Kapadia Actuaries & Consultants is a leading Actuarial Consulting Firm in India. With our headquarters in Mumbai, the Financial Capital of India, we are spread across the geographical bounds of the country and have a strong presence at five locations in India – Pune, Ahmedabad, Hyderabad, Bangalore, and Chennai.
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Actuarial Consulting Firm in India | Kapadia Global
1.
2. Kapadia Actuaries and Consultants, founded by late Shri Nalin Kapadia,
currently headed by Actuaries, Mr. Jenil Shah & Mr. Saurabh Kochrekar is one
of the pioneer Actuarial firms in India with its niche into Employee Benefit
services.
2400+ clients | Presence in 7 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.
Our Mission is 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.
EnvisionMission
3. KAC is a promise…
A promise of Quality, Timeliness and Professionalism
Quality TimelinessProfessionalism
• Maker-Checker Valuation Process
• Error Free Report Delivery
• Professionalism
• Business ethics
• Transparency
• 72 Hour Delivery Time
• 24x7 CRM Support
4. 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.
5. 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
6. Implemented
by Technical Team
Overlooked by
CRM Team
Pre - Valuation ReportingValuation
1. Understanding the Regulations
2. Understanding the Scheme
3. Data Validation
4. Assumptions Setting
5. Solving Mgmt. Queries
6. Solving Auditor Queries
7. Submission of Final Report
8. Solving Mgmt. Queries
9. Solving Auditor Queries
10. Submission of Final Report
8. • Trust Formation
• Regular Contribution or Funding Reports
• Gratuity Fund Management
• Tailor- made solutions for Warranty
Valuations meeting the compliance standards
• Business and Brand Valuations
• Insurance Audit
• Group Term Insurance Consulting
• Group Health Insurance Consulting
• Non Life Insurance Consulting
• Product Pricing
• Reserving
• Regulatory Filings
• Asset Liability Management
• Scheme Design
• Scheme Drafting & Documentation
• Employee Seminars
• ESOP Valuations for Accounting
Group Gratuity Fund Management
Warranty, Business and Other Valuations
Group Insurance Solutions
ESOP (End to End)
Consulting to Insurance Companies
• Financial Planning Seminars
• Time Management & Productivity
• Mindfulness
• IFRS Training
Corporate Trainings
9. Sharon Kholi
Sr. Actuarial Manager
Sharana Mehta
Sr. Actuarial Manager
Jenil Shah
Actuary (Partner)
Anil Sevak
Technical Head (EB)
Hiral Rambhia
Client Relations Head (EB)
Saurabh Kochrekar
Actuary (Partner)
Add above Gratuity (as a separate distinction, not a bullet point) : Ind AS | US GAAP | IFRS | NFRS | SLFRS | IFAS --DONE
Add after Gratuity: End of Service Benefits (to the list) --DONE
Add after Post Retirement Medical Scheme: Loyalty Bonus Benefits (to the list) --DONE
Change: It’s Privilege Leave not Provident Leave --DONE
Change: Spelling of ESCOP to be changed to ESOP --DONE
Change: In the India Map, please add Delhi -- DONE
Change: Keep spacing in the Pre- Valuation, Valuation & Reporting Arrows so that the pointers mentioned below are centre aligned --DONE
Change: The Title from “Exclusivity in Act. Valuations” to “Actuarial Valuations and More..” --DONE
Change: the way to present the following additional services for better highlighting --DONE
Please do the alignment.. --DONE
Thanks
Change the title from “Our Team” to “CORE TEAM” - DONE
Add the new pictures, for SK, you can keep the same for now. -- DONE
Designations:
Jenil: Actuary (Partner)
Saurabh: Actuary (Partner)
Anil: Sr. Actuarial Manager (EB)
Hiral: Client Relations Head (EB)
Sharon: Actuarial Manager (EB)
Sharana: Actuarial Manager (Life)
Change: title to “Brands we have served…” -- DONE
Please add the logos for the names written
