Free Template

Consulting Proposal Template India

A professional engagement proposal for freelance consultants in India — strategy, operations, finance, HR, and business analysis. Daily rates, deliverables, and GST included.

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Consulting Day Rate Benchmarks — India 2026

Consulting TypeMid-level (5–10 yr)Senior (10–15 yr)Expert / Ex-MBB (15+ yr)
Strategy / Management₹15,000–₹30,000/day₹35,000–₹60,000/day₹70,000–₹1,50,000/day
Financial / CFO advisory₹12,000–₹25,000/day₹30,000–₹55,000/day₹60,000–₹1,20,000/day
HR / People consulting₹10,000–₹20,000/day₹25,000–₹45,000/day₹50,000–₹90,000/day
Operations / Supply chain₹12,000–₹22,000/day₹28,000–₹50,000/day₹55,000–₹1,00,000/day
Technology / IT consulting₹12,000–₹25,000/day₹30,000–₹55,000/day₹60,000–₹1,20,000/day
Marketing / Brand strategy₹10,000–₹20,000/day₹25,000–₹45,000/day₹50,000–₹1,00,000/day
Legal / Compliance (non-lawyer)₹8,000–₹18,000/day₹20,000–₹40,000/day₹45,000–₹80,000/day
GST for consultants: Consulting services fall under SAC code 998311 (Management consulting and related services). GST at 18% applies if registered. TDS under Section 194J (10%) is typically deducted by corporate clients — factor this into your cash flow.

The Consulting Proposal Template

CONSULTING ENGAGEMENT PROPOSAL

Prepared by: [Your Name / Consulting Practice Name]
Date: [Date]
Prepared for: [Client Name / Company]
Confidential — Valid for 21 days

EXECUTIVE SUMMARY
[Client Company] is facing [core challenge — e.g., "declining margins in its retail division despite 18% revenue growth, driven by unoptimised procurement and warehouse operations"]. This proposal outlines a [X]-week engagement to diagnose the root causes, develop a prioritised action plan, and support implementation of the top 3 initiatives.

Expected outcome: [e.g., "10–15% reduction in COGS within 6 months of implementation"]
Engagement investment: ₹[total fee] + GST

1. SITUATION ANALYSIS
Based on our discovery call and the materials you shared, I understand:
[Key finding 1 — e.g., "Procurement is done through 3 separate buying groups with no consolidated vendor negotiation"]
[Key finding 2 — e.g., "Warehouse utilisation is at 94% with no visibility into slow-moving SKUs"]
[Key finding 3 — e.g., "Finance and operations teams operate on separate systems with weekly manual reconciliation"]

2. SCOPE OF WORK
Phase 1 — Diagnostic (Weeks 1–2)
• Data collection: financial statements, operational KPIs, process maps
• Stakeholder interviews: [X] sessions across procurement, ops, finance
• Benchmarking against industry peers
• Deliverable: Diagnostic report + root cause analysis (10–15 page presentation)

Phase 2 — Strategy Development (Weeks 3–4)
• Prioritised initiative roadmap (quick wins + 12-month priorities)
• Business case for top 3 initiatives (investment, savings, timeline)
• Deliverable: Strategy presentation + implementation roadmap

Phase 3 — Implementation Support (Weeks 5–X)
• Workstream lead or advisor role on top initiatives
• Weekly steering committee updates
• Deliverable: Status reports, revised roadmap, knowledge transfer documentation

3. WHAT I BRING
[X] years of [industry/function] experience at [previous firms/companies]
• Relevant case: [brief description of comparable engagement and outcome]
• Methodology: [framework you use — e.g., "MECE issue tree, hypothesis-driven analysis, agile implementation sprints"]

4. ENGAGEMENT TEAM
Lead consultant: [Your Name][brief credentials]
Support (if applicable): [Name, role]
Client team required: [Point of contact, data access, steering committee sponsor]

5. TIMELINE
PhaseDurationKey Milestone
Phase 1 — Diagnostic2 weeksDiagnostic report presentation
Phase 2 — Strategy2 weeksRoadmap sign-off
Phase 3 — ImplementationX weeksFirst initiative live

Start date: [date] (subject to advance payment and data access)

6. FEES & PAYMENT
PhaseDaysDay RatePhase Fee
Phase 1 — DiagnosticX[rate][amount]
Phase 2 — StrategyX[rate][amount]
Phase 3 — ImplementationX[rate][amount]
Subtotal[subtotal]
GST @18% (SAC 998311)[GST]
Total[total]

Out-of-pocket expenses (travel, accommodation, printing) billed at cost with receipts. Capped at ₹[X] without prior approval.

Payment schedule:
• 30% on engagement commencement
• 30% on delivery of Phase 1 diagnostic
• 20% on delivery of Phase 2 strategy
• 20% on engagement close

7. CONFIDENTIALITY
All information shared — financial, operational, strategic — is treated as strictly confidential and will not be shared with any third party. This obligation survives the end of the engagement.

8. INTELLECTUAL PROPERTY
All deliverables (reports, models, presentations) created under this engagement are the property of [Client Company] upon full payment. I retain the right to use anonymised insights and methodologies in future work.

9. INDEPENDENT CONTRACTOR
This engagement is on an independent contractor basis. I am not an employee of [Client Company] and am responsible for my own taxes and professional obligations.

10. TERMINATION
Either party may terminate this engagement with 14 days' written notice. Payment is due for all work completed up to the termination date.

ACCEPTANCE
Please confirm acceptance by signing below or by paying the first milestone invoice.

Accepted by: _______________________ Date: __________
[Client Authorised Signatory Name, Title]

[Your Name] · [Email] · [Phone]

Structuring Consulting Fees: Project vs. Day Rate vs. Retainer

Consulting engagements typically use one of three structures:

Expenses policy: Always agree upfront whether expenses are included in the fee or reimbursed separately. "At cost with receipts" is standard — never absorb travel to client sites in your day rate. A cap on unreimbursed expenses (₹X without prior approval) protects both sides.

TDS for Consulting Engagements

When you receive consulting fees from a company (not an individual), they will typically deduct TDS under Section 194J at 10% of the gross invoice amount. What this means in practice:

Always factor TDS into your cash flow. If you need ₹90,000 net on a project, invoice ₹1,00,000 so you receive the right amount after TDS.


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