing law and relevant courts for dispute resolution

16. General Provisions: Standard boilerplate clauses including notices, assignment, and entire agreement

Optional Sections

1. Non-Compete: Restrictions on competitive activities - include when advisor will have access to sensitive competitive information

2. Non-Solicitation: Restrictions on soliciting employees or clients - relevant for long-term engagements

3. Insurance: Requirements for professional indemnity or other insurance - important for high-risk advisory services

4. Compliance with Laws: Specific regulatory compliance obligations - include when services are in regulated sectors

5. Data Protection: Detailed data handling requirements - necessary when personal data processing is involved

6. Service Levels: Specific performance metrics - include for ongoing advisory services with measurable deliverables

7. Change Control: Process for changing scope or terms - relevant for long-term or complex engagements

8. Dispute Resolution: Alternative dispute resolution procedures - include when parties prefer arbitration or mediation

Suggested Schedules

1. Schedule 1 - Scope of Services: Detailed breakdown of services, deliverables, and timelines

2. Schedule 2 - Fee Schedule: Detailed fee structure, rates, payment milestones, and expense policies

3. Schedule 3 - Key Personnel: List of key team members and their roles in providing the services

4. Schedule 4 - Service Levels: Specific performance metrics and measurement criteria if applicable

5. Schedule 5 - Client Materials: List of materials, information, and resources to be provided by the client

6. Appendix A - Compliance Requirements: Specific regulatory or compliance requirements applicable to the services

7. Appendix B - Report Formats: Templates or formats for regular reports or deliverables

8. Appendix C - Communication Protocol: Procedures for routine communications and escalation paths

Authors

Alex Denne

Head of Growth (Open Source Law) @ ºÚÁÏÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions












































Clauses




































Relevant Industries

Financial Services

Information Technology

Management Consulting

Healthcare

Real Estate

Manufacturing

Education

Energy

Environmental Services

Legal Services

Human Resources

Telecommunications

Infrastructure

Retail

E-commerce

Agriculture

Media and Entertainment

Relevant Teams

Legal

Finance

Procurement

Business Development

Operations

Risk and Compliance

Professional Services

Strategy

Corporate Development

Project Management Office

Technical Services

Administrative Services

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Legal Counsel

Contract Manager

Procurement Manager

Business Development Manager

Project Manager

Management Consultant

Financial Advisor

Strategy Consultant

Technical Consultant

Operations Manager

Risk Manager

Compliance Officer

Company Secretary

Director of Professional Services

Head of Advisory Services

Chief Operating Officer

Industries









Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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