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Agenda




         • Value Proposition

         • We Deliver Value-Our Solutions

         • Customer Benefits

         • Our Credentials

         • Our Clients

         • Conclusion

         • Appendix
Value Proposition




       Challenges         •   Enabling off-
                                                •   ODC launch within
                                                    budgeted costs and
   •   Unfamiliarity          shoring
                                                    timelines
       with Indian laws   •   Outsourcing non   •   100% legal
   •   Unknown                core support          compliance
       business terrain       functions         •   Focus on core
   •   Dilution of                                  business areas
       management                               •   Access to quality,
                                                    cost effective support
       focus away from
                                                    functions
       project                                  •   Access to high quality
       management                                   low cost talent
Agenda




 Co-                   Third party                                                HR Policies      BOD
                                                Book keeping         Taxation
 incorporation         vendor
                       selection                                                  Payroll          Members
                                                MIS reporting        Labor laws
 Registrations
                                                                                  Benefits admin   Company law
                       Import
                                                Audit facilitation   STPI
 STPI                  Clearances                                                 ESOPs            formalities
 formalities
                                                GAAP reporting       Periodic
                       Document                                                   Insurance
                       Templates                                     returns



      Refer Appendix for a detailed listing of our solutions
Customer benefits

 Incorporation and Other Startup Solutions

    • Quick incorporation and commissioning of operations

    • Assistance with rapid ramp up

    • Compliance with all legal requirements – start on
      a clean slate
    • Utilization of government provided incentives to
      the fullest extent
    • Optimal pricing for services and products procured
      from vendors
        • Cost savings
        • Improved ROI
Customer benefits

 Outsourced Support Solutions

   •   Sharp focus on core business areas
        • Increases management effectiveness

        • Helps achievement of strategic objectives

   •   Full compliance with all statutory requirements
   •   Access to world class support functions
        • Start with a financial controller and a full finance
            function
        • Achieve improved employee satisfaction

        • Helps in employee retention

   •   Cost optimization
        • Reduced need for external consulting

        • Cost efficient procurement of goods and services

   •   Tax optimization
   •   Retention of control on outsourced functions
Customer benefits

 Our Credentials

  •   Sharp focus on providing support solutions to
      Indian subs of global technology corporations
  •   Problem solving, employee centric approach to
      service delivery
  •   Highly qualified and experienced delivery team,
      well defined delivery hierarchy
  •   Person independent, high quality delivery
      processes – uniform delivery quality across a
      wide client base
  •   Deep domain expertise
  •   Highly transparent and ethical business practices
  •   Top management attention to all customers
  •   A set of happy customers
Our Clients – Indian Subsidiaries of…
Our Clients – Indian Subsidiaries of…
Customer benefits

 What our Customers Say…

     I think of the team at Ujwal as my business partners,
     not just a service provider. They have been a critical
     part of our success in getting EMMES Services Pvt. Ltd.
     up and running in India. Having the Ujwal team in
     Bangalore to help gives us a great deal of comfort.
     They meet their deadlines and respond quickly to all of
     our questions

     - Brian Hochheimer, The EMMES Corporation

     I continue to be very impressed with the quality and
     timeliness of our Ujwal account team’s service. We
     came in to the relationship having high expectations
     of Ujwal, but they have continued to exceed those
     expectations. They not only do an exceptional job in
     meeting our day-to-day operational and statutory
     needs, but they provide quality advice typically
     outside the scope of a normal service provider.

     - Deon Boles, Aruba Networks
Customer benefits

 What our Customers Say…


                    Ujwal has done a terrific job supporting Silicon Valley
                    Bank's subsidiary, SVB India with regards to local
                    finance and human resources. The team is experienced,
                    responsive and understands what it takes to work with
                    a subsidiary of a US based company. Not only do we
                    use them ourselves, we highly recommend Ujwal to our
                    clients.

                    - Ash Lilani, Silicon valley Bank

                    We completely outsourced all of our company setup
                    steps to Ujwal including STP and customs formalities
                    required for operating a 100% EOU. These were
                    completed in record time. We have also 100%
                    outsourced all of our accounting work to Ujwal. All work
                    is done in time, is of high quality and requires minimum
                    supervision from our side.”

                    - Ashish Vikram, OAT Systems
Customer benefits

 Conclusion…

  •   One stop shop for off shoring and outsourcing needs of
      our customers

  •   Deliver flawless quality

  •   Offer cost savings

  •   Ensure management focus on core business functions

  •   All towards a successful customer
Agenda




         Appendix
Agenda

 Incorporation Solutions



   Other Startup Solutions
         •   Both aimed at companies establishing Indian
             operations


   Outsourced Support Solutions

         •   Aimed at companies looking to outsource
             ‘non-core’ support functions
Agenda

 Incorporation Solutions

•   End-to-end responsibility for incorporation of our
    customers’ Indian operations


•   Registration with the Registrar of Companies


•   Permissions from the RBI
     •    For investment by customers’ parent into India
     •    For carrying on business in India

•   Registration under various central and state laws
•        - including STPI, EPZs, Customs, etc.

•   Assistance in preparation of business plan

•   Facilitation of financing of Indian operations
Our Solutions

 Other Startup Solutions

 Assistance for commissioning of our customers’
  India operations in the shortest possible time

      •    Assistance in vendor selection – Realtors,
           architects, recruiters, etc
      •    Negotiation of terms of engagement with
           vendors
      •    Templates for agreements with vendors
            •    Lease agreement
            •    Employee offer letters, NDAs, etc.
      •    Paperwork for procurement of computers &
           other capital goods
      •    Bank account opening
      •    Implementation of ESOP
Our Solutions

 Outsourced Support Solutions

       Complete management of the following support functions

        •   Accounting and Financial reporting
        •   Human Resources
        •   Statutory compliances
        •   Legal and Secretarial
        •   Commercial



  Solutions We Facilitate
        •   IT Network Management
        •   Facilities Management
Our Solutions

  Accounting and Finance
  • Book keeping

  • Collections and disbursements

  • Preparation of periodic financial statements and MIS
    reports

  • Audit facilitation

  • Preparation of business plans

  • Preparation and implementation of internal
    control policies

  • Treasury management

  • Corporate taxation

  • Risk management
Our Solutions

  Human Resources

  • Preparation and implementation of policies regarding
    travel, leave, loan etc.,

  • Drafting and maintenance of employee contracts
  • Structuring of employee compensation to
    optimize tax outflow

  • Preparation and implementation of stock option
    & stock purchase schemes

  • Monthly payroll processing
  • Benefits administration
  • Administration & maintenance of medical
    insurance & personal accident insurance cover for employees
Our Solutions

  Statutory Compliances

                            Maintenance and submission of periodic returns under
                                                   • Indian Companies Act, 1956
                                    • Software Technology Parks of India Scheme
                                                 • Karnataka Sales Tax Act, 1957
                                                    • Central Sales Tax Act, 1956
                                         • Karnataka Tax on Profession Act, 1957
                                                          • Income Tax Act, 1961
                • Employees Provident and Miscellaneous
                                                             Provisions Act, 1952
                                           • Employees State Insurance Act, 1948
                                                                    • Labor Laws
Our Solutions

 Legal and secretarial


  • Preparation and vetting of Company contracts
  • Preparation and submission of income tax returns
  • Advising the Company on specialized matters
    concerning
      • Corporate taxation under the Income Tax Act, 1961
      • Avoidance of double taxation of income
      • Compliance with labor law
  • Assistance on Secretarial matters required under
    the Indian Companies Act, 1956
      • Updating of statutory records
      • Convening and conducting Board and Shareholders’ meetings
      • Preparation of minutes of Board and Shareholders’ meetings.
Our Solutions

   Commercial

 • Assistance with STPI and Customs approval for imports
 • Advise on benefits available under the prevalent
   Export-Import Policy
 • Formulation and implementation of purchase policy



 IT Network Management and Facilities Management

  • Work with either in-house team(s) or external vendor(s)
Thank You
Agenda
                                                                                Management Solutions Ltd




 Co-                   Third party                                                    HR Policies      BOD
                                                Book keeping         Taxation
 incorporation         vendor
                       selection                                                      Payroll          Members
                                                MIS reporting        Labor laws
 Registrations
                                                                                      Benefits admin   Company law
                       Import
                                                Audit facilitation   STPI
 STPI                  Clearances                                                     ESOPs            formalities
 formalities
                                                GAAP reporting       Periodic
                       Document                                                       Insurance
                       Templates                                     returns



      Refer Appendix for a detailed listing of our solutions

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Ujwal Management Consultants

  • 1.
  • 2. Agenda • Value Proposition • We Deliver Value-Our Solutions • Customer Benefits • Our Credentials • Our Clients • Conclusion • Appendix
  • 3. Value Proposition Challenges • Enabling off- • ODC launch within budgeted costs and • Unfamiliarity shoring timelines with Indian laws • Outsourcing non • 100% legal • Unknown core support compliance business terrain functions • Focus on core • Dilution of business areas management • Access to quality, cost effective support focus away from functions project • Access to high quality management low cost talent
  • 4. Agenda Co- Third party HR Policies BOD Book keeping Taxation incorporation vendor selection Payroll Members MIS reporting Labor laws Registrations Benefits admin Company law Import Audit facilitation STPI STPI Clearances ESOPs formalities formalities GAAP reporting Periodic Document Insurance Templates returns Refer Appendix for a detailed listing of our solutions
  • 5. Customer benefits Incorporation and Other Startup Solutions • Quick incorporation and commissioning of operations • Assistance with rapid ramp up • Compliance with all legal requirements – start on a clean slate • Utilization of government provided incentives to the fullest extent • Optimal pricing for services and products procured from vendors • Cost savings • Improved ROI
  • 6. Customer benefits Outsourced Support Solutions • Sharp focus on core business areas • Increases management effectiveness • Helps achievement of strategic objectives • Full compliance with all statutory requirements • Access to world class support functions • Start with a financial controller and a full finance function • Achieve improved employee satisfaction • Helps in employee retention • Cost optimization • Reduced need for external consulting • Cost efficient procurement of goods and services • Tax optimization • Retention of control on outsourced functions
  • 7. Customer benefits Our Credentials • Sharp focus on providing support solutions to Indian subs of global technology corporations • Problem solving, employee centric approach to service delivery • Highly qualified and experienced delivery team, well defined delivery hierarchy • Person independent, high quality delivery processes – uniform delivery quality across a wide client base • Deep domain expertise • Highly transparent and ethical business practices • Top management attention to all customers • A set of happy customers
  • 8. Our Clients – Indian Subsidiaries of…
  • 9. Our Clients – Indian Subsidiaries of…
  • 10. Customer benefits What our Customers Say… I think of the team at Ujwal as my business partners, not just a service provider. They have been a critical part of our success in getting EMMES Services Pvt. Ltd. up and running in India. Having the Ujwal team in Bangalore to help gives us a great deal of comfort. They meet their deadlines and respond quickly to all of our questions - Brian Hochheimer, The EMMES Corporation I continue to be very impressed with the quality and timeliness of our Ujwal account team’s service. We came in to the relationship having high expectations of Ujwal, but they have continued to exceed those expectations. They not only do an exceptional job in meeting our day-to-day operational and statutory needs, but they provide quality advice typically outside the scope of a normal service provider. - Deon Boles, Aruba Networks
  • 11. Customer benefits What our Customers Say… Ujwal has done a terrific job supporting Silicon Valley Bank's subsidiary, SVB India with regards to local finance and human resources. The team is experienced, responsive and understands what it takes to work with a subsidiary of a US based company. Not only do we use them ourselves, we highly recommend Ujwal to our clients. - Ash Lilani, Silicon valley Bank We completely outsourced all of our company setup steps to Ujwal including STP and customs formalities required for operating a 100% EOU. These were completed in record time. We have also 100% outsourced all of our accounting work to Ujwal. All work is done in time, is of high quality and requires minimum supervision from our side.” - Ashish Vikram, OAT Systems
  • 12. Customer benefits Conclusion… • One stop shop for off shoring and outsourcing needs of our customers • Deliver flawless quality • Offer cost savings • Ensure management focus on core business functions • All towards a successful customer
  • 13. Agenda Appendix
  • 14. Agenda Incorporation Solutions Other Startup Solutions • Both aimed at companies establishing Indian operations Outsourced Support Solutions • Aimed at companies looking to outsource ‘non-core’ support functions
  • 15. Agenda Incorporation Solutions • End-to-end responsibility for incorporation of our customers’ Indian operations • Registration with the Registrar of Companies • Permissions from the RBI • For investment by customers’ parent into India • For carrying on business in India • Registration under various central and state laws • - including STPI, EPZs, Customs, etc. • Assistance in preparation of business plan • Facilitation of financing of Indian operations
  • 16. Our Solutions Other Startup Solutions Assistance for commissioning of our customers’ India operations in the shortest possible time • Assistance in vendor selection – Realtors, architects, recruiters, etc • Negotiation of terms of engagement with vendors • Templates for agreements with vendors • Lease agreement • Employee offer letters, NDAs, etc. • Paperwork for procurement of computers & other capital goods • Bank account opening • Implementation of ESOP
  • 17. Our Solutions Outsourced Support Solutions Complete management of the following support functions • Accounting and Financial reporting • Human Resources • Statutory compliances • Legal and Secretarial • Commercial Solutions We Facilitate • IT Network Management • Facilities Management
  • 18. Our Solutions Accounting and Finance • Book keeping • Collections and disbursements • Preparation of periodic financial statements and MIS reports • Audit facilitation • Preparation of business plans • Preparation and implementation of internal control policies • Treasury management • Corporate taxation • Risk management
  • 19. Our Solutions Human Resources • Preparation and implementation of policies regarding travel, leave, loan etc., • Drafting and maintenance of employee contracts • Structuring of employee compensation to optimize tax outflow • Preparation and implementation of stock option & stock purchase schemes • Monthly payroll processing • Benefits administration • Administration & maintenance of medical insurance & personal accident insurance cover for employees
  • 20. Our Solutions Statutory Compliances Maintenance and submission of periodic returns under • Indian Companies Act, 1956 • Software Technology Parks of India Scheme • Karnataka Sales Tax Act, 1957 • Central Sales Tax Act, 1956 • Karnataka Tax on Profession Act, 1957 • Income Tax Act, 1961 • Employees Provident and Miscellaneous Provisions Act, 1952 • Employees State Insurance Act, 1948 • Labor Laws
  • 21. Our Solutions Legal and secretarial • Preparation and vetting of Company contracts • Preparation and submission of income tax returns • Advising the Company on specialized matters concerning • Corporate taxation under the Income Tax Act, 1961 • Avoidance of double taxation of income • Compliance with labor law • Assistance on Secretarial matters required under the Indian Companies Act, 1956 • Updating of statutory records • Convening and conducting Board and Shareholders’ meetings • Preparation of minutes of Board and Shareholders’ meetings.
  • 22. Our Solutions Commercial • Assistance with STPI and Customs approval for imports • Advise on benefits available under the prevalent Export-Import Policy • Formulation and implementation of purchase policy IT Network Management and Facilities Management • Work with either in-house team(s) or external vendor(s)
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  • 26. Agenda Management Solutions Ltd Co- Third party HR Policies BOD Book keeping Taxation incorporation vendor selection Payroll Members MIS reporting Labor laws Registrations Benefits admin Company law Import Audit facilitation STPI STPI Clearances ESOPs formalities formalities GAAP reporting Periodic Document Insurance Templates returns Refer Appendix for a detailed listing of our solutions