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Professional Consulting and Advisory

Agreements for chartered accountants, architects, legal consultants, tax consultants, company secretaries, and licensed professionals

15 Templates Available
All Documents
Professional Consulting and Advisorypublished

Chartered Accountant Engagement Letter

Standard engagement letter for Indian Chartered Accountants (ICAI) covering audit, taxation, GST, bookkeeping, or advisory services, defining professional scope, client responsibilities, and fee arrangements.

FIELDS: 15
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Architect Design Service Agreement

Professional architectural consultancy agreement adhering to Council of Architecture (COA) standards, specifying architectural design stages, drawings, site visits, fee milestones, and intellectual property retention.

FIELDS: 14
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Interior Designer Service Agreement

Comprehensive interior design services agreement governing concept development, 3D renderings, material selection, procurement assistance, contractor supervision, and payment schedules.

FIELDS: 15
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Real Estate Agent Commission Agreement

RERA-compliant real estate brokerage and commission agreement between a property broker/agent and property owner or buyer, stipulating commission rates, exclusivity terms, and payment milestones.

FIELDS: 13
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Insurance Advisor Service Agreement

IRDAI-aligned insurance advisory agreement detailing policy analysis, portfolio recommendations, commission disclosure, client personal data protection, and claims assistance protocols.

FIELDS: 11
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Legal Consultant Retainer Agreement

Advocate and legal consultant retainer contract defining advisory scope, monthly retainer fees, court appearance billing, conflict-of-interest checks, and professional privilege under Bar Council of India norms.

FIELDS: 14
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Tax Consultant Engagement Agreement

Tax advisory and compliance engagement agreement specifying direct and indirect tax return filings, statutory representation, client document handover obligations, and liability boundaries.

FIELDS: 13
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Company Secretary Compliance Agreement

Practicing Company Secretary (PCS) engagement agreement governing MCA/ROC annual filings, secretarial audits, statutory register maintenance, and board meeting secretarial compliance.

FIELDS: 13
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Astrologer Consultation Agreement

Vedic astrology consultation contract establishing scope of birth chart reading, horoscope matching, session terms, fees, and standard legal disclaimers regarding astrological predictions.

FIELDS: 9
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Pandit Priest Religious Ceremony Agreement

Vedic ceremony agreement for Hindu religious rituals including Griha Pravesh, Satyanarayan Puja, marriage rites, or Havans, specifying samagri responsibilities, dakshina, and muhurat timing.

FIELDS: 12
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Surveyor Land Measurement Agreement

Land survey and property demarcation contract covering boundary identification, topographic mapping, DGPS/ETS measurements, contour mapping, and CAD survey drawing delivery.

FIELDS: 12
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Vastu Consultant Service Agreement

Vastu Shastra consultancy contract covering site energy evaluation, directional orientation analysis, non-destructive Vastu remedies, layout recommendations, and formal report submission.

FIELDS: 11
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Financial Planner Advisory Agreement

SEBI-compliant investment advisory agreement defining client risk assessment, financial asset allocation, retirement and tax planning, fee structures, and strict conflict-of-interest disclosures.

FIELDS: 13
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Property Management Service Agreement

Comprehensive property management contract empowering manager to handle tenant screening, rent collection, routine repair dispatch, society liaison, and periodic property inspections on behalf of owner.

FIELDS: 13
JURISDICTION: India (General)
USE TEMPLATE
Professional Consulting and Advisorypublished

Immigration Consultant Service Agreement

Visa and immigration consultancy agreement detailing document verification, visa application filing assistance, sovereign embassy disclaimer, transparent fees, and strict anti-fraud clauses.

FIELDS: 15
JURISDICTION: India (General)
USE TEMPLATE
LEGAL DEFINITION & STATUTORY APPLICABILITY

Professional Consulting and Advisory Engagements in India

Professional consulting agreements in India formalize retainer and project-based advisory relationships for licensed practitioners (CAs, Architects, Legal Consultants, Management Advisors). They comply with professional council codes (ICAI, Council of Architecture, Bar Council) while defining scope of representation, liability caps, and hourly/monthly retainer billings.

GOVERNING LEGISLATION IN INDIA

Applicable Indian Statutes & Legal Precedents

Chartered Accountants Act, 1949 & ICAI Standards

Mandates formal engagement letters under SA 210 detailing management responsibilities and statutory auditor independence.

Architects Act, 1972 & Council of Architecture Rules

Governs professional conduct, scale of architectural fees, and copyright ownership over design drawings.

Indian Contract Act, 1872

Regulates independent advisory covenants, limitation of liability, and indemnification against third-party claims.

STAMP DUTY & ADMISSIBILITY

Stamp Paper Valuation Guidelines

Professional retainer agreements are executed on Rs 100 to Rs 500 stamp paper or on firm professional letterheads.

STATUTORY EXECUTION CHECKLIST

Mandatory Steps for Legal Validity

  • 01
    Engagement Scope & Deliverables: Detail whether engagement covers statutory audits, tax filings, architectural blueprints, or strategic advisory.
  • 02
    Retainer & Out-of-Pocket Expenses: Define fixed monthly retainer, hourly overage rates, and reimbursement for official government filing fees and travel.
  • 03
    Limitation of Liability: Cap professional advisory liability to the total fees received during the preceding 6 or 12 months.
FREQUENTLY ASKED QUESTIONS (INDIAN STATUTES)

Legal Queries Regarding Professional Consulting and Advisory

Why is an engagement letter mandatory for Chartered Accountants in India?+
Under Standard on Auditing (SA) 210 issued by ICAI, CAs must agree upon terms of audit engagement in writing to clarify scope, applicable financial reporting frameworks, and management responsibility for internal controls.