This document provides information about opportunities for investment and business in India. It discusses India's states and territories, incentives provided by states to attract foreign direct investment, and examples of sectors that receive incentives like IT, biotechnology, and tourism. It also mentions types of incentives like tax exemptions. The document then discusses potential investment opportunities in some Indian states and reasons why India is an attractive place for business, including its large customer base, talent pool, rule of law, and infrastructure. It outlines Ubika's services for companies entering and expanding in India, including market research, business planning, and regulatory compliance support.

2. India: some facts
Entering India: some ways
How can Ubika help

3. Opportunity India: a quick overview
1. India has 29 states and 7 union territories.
2. To attract FDI, a single-window system now exists
in most of the states.
3. Most states provide sector or industry specific
incentives for attracting investments
4. Eg. IT/ITeS, Biotechnology and Tourism sectors,
Textiles, Food, Fisheries, Film, Healthcare and
Power Generation. Also on size: micro-, small-
and medium-size enterprises (MSMEs).
5. Most incentives take the form of exemption from
stamp duties, registration fees, electricity duties
and various taxes.
6. Direct tax benefits include exemption from
commercial taxes, value added, luxury,
entertainment and property

4. Investment possibilities in some Indian states:

5. Investment possibilities in some Indian states:

6. Investment possibilities in some Indian states:

7. Why India: Our view
Good Demographics Customer base, Talent Pool
Strong urban centers Customer base, compatible infrastructure
Rule of law Easy to own property, Contract Act, Corporate law
Educational Facilities Strong school and university system
New Government
Elected this year for 5 years with majority and pro-
capitalism
Reasonable infrastructure
Good air connectivity, reasonable train connectivity,
moderately good roads
Familiarity with foreigners
Expats living in many numbers in Delhi, Bombay,
Bangalore
Range of Climate/
Topography
Tropical, Temperate, Cold weather, Mountains,
Seaside, Forest

8. India: some facts
Entering India: some ways
How can Ubika help

9. Entering India: For a small sized company:
Test the waters
• India DIPSTICK:
• Make a
business trip to
connect with
other foreign
Cos and speak
to potential
customers
• Check Market
area, transport
infrastructure,
communication
Token presence
• India STARTER
• Set up asset
light base,
logistics, people
and processes
for Ops on our
books
• Talent hire on
easy basis
• Commence Ops
• Monitoring and
review by us
Go No Go
• Evaluate results
of first few
months
• Financial
Feasibility for
setting up
Formal
presence

10. Entering India: For a mid sized company:
Market Research
• Domestic and
International
players with
details on
their products,
prices
• Substitute
Products
• Regulatory
Environment
• Cost of ops
• This will be
inputs to the
Business Plan
Business Plan
• The document
that will help
decide
whether to
commit
resources to
India or not
Roll out
• Fund
Structuring
• Office
Establishment
• Regulatory
Compliance
• Talent
Acquisition
• Monitoring
and Review

11. MULTINATIONALS – DOING BUSINESS IN INDIA

12. MULTINATIONALS – DOING BUSINESS IN INDIA

13. MULTINATIONALS – DOING BUSINESS IN INDIA

14. MULTINATIONALS – DOING BUSINESS IN INDIA

15. India: some facts
Entering India: some ways
How can Ubika help

16. Why Ubika: Integrity, Accountability and People
We value
Integrity above
all
Talent Diversity
Conscientious
and
Accountable are
our next best
favorite ValuesMulti levels: CEO,
CFO, VP, Manager
Multi Education:
Accountant, Lawyer,
Engineer,
Multi Company: EY,
Reliance, Diageo,
KPMG, DBS
We are a full services consulting firm working with a variety of clients in India and
India Entry happens to be one of our practices: So we are not really a liaison firm:
We bring more than networks, we bring real life business running skills.

17. How have we helped India Entry clients in the past
A UAE based Travel company that wanted to evaluate how to expand into India:
Their original plan was to set up offices in India which we counselled them against
and instead helped them move their back office to India. Next year after they had
confidence in dealing with the Indian scenario they set up office in India with
minimal assistance from us. We want to help clients find their feet in India and do
not seek to find solutions which would increase their dependence on us specifically
Moving their back office involved finding the right city, rentals, fit out, talent
acquisition and operations review.
A young scientist of Indian origin wanted to set up a Catalyst manufacturing base.
We helped him locate sources of finance, fronted several key negotiations for
infrastructure and business partnerships and responsible for the Finance function.

18. Our Regular consulting work:
A 20 year old company based in Kenya and Tanzania required to expand into three countries.
We functioned as an interim Project Head and interim CFO to aid in the set up and the
expansion into Uganda and Ethiopia
A 14 year old garment manufacturing company with clients like Walmart and three of the top 5
retail chains in India was making losses for the first time in its history. They wanted us to raise
money from the bank as they were short of cash. We first helped them figure out where and
why the lost money by resolving communication differences and irrational processes.
Developed business model for post-merger integration of 350 coops, in accordance with
European Union requirements with a team of fifteen coop representatives defined new
processes in the merged coops implementing centralization, workflow simplification, IT changes,
limits of authority, HRM processes including motivation factors
Implemented Lean Six Sigma for the Card Division with a team of five key staff, analyzed current
processes, identified gaps versus customer needs and defined service standards for the credit
card delivery process. Improved card delivery time significantly and achieved cost savings

19. Our founding beliefs
Balance SustainableDisciplineInnovative
Collaborative Detail oriented Big Picture
Optimization Long term view Fair play Symmetry
Flexible Focused Humility Learning
Paranoid Confidence Creative

20. Client Services
Strategy
Growth Basics: Few companies
succeed in sustaining growth over
a five year period. We help new
companies grow by balancing
focus and flexibility.
Reset Advisory: Companies
languish despite a good product
due to bad strategy, poor support
functions. We help them evaluate
potential for growth and help
them attain it
Family Business: Should we let go
or keep it in or how much control
to retain? We help answer this
question and maintain or grow
the company
Workshops: to help clients
brainstorm opportunities,
prioritize strategic options and
navigate potential pitfalls.
Finance
Fund raise: Raising Debt or equity,
Structured facilities. Feasibilities,
Disbursements and preparing the
company for receiving funds
Transactions: Consolidation, spin
offs are key to emerging
companies gaining scale / unlock
value. We help bringing big
transaction rigor and value here
CFO Services: The conscience and
balancing factor of an organization.
We provide the wisdom and
insights of an experienced CFO to
help set up or streamline the
Finance function
Restructuring : We bring a multi
practice approach combining legal,
financial, and HR skills to turn
around, interim crisis management
and exits.
Process Management
Business Process Design: Design
or redesign processes to balance
local requirements & efficiency/
effectiveness with IT automation
Cost Optimization: Functional
excellence, efficient processes
and good resources can be
optimized on a long term basis.
MIS Design and Automation:
The result of every Process and
the input to every decision is
good MIS. We help you design
what to monitor, how to monitor
and getting the results
Process Audit: Good processes
require their controls to be
audited to ensure that design
defects or changed business
realities can be dealt with
effectively

21. Client Services
IT Project Management
IT Diagnostic: Less than 30% of IT
projects are successful. Our varied
experience and good skills help us
perform deep diagnostics and
remove uncertainty regarding IT
projects and help in efficient
allocation of resources.
IT Security: precious resources
are wasted due to low security
levels We help set up policies to
provide IT Security
IT Workshops: to help employees
realize the full potential of IT
applications
Human Capital
Organizational Design: We help
emerging companies deal with the
complexity and ad hoc nature of
most organization structures which
are a result of their rapid growth.
Similarly moribund organization
structures contribute to several
companies languish and unable to
attain their growth potential.
Performance Management
System: The eternal problem in big
or small organizations is calibrating
employee and organization
expectations. We help by defining
performance management systems
with a modified BSC being a tool
we strongly believe in.
Private equity
Deal Generation: The clients
we would bring to the funding
table would have undergone
substantial intervention from
us over a substantial period of
time which increases the
probability of success
Due Diligence: Our experience
with emerging companies help
us to go beyond financial
statements and contracts
analysis.
Strategic interventions: Many
investments lose value to
varying extents and the nature
of intervention required may
be a CFO or a change in
strategy, a change in leadership
or process redesign or a
comprehensive turnaround.

22. Leadership Team
India & Leadership & Training
K Chandrasekaran was the President of Reliance BPO and has been a pioneer in
the BPO space in India. He was responsible for the setting up Reliance’s
massive, feature rich and efficient BPO business from scratch to a strength of
10,000 staff providing services to 13 different industries. He now trains
promoters of large companies on modern management techniques and talent
retention.
USA and Process Consulting
Maria Achilleoudes has a MSc from Columbia University and a BSc from City
University of New York and a Lean Six Sigma Master Black Belt . She first worked
with IBM’s Quality, then Marketing Division in New York. She then joined
Universal Bank, Cyprus before starting a consulting firm which works on Cost
reduction and Process Improvement jobs.
Africa and Strategy
George Antony has spent 60% of his time with the Big 4 in advisory and the rest
in the Industry heading finance for a start up where he raised equity and debt,
set up the finance department and managed procurement. In the Big 4 he
advised a variety of clients on Process improvement and strategy. At Ubika he
works with clients on Strategy, Training and Interim Management. He also
teaches entrepreneurship to rural entrepreneurs

23. Partner Rationale
Geographies Partner
Brazil Justen, Pereira, Oliveira and Talamini
United Kingdom H& JL Co.
Germany Ingo Potsch & Co.
Spain ARS Corporate
Isle of Man Angelena Boden
NC, USA Chacko Verghese
1. Partners help us deepen our
service, extend new service lines
and access new geographies.
2. Focus on providing a complete
range of services, so partners are
crucial to delivery.
3. This focus is based on our belief
that the silos that exist in
organizations, and the
corresponding compartment style
of delivery that most advisors have,
makes solutions less effective.
External Service Area Partner
Design Dhaaka & Bhagat
Legal Anil Fernandes & Associates
IT Software Sparsh IT Solutions
We have a deep relationship with most of our key partners dating back to at least
six years making them partners in the real sense of the word.

24. International Partners
North Carolina | Chacko V
Global Market Resources, Inc (GMRI)
identifies, evaluates and facilitates
international joint ventures. GMRI
assists in technology transfers
between the US and India, including
ASEAN and MENA nations. He is a
trained Pharmacologist. Prior to
founding GMRI in 1997, he worked
for Glaxo Wellcome/GSK for over 18
years in the early stage drug
discovery process.
Isle of Man | Angelena Boden
25 years of professional training both
in the UK and overseas and founder
of the popular 15 minute training
package containing Customer
Service Skills. Her firm specialises in
the tourism and leisure industry. She
now seeks to role model for older
women who wish to set up in
business and continue to contribute
to society. She wants to do the same
for young women wanting to start up
London | Julia Lucas
A flexible, experienced CFO working
with start-ups and distressed early
stage businesses. She enjoys working
with businesses to help them refocus
and then shape and refine strategy,
drive bottom-line improvements.
She was Financial controller at
Logistics Companies and also served
as Director of UK Warehousing
Assoc. Her last engagement was Non
Executive Director at BPAS
Brazil | Cesar Pereira
A partner with one of the leading law
firms in Brazil, Justen, Pereira,
Oliveira & Talamini works closely with
us on clients seeking to engage
themselves between India and Brazil.
Cesar is also the President of the
CAIEP, the arbitration center of FIEP
formed in 2005, the Federation of
Industries of the state of Paraná
(Brazil). FIEP gathers over 40,000
companies.
Georgia Tech| Dr J Bailey
Dr. Jennifer Bailey is a rare mix of
significant years in the industry in
Supply Chain at companies like Ricoh
and JM Huber and now an equally
significant number of years in
academia. She is pursuing a Doctoral
Graduate in Supply Chain
Management. She helps companies
with Supply Chain Management
solutions. She is our link to
academia in the Supply Chain space
Spain | ARS Corporate
ARS Corporate is a firm with a
dedicated focus on strategic advisory
in investment and capital structure
related areas, located in Barcelona
and Madrid. Our core business is
mergers & acquisitions, in which our
founding partners gathered in-depth
international experience since the
early nineties in national and cross-
border transactions.