Actuarial Consulting Firm in India | Kapadia Global

1. Why Choose us? Actuarial Valuation A VALUE PROPOSITION • Gratuity • Provident Fund • Pension • Provident Leave & Sick Leave • Post Retirement Medical Scheme • ESCOP & Warranty Valuation

2. Briefs the technical team and shares the service delivery timelines Rigorous Training & Induction on Workflow & Other Skills Overlooks and Reviews the Process to ensure timely delivery & avoid any gaps Understand the Client’s need, resolves concerns, if any Relationship beyond Valuations Our Trained and Expert CRM team is always on the job to serve you better. This is how they support our clients: CRM Person

3. About Us Kapadia Actuaries and Consultants (formerly known as Nalin Kapadia Actuarial and Financial Consultants) was founded by late Shri Nalin Kapadia (1935-2014), currently headed by Actuaries Mr. Jenil Shah & Mr. Saurabh Kochrekar KAC is one of the pioneer Actuarial firms in India with its niche into employee benefit services. 2000+ clients || Presence in 6 Locations || Dynamic Team || CRM Support We Envision to emerge as a global consulting firm providing one stop solutions in the areas of Actuarial Valuations, Insurance, Investment, Corporate Training, and Business Solutions to Corporate, Individuals & Institutions. OurMissionis to provide our clients with accurate, cost efficient, high quality consulting and advisory services to help them develop a competitive edge and achieve their business goals.

4. Our Core Values KAC is a promise…A promise of Quality, Timeliness and Professionalism. Professionalism Quality Timeliness • Professionalism • Business ethics • Transparency • Maker-Checker Valuation Process • Error Free Report Delivery 72 Hour Delivery Time for Standard Valuations

5. Client Centricity is our Core Our team at KAC is committed to providing your organization with a proactive and timely service. We would travel an extra mile to exceed your expectations and ensure a quality report and timely service to you. We promise to deliver exceptional service that is built on quality and added value. The excellence of our service is evidenced by a more than 98.5% client retention ratio including benefit valuation for more than 30.5 lakh employees in FY 2017-18.

6. Our stringent and defined work process not only ensure timely delivery of reports, but also ensured error free reporting! Our Valuation Process Implemented by Technical Team Pre - Valuation Understanding the scheme Understanding the Regulations Data Validation Assumptions Setting Overlooked by CRM Team Valuation Drafting of Valuation Report Two Stage Review Process - Review by the Manager - Review by the Actuary Reporting Solving Auditor / Mgmt. Queries Submission of Final Report

7. Exclusivity in Actuarial Valuations Data Validation Checking of the data from the previous year and looking for variations, if any, to avoid errors • Ensures error free reports • Helps in understanding the changes in liabilities, if any Assumptions Analysis We can study the past years trends to understand the deviations if any in assumptions • Supports in figuring out realistic Liability Value by figuring out actual Salary Growth Trends, Attrition rates used by the company • Company can avoid Corporate Governance Issues related to error in assumptions and hence reporting

8. Group Gratuity Fund Management & Claims Support Insurance Audit & Solutions ESOP, Warranty and Other Valuations Services Beyond Actuarial Valuations Reduce your future Group Gratuity contributions by 20 - 40% by using our Expert, Professional and Secure Fund Management and Advisory Solutions tailored to YOUR Investment Philosophy and Guidance - Design & Implement a holistic ESOP and Employee Retention strategy along with its valuation - Tailor- made solutions for Warranty Valuations meeting the compliance standards - Business and Brand Valuations Perform an Audit to get a Risk Perspective from the Industry Experts leading to not only premium savings but better coverage to our unique business risks Corporates Trainings & Seminars Corporate Trainings and Seminars related to Financial Planning, Time Management & Productivity, Mindfulness, Sales, etc. Corporate Loans & Advisory Assistance in Secured and Unsecured Loans To know more, Connect with us, and request for a Presentation and a Brochure

9. Our Team Jenil Shah (Consulting Actuary Partner) Saurabh Kochrekar (Consulting Actuary Partner) Reena Shah (Actuarial Manager) Anil Sevak (Actuarial Manager) Puja Rambhiya (Client Relations Head) Krishna Ganatra (CRM & Communications)

10. CRM Support Hiral Rambhia (Client Relations - South) +91 98677 41102 hiral@nkapadia.com Pooja Chhabria (Client Relations - Mumbai) +91 82919 34856 pchhabria@nkapadia.com Jayesh Choudhary (Client Relations - Ahmedabad) +91 99690 70406 jayesh@nkapadia.com Nidhi Neeralkatti (Client Relations - Bangalore) +91 96067 28599 nidhi@nkapadia.com Shailaja Deshmukh (Client Relations - Pune) +91 72760 19429 shailaja@nkapadia.com Dharmesh Mehta (Client Relations - Ahmedabad) +91 94266 24453 mdharmesh@nkapadia.com

11. Our Clientele

12. We look forward to serve you !!! Corporate Office 1205, Goldcrest Business Centre, Opp. Manubhai Jewellers, LT Road, Borivali (W), Mumbai 400092 Contact : Puja Rambhiya - 9867039401| Website : www.kapadiaglobal.com