Professional Profile

Professional Profile 2015
S J P & Co., Chartered Accountants
L-10, Jal Darshan Tower, Nr. Bahumali Building,
Opp Navdi Owara, Nanpura, Surat
Gujarat, INDIA.
Our Mission:
To help leaders make distinctive, lasting, and substantial improvements in performance, and constantly
build a great firm that attracts, develops, excites, and retains exceptional people.
Our Vision:
To be the most trusted and respected professional services firm recognized by our clients for delivering
excellence.
Our Values:
• Integrity
o We do the right thing regardless of the consequences.
• Pursuit of Excellence
o We continually strive to exceed the expectations of our people and our clients.
• Accountability
o We take responsibility for individual and collective actions.
• Collaboration
o We work together to achieve collective and individual goals.
• Passion
o Our energy and enthusiasm are contagious. We are inspired to make a lasting impact.
Firm’s Particulars:
The firm was founded in 12/03/2013 as a proprietorship firm by CA Saurabh Patel. Since
12/03/2013 the firm has been providing services to satisfied clients in the core sectors of Taxation,
Auditing and Finance.
Date of Establishment of Practice 21th
January, 2012
Date of Establishment of Firm 12th
March, 2013
Head Office Nanpura, Surat
State/Province of Registered Office Gujarat
Strength of Staff 4
Strength of Professional Staff 2
Firm Registration no. 136120W
Proprietor/Partner Membership No.
• CA Saurabh Patel 148461
1 Phone No: (O) 0261-2465886 E-Mail: helpdesk.sjpco@gmail.com
Web site:- www.sjpco.icai.org.in

Services Offered:
• Taxation:
Attitudes to tax are changing. Organizations of all sizes are ever more exposed to new trends in tax
regulation, not just locally but globally. By thinking beyond the present and beyond borders to
deliver long-lasting value, our firm’s understanding of tax governance, specialist skills and deep
industry knowledge help you to stay competitive and compliant.
o Direct Tax
 With professional skills and expertise our firm helps our client in specific and
general tax planning issues in the area of Income Tax, Wealth Tax and others.
o Indirect Tax
 With the increase in Economic activity, be it manufacturing, service or trading,
there arises a need to manage and adequately monitor Indirect Taxes such as
Excise Duty, Custom Duty, Service Tax, State Level VAT and others, our Firm guides
the clients through that process and the helps the client in tax planning.
o Dispute Resolution and Controversy Services
 Our Dispute Resolution & Controversy network works with firm’s clients to protect
against, prepare for, and resolve disputes with tax authorities. We help the firms’
clients to take control of the dispute resolution process to get effective results.
• Accounting:
o Accounting Compliance and Reporting
 Accounting Compliance and Reporting services is focused on helping clients meet
their financial reporting requirements in business.
1. Managed centrally, our services link our competencies in finance to support
the full spectrum of compliance needs such as Statutory Compliance (viz
Companies Act, Partnership Act, etc.), Standard Compliance (viz AS, IFRS,
IAS, GAAP, etc.)
• Auditing:
S J P & Co., can provide independent audit services designed to enhance the reliability of
information prepared by clients for use by investors, creditors and other stakeholders, including
country-specific statutory requirements. Audit services also include a range of other forms of
attestation reports.
o Financial Statement Audit

 Our tailored audit services can help you build trust and confidence through
transparency, clarity and consistency. We adapt our audit services to fit your
unique needs, but what doesn’t change is the exceptional service quality we deliver
to all our clients. Whether you’re already at the top or you’re on your way up.
 Our Compliance and Statutory auditing services helps clients to get their
statements audited with the requirement of certain statutes (viz Companies Act,
Income Tax Act, Central Excise Act, Finance Act (Service Tax Audit), Wealth Tax Act
and others.)
o Concurrent and Internal Auditing
 Concurrent Auditing (banking specific) - Concurrent audit is an examination, which
is contemporaneous with the occurrence of transactions or is carried out as near
thereto as possible. We ensure that the transaction or decisions are within the
policy parameters laid down, they do not violate the instructions or policy
prescriptions, and that they are within the delegated authority and in compliance
with the terms and conditions for exercise of the delegated authority.
 Internal auditing is an independent, objective assurance and consulting activity
designed to add value and improve an organization’s operations. It helps an
organization accomplish its objectives by bringing a systematic, disciplined
approach to evaluate and improve the effectiveness of risk management, control,
and governance processes.
o Attestation Services - Our Firm’s Audit professionals provide attestation services that are
designed to help our member firms' clients address specific issues.
 Prospective reporting – Where permitted, assisting clients with the development
or reporting on the preparation of financial information based on assumptions
about events that may occur in the future and possible actions by an entity
presented as part of a process to obtain financing.
 Other forms of attestation – Our firm is often called upon to assist clients to issue
reports on examinations, reviews or agreed-upon procedures. These services cover
many needs for attestation that are outside the financial statement audit
requirements. They respond to business needs of clients to obtain independent
assurance on the reliability or validity of information related to a product, service
or activity that is the responsibility of the client.
• Consultancy:
o Analytics

 In this elastic world, high performance hinges on the ability to gain insights from
data. Informed executives make more insightful decisions that deliver improved
business outcomes across the enterprise. We help organizations provide that edge.
o Finance and Enterprise performance
 S J P & Co. works with clients to develop and deliver innovative solutions that can
successfully transform an organization's finance management capabilities to
achieve enduring value.
o Operations
 S J P & Co.’s Operations Consulting service line has the experience, capabilities and
insight to help clients create long-term profitability and shareholder value.
o Risk Management Services
 S J P & Co. offers risk management services to organizations looking to achieve high
performance.
o Sales and Customer Services
 Our Sales and Customer Services helps clients acquire, develop and retain more
profitable customer relationships through a broad range of capabilities that address
every aspect of the customer experience.
o Strategy
 A combination of intensified strategy brought on by recent turbulence in the
economy and the acceleration of new information technologies is driving entities to
look for new business models to meet increased demands for efficiency,
competitiveness, short-term agility and long-term growth.
o Sustainability
 We work with clients across industries and geographies to integrate sustainability
approaches into their business strategies, operating models and critical processes.
o Talent and organization
 S J P & Co.’s Talent & Organization collaborates with clients to dramatically improve
the performance of their enterprise with integrated talent, HR and organization
change services. We work with clients to identify their most critical business goals,
and then we align human capital strategy, leadership, HR, analytics, enterprise
learning and organization change capability to help deliver positive, measurable
outcomes.
• Information Technology:

o IT strategy
 We bring a deep understanding of the client's industry, technology trends, and
business needs to help develop an IT strategy that will support and enable the
broader business goals. These strategies draw heavily on our experience in helping
clients redesign IT functions such as application development, infrastructure,
sourcing, or lean IT, and on our knowledge of business strategy and sector
dynamics.
o IT organization
 Successfully implementing an IT strategy requires an organization and governance
model tailored to the IT strategy. We help support IT strategy execution by
designing the right models, decision-making processes, incentives, and metrics.
o IT audit
 A comprehensive diagnostic of IT governance and performance from both an IT and
a business perspective, its overall assessment of IT strategies and procedures.
• Corporate Services:
o Set-up and Establishment
 Our firm helps a company to startup and provides advisory and consultancy
services for Registration, Stamping, Charter framing and other setup and allied
activities.
o Compliance and Reporting
 Refer “Accounting”
o Merger and Acquisitions
 No matter the size or complexity of your deal, our M&A Transaction Services
practice assists you to achieve the best value from a transaction through due
diligence, structuring and post-closing. We respond on a real-time basis with
creative, practical and value-added solutions. Our focused and time-sensitive
approach to due diligence, structuring and post-transaction activities provides you
with the competitive edge you need in ever-changing business environment.
o Demergers and Liquidation
 Our Demergers and Liquidation services provides smooth and easy transition of
demergers and liquidations and with required statutory requirements. Our Dispute
resolution services also help in such transition.
• Investment Management:

o We serve our institutional clients by delivering high-quality investment consulting advice,
products and services. The continued satisfaction of our clients defines our position.
 Funds Management - Our Funds Management service enables clients to allocate
their funds with expertise knowledge and investing them in optimal return bearer
assets.
 Portfolio management – Our Portfolio Management service provides skilled advice
to clients to employ their investments in a professionally valued and framed
portfolio.
• Enterprise Services:
o We, with expertise skills and professional talent, understand the need and requirement of
each and every new business and provide services to and help setup their business be it an
Entrepreneurship, Partnership, Trusts, Co- op Societies, etc. legally and with statutory
requirements. We help in framing up Charters and Deeds for setup of Partnership, Trusts,
Co-Op societies etc. and advise on regulatory matters and frameworks.
• Capital and Finance Procurement Consultancy Services:
o Equity –
 We liaise with different Private Equity firms and Companies that are willing to
invest, in ventures and businesses of Entrepreneurs having vision and an idea that
can excel, without losing the Entrepreneurial Ownership Capability over such idea,
venture or business.
o Debt -
 We liaise with different Banks and Financial Institutions that can provide tailor
made and required finance in the form of Long Term or Short Term Debt. We help
Entrepreneurs acquire Project Finance for their upcoming new Projects and
Ventures. We also help businesses acquire working capital finance for their on-
going business.
o Individual Finance –
 We also help our clients to acquire finance for personal purposes such Hosing
Finance and others.
A Glimpse over core services and Conspicuous Clients:
• Income Tax and Auditing and consulting thereon,
o The Rander Peoples Co. Op. Bank Ltd.:-
 Appointed Tax Auditor Firm for F.Y. 2012-13, 2013-14, 2014-15.

 Appointed as Income Tax Consultant Firm for handling affairs relating to income tax
of the bank for F.Y. 2013-14, 2014-15.
o Akshara Aqua Pvt. Ltd., Surat and Bharuch:-
 Appointed Income Tax Consultant and Tax Auditor Firm for the F.Y. 2013-14, 2014-
15.
o Also provided similar services to many Individuals, Firms and other Entities.
• Business Consulting,
o The Rander Peoples Co. Op. Bank Ltd., Surat – All Branches:-
 Business consultant Firm for the F.Y. 2012-13, 2013-14, 2014-15.
• Business Development:
o We, at several instances provided consultancy and helped
formulate and implement strategy for Business Expansion for both
Core and Allied business activities.
• Policy Framing and Implementation:
o Consulted and Assisted in framing Loan Policy, Business
Development Policy, Information Technology Policy and Disaster
Management Policy and even Budget Policy and Action Plan.
• Board Advisor:
o CA Saurabh Patel of our Firm was appointed as a primary advisor to
the Board for matters relating to Business Development and
Information Technology.
• We contributed as consultant and helped grow the Bank from an
approximate loss of 85 Lakhs in 2011-12 to 1.40 Lakhs profit in 2012-13 and
achieving as high as 55 Lakhs Profit in 2013-14 registering a growth as high
as around 4000%.
• Ref.: Mr. Kamlesh Sailor - Chairman
o Akshara Aqua Pvt. Ltd., Surat and Bharuch:-
 Business consultant for the F.Y. 2013-14, 2014-15.
• Business Development:
o Provided consultancy and helped formulate and implement
strategy for Business Expansion for Core activities which was Inland
Fisheries.

• During our term as a consultant, the Company registered a growth from
approx 50 Thousand in 2011-12 to approx 4 Lakhs profit in 2012-13
registering a growth of 700%.
• Ref.: Mr. Kiran Patel – Managing Director
o System Infra, Surat and Banglore:-
 Business consultant for the F.Y. 2013-14, 2014-15.
• Business Establishment and Advisory:
o We assisted the Firm which was new in the area of Road
Construction and Allied Activities in establishing its legal identity
and advised in other financial and allied matters.
• Ref.: Mr. Bhaskar Anand – Managing Partner
• Project Financing:
o Provided advisory and consultancy services to various Individuals, Firms and Companies to
avail Finance through Banks and Financial Institutions.
o Nidhi Agencies, Surat:
 Helped them avail Business Term Loan from Bank and consulted and advised in
preparation of detailed Project Report and Report on Funds Allocation.
• Gujarat Value Added Tax and Central Sales Tax,
o Consultation provided to the following entities:-
 Mahalaxmi Jewelers.
 Om Sai Computer and Mobiles.
 And others.
• Service Tax,
o Consultation provided to the following entities:-
 The Rander Peoples Co. Op. Bank Ltd.
 Mr. Nagin Mokani, Govt. Approved Valuer.
 Maske Enterprise. (Construction Contractors)
 System Infra (Construction Contractors).
 And others.
• Systems Advisory services:

o The Rander Peoples Co. Op. Bank Ltd.,
 Cheque Truncation system:
• Supervised and Assisted in the New CTS Cheque Clearing system from the
Old MICR Clearing System and ensured successful implementation of the
same.
 Core Banking Solution:
• Supervised and Assisted in migration and data conversion from old basic
banking software to new and advanced Core Banking Software.
• Statutory Audit:
o Companies
 Akshara Aqua Pvt. Ltd., Surat and Bharuch:-
• Appointed Statutory Auditor for the F.Y. 2013-14, 2014-15.
o Co. Op. Societies and Trusts:
 Undertaken solely as well as by various assignments from senior Chartered
Accountants for assistance in Statutory Audit of various Institutions,
• Under Assignment,
o Rachna Credit Co Op Soc.
o Chaprabhatha Piyat Sahkari Mandli
o Chaprabhatha Gram Swaraj Sahkari Mandli
• Self,
o Muktidham Hindu Samsanbhumi Trust
o Lal Chuda Kadva Patidar Trust
o Mahadev Mandir Trust
o Khodiyar Seva Trust
o Ram Dulari Medical Trust
• Establishment and Allied advisory Services:
o Consultancy Provided to,
 Muktidham Hindu Samsanbhumi Trust

 Khodiyar Seva Trust
 Ram Dulari Medical Trust
 System Infra (Firm)
 Om Sai Computer and Mobile (Firm)
 And many more entities.
• Advisory on Accountancy and Allied Services:
o Some of my notable clients are as follows,
 Nilkanth Provisions
 Mohini Creation
 Pratham Creation
o Also provided consultancy to various entities on Accounts Maintenance and Preparation.
Qualifications:
• Our founding proprietor is CA Saurabh Patel qualified as a Chartered Accountant in Nov. 2011
clearing all CA exams at First Attempt and scoring a notable 70 marks in Indirect Taxation.
• CA Saurabh Patel is also qualified as Bachelors in Law and Legislation and Bachelors in Commerce
from Veer Narmad South Gujarat University.
• All the members and employees of the firm are duly qualified and are also enthusiastic towards
work.
Declaration:
We hereby declare the above mention details are true to the best of our knowledge and belief.
Place: SURAT
CA Saurabh Patel
Proprietor

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