Ministry of Housing and Urban Affairs Tender by Delhi Development Authority (GEM/2025/B/6146979)
Financial Advisory Services - Onsite; Investment

Tender Timeline
Tender Title: Financial Advisory Services
Reference Number: GEM/2025/B/6146979
Issuing Authority/Department: Ministry of Housing and Urban Affairs (MoHUA)
This tender invites bids for Financial Advisory Services focused on onsite investment strategies to enhance the functioning and reach of financial initiatives governed by the Ministry of Housing and Urban Affairs. The primary objective of this tender is to solicit qualified service providers who can deliver consultancy that aids in effective investment planning, financial management, and strategic advisory within an urban development framework.
Scope of Work and Objectives
The successful bidder will be required to perform a comprehensive analysis and provide tailored recommendations regarding financial investment strategies that align with the objectives of the Ministry. Key areas of focus may include identifying investment opportunities, risk assessments, financial forecasting, and preparing actionable financial reports. The goal is to optimize financial decisions that support urban development projects.
Eligibility Criteria
Bidders must meet specific eligibility requirements to qualify for submission. This includes being a registered entity within the appropriate services sector, having the necessary expertise in financial advisory, and demonstrated experience in similar projects. Additionally, bidders must comply with any existing local regulations pertaining to financial services.
Technical Requirements
Bidders must possess robust technical capabilities, including but not limited to:
- Proven experience in providing financial advisory services.
- Qualified personnel with relevant certifications and industry experience.
- Proficiency in analytical tools and methodologies specific to financial advisory and investment analysis.
Financial Requirements
Bidders are expected to demonstrate financial stability through documented evidence of solvency and capacity. Payment terms will be agreed upon post-award, ensuring clarity in terms of value delivered and compensation.
Document Submission Details
All submissions must include completed documentation as specified in the tender guidelines. This may consist of:
- Company registration certificates.
- Profiles of key personnel.
- Previous work samples and client references.
- Detailed project proposals, including service timelines and budget estimates.
Special Provisions
Provisions may be available for Micro, Small, and Medium Enterprises (MSEs) and Startups, promoting participation from smaller entities in line with government initiatives. These provisions aim to foster a diverse and inclusive bidding process that encourages innovation and competition.
Evaluation Process
Proposals will be evaluated based on experience, technical capability, financial robustness, and overall value offered to ensure the selection of the most capable service provider. Bidders should articulate how their approach aligns with the objectives set forth by the Ministry.
Delivery Locations
Services shall be conducted onsite, primarily focusing on urban areas designated by the Ministry of Housing and Urban Affairs. The exact locations will be determined and communicated during the contract initiation process.
Contact Information
For inquiries related to this tender, prospective bidders should refer to the Ministry of Housing and Urban Affairs for clarification. It is advised to check provided documents for specific contact details during the bid submission phase.
General Information
Financial Information
Evaluation and Technical Information
Tender Documents
4 DocumentsDocuments Required from Seller
- Experience Criteria
- Certificate (Requested in ATC)
- Additional Doc 1 (Requested in ATC)
- Additional Doc 2 (Requested in ATC)
- Additional Doc 3 (Requested in ATC) *In case any bidder is seeking exemption from Experience / Turnover Criteria
- the supporting documents to prove his eligibility for exemption must be uploaded for evaluation by the buyer
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Frequently Asked Questions
The eligibility requirements include being a registered entity in the financial services sector, possessing a valid business license, and having prior experience in providing financial advisory services. Bidders must also prove their capability through declarations of previous completed projects aligned with urban investment strategies.
Bidders are required to showcase robust technical specifications that include successfully executed projects in financial advisory and investment planning. They should also detail any certification of key personnel involved. Compliance with recognized quality standards in financial services and analytical methodologies is critical.
Bidders must submit an Earnest Money Deposit (EMD) as part of their bid to show their commitment and financial stability. The amount and acceptable forms of the EMD will be specified in the tender documentation. Additionally, performance security may be required post-award to ensure the fulfillment of all contract obligations.
Documents must be submitted electronically through the designated online platform in specified formats such as PDF or Word. Make sure to follow all submission guidelines mentioned in the tender notice. Late submissions or incomplete documentation may result in disqualification from the evaluation process.
The tender includes special provisions designed to aid Micro, Small, and Medium Enterprises (MSEs) and Startups. These may involve eligibility for relaxed criteria, financial incentives, or mentorship opportunities. Compliance with ‘Make in India’ policies could also leverage local procurement, benefitting participants who meet these criteria.
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