Actuarial Valuation | Kapadia Global

Actuarial Valuation | Kapadia Global

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  Kapadia Actuaries andConsultants, 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 apromise… 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 atKAC 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 andExpert 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
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  Implemented by Technical Team Overlookedby 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
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  Data Validation Assumptions Analysis GroupConsolidation Report Management Analysis Report Blogs & Resources Employee wise Liability Report
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  • 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. ActuarialManager Sharana Mehta Sr. Actuarial Manager Jenil Shah Actuary (Partner) Anil Sevak Technical Head (EB) Hiral Rambhia Client Relations Head (EB) Saurabh Kochrekar Actuary (Partner)
• 10.
  Pooja Chhabria (Client Relations– Mumbai & Delhi) Hiral Rambhia (Client Relations - Head) GP Jayanand (Client Relations – Bangalore & Hyderabad) Shailaja Deshmukh (Client Relations - Pune) Shantaram (Client Relations – Chennai) Dharmesh Mehta (Client Relations - Ahmedabad) ----------------------------------------------------------------------------------------------- +91 98677 41102 hiral@nkapadia.com +91 82919 34856 pchhabria@nkapadia.com +91 94266 24453 mdharmesh@nkapadia.com +91 72760 19429 shailaja@nkapadia.com +91 99690 70406 jayesh@nkapadia.com +91 96067 28599 nidhi@nkapadia.com
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  Contact us: –98677 41102 / 82919 34856 www.kapadiaglobal.com Corporate Office 1205, Goldcrest Business Centre, Opp. Manubhai Jewellers, LT Road, Borivali (W), Mumbai 400092 _____