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Actuarial Valuation | Kapadia Global

Indiau2019s Leading Gratuity & Actuarial Valuation Consultant. Actuarial Valuations of Gratuity, Leave Encashment, Sick Leave, Pensions, Provident Fund, AS 15, AS 19, ESOP Valuations. Actuarial Consultancy in Life Insurance, General Insurance, and Pensions. To know more, visit our website!<br>

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Actuarial Valuation | Kapadia Global

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  1. KapadiaActuaries and Consultants, founded by late Shri NalinKapadia, currently headed by Actuaries, Mr. Jenil Shah & Mr. SaurabhKochrekar is one of the pioneer Actuarial firms in India with its niche into Employee Benefit services. 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. Envision • Our Missionis 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. Mission • 2400+ clients | Presence in 7 Locations • Dynamic Team | CRM Support

  2. KAC is a promise… A promise of Quality, Timeliness and Professionalism Quality Professionalism Timeliness • 72 Hour Delivery Time • 24x7 CRM Support • Maker-Checker Valuation Process • Error Free Report Delivery • Professionalism • Business ethics • Transparency

  3. 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 2018-19.

  4. Our Trained and Expert CRM team is always on the job to serve you better. • This is how they support our clients: • Initial Process Setup for smooth on-boarding & welcome Understand YOUR needs and concerns, if any • Keep YOU updated on the recent developments affecting valuations • Overlook and Review the Process to ensure timely delivery & avoid any gaps

  5. Reporting Valuation Pre - Valuation • 8. Solving Mgmt. Queries • 9. Solving Auditor Queries • 10. Submission of Final Report • 5. Solving Mgmt. Queries • 6. Solving Auditor Queries • 7. Submission of Final Report • 1. Understanding the Regulations • 2. Understanding the Scheme • 3. Data Validation • 4. Assumptions Setting Overlooked by CRM Team Implemented by Technical Team

  6. Data Validation Assumptions Analysis Group Consolidation Report Management Analysis Report Employee wise Liability Report Blogs & Resources

  7. Group Insurance Solutions • Group Gratuity Fund Management • Insurance Audit • Group Term Insurance Consulting • Group Health Insurance Consulting • Non Life Insurance Consulting • Trust Formation • Regular Contribution or Funding Reports • Gratuity Fund Management • Warranty, Business and Other Valuations • Consulting to Insurance Companies • Product Pricing • Reserving • Regulatory Filings • Asset Liability Management • Tailor- made solutions for Warranty Valuations meeting the compliance standards • Business and Brand Valuations • ESOP (End to End) • Corporate Trainings • Scheme Design • Scheme Drafting & Documentation • Employee Seminars • ESOP Valuations for Accounting • Financial Planning Seminars • Time Management & Productivity • Mindfulness • IFRS Training

  8. Jenil Shah • Actuary (Partner) Saurabh Kochrekar • Actuary (Partner) Anil Sevak • Technical Head (EB) HiralRambhia Client Relations Head (EB) Sharon Kholi Sr. Actuarial Manager Sharana Mehta Sr. Actuarial Manager

  9. HiralRambhia (Client Relations - Head) • +91 98677 41102 • hiral@nkapadia.com Pooja Chhabria (Client Relations – Mumbai & Delhi) • +91 82919 34856 • pchhabria@nkapadia.com Dharmesh Mehta (Client Relations - Ahmedabad) • +91 94266 24453 • mdharmesh@nkapadia.com ----------------------------------------------------------------------------------------------- ShailajaDeshmukh (Client Relations - Pune) • +91 72760 19429 • shailaja@nkapadia.com Shantaram (Client Relations – Chennai) • +91 99690 70406 • jayesh@nkapadia.com GP Jayanand (Client Relations – Bangalore & Hyderabad) • +91 96067 28599 • nidhi@nkapadia.com

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  11. Corporate Office 1205, Goldcrest Business Centre, Opp. Manubhai Jewellers, LT Road, Borivali (W), Mumbai 400092 Contact us: – 98677 41102 / 82919 34856 www.kapadiaglobal.com _____

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