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Intro & Proposal - Kanha & Associates

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INTRODUCTION AND PROPOSAL

KANHA & ASSOCIATES


Cover Note
To,

The Directors of____________________________,

➢ We are delighted for the opportunity to present our proposal to provide consultancy services.
➢ With an extensive experience in fund raising, Creation of Digital Dashboard in Tableau Software, Financial
Modelling, Secretarial work, Vetting and Preparation of Transaction Documents and Structuring across the
sectors and related documentation in compliance with local laws, our firm is poised to address your
immediate service needs and is ready to leverage our capabilities to support you in any of your future growth
strategies.
➢ We have sought to ensure that there is best mix of skills, experience and expertise among the team members
who will be working with you. Rest assured you will be served by the best. To this end, I will act as your
relationship partner and will be your first point of contact for any relationship and escalation related matters.
➢ We take a personal interest in every aspect of your business and seek to always be looking at ways in which
we can improve our service to you.
➢ Again, we thank you for the opportunity to propose and we look forward to further demonstrating our
capabilities and distinctly different service approach.
➢ Kanha & Associates is a Professional Services Firm under which dedicated professionals have developed core
competence in the field of audit, financial consulting services, financial advisory, risk management, direct and indirect
taxation services to the clients. Each Partner is specialized in different service area. The services are structured
differently in accordance with national laws, regulations, customary practice, and other factors. We continuously strive
to improve these services to meet the growing expectations of our esteemed customers.

➢ With diversification, our professional practice is not only limited to Bangalore but has crossed over to the other parts
of India with a motto to provide “One Stop Solutions” to all our clients.
SERVICES IN RELATION OF START-UP’S and Other Domain Businesses

❑Private Equity
• Financial model and detailed Information
• Creation of Digital Dashboard in Tableau Software or etc
• Preparing Commercial term sheet
• Business Valuations
• Financial Structuring, Capital Funding and Documentation
• Preparation of Investment Pitch Deck
• Drafting Share Subscription Agreements and Share Holders Agreements
• Assisting promoters/Investors on shareholding structures
• Advising/preparing Cap table on fully diluted basis, Founder’s agreement,
ESOP related works.
• Assisting the company with fundraising efforts and tasks related to pre-
IPO and IPO processes
SERVICES IN RELATION OF START-UP’S

❑Restructuring & Reorganization

• Assisting Tax efficient structures


• Mergers/buyouts
• Acquisitions
• Structuring Inbound and Outbound Investments

❑Advisory Services

• ESOP Plans
• Financials Analysis and planning
• Drafting agreements
• End to end responsibility for obtaining regulatory approvals
• Virtual CFO
• Techno-Commercial Feasibility Studies, Project reports
OTHER CONSULTANCY SERVICES

Direct tax and Cross border Taxation

➢ Tax planning / compliance for individual and corporate


➢ Tax impact analysis
➢ Transfer pricing
➢ Structuring of cross border transactions
➢ Structuring overseas investments
➢ Providing updates on significant change of law
➢ Providing clarifications and opinions on issues
➢ Representation before various authorities
Corporate Law
➢ Company incorporation
➢ Advice on corporate restructuring
➢ Filing of all statutory forms as per MCA guidelines and the Companies Act 2013
➢ Providing updates on significant change of law
➢ Providing clarifications and opinions on issues
➢ Representation before various authorities
Foreign Exchange Management Act

➢ FDI compliances and related documentation


➢ RBI Approvals
➢ Advisory services
➢ Providing updates on significant change of law
➢ Providing clarifications and opinions on issues
➢ Representation before various authorities
SOME OF OUR START-UP CLIENTS
We currently serve a number of clients assisted o fund raising and related documentation. These include:

Sl. No. Name of the company(Brand Name) Business Sector

1. MedPay Technologies Private Limited Healthcare Domain

2. Elevate Now(Start-up on weight-loss domain ) Healthcare Domain

3. Frozen Bottle QSR chain business Model

4 Arise.ai(Khare Classes) Ed-Tech Domain

5 Sati Exports Granite Business


PROFESSIONAL FEES
Firm’s Pricing Policy
Firm’s pricing is based on efforts involved and the risks associated
with issuing the tax audit report. Our charges are inline with
requirements of the industry standards.

Basis for our fees


➢ Our fees is based on the current nature of the business, size of the Company and scope summarised, as shared during the
introduction meeting and the information provided by you. Any significant changes in your activities or group structure
which could lead to changes in the fees will be discussed with you in advance.

➢ No major internal control weakness exist in any of the entities, general IT controls and IT application controls are
effective, and there are detailed descriptions available of your processes and your internal controls.

➢ It would be extremely difficult to estimate with any degree of precision, the time estimates in the first year of the
assignment. We believe this could be done in subsequent years. Based on our experience and taking into consideration
the time involved and proficiency required, we propose the fees structure as below (plus applicable taxes) which will be
exclusive of out of pocket expenses for the following scope of services . The same is subject to review annually.
PROFESSIONAL FEES
Professional fees shall be agreed based on scope and time involved in completing
assignments
PROFESSIONAL FEES

Description of service Fees (INR)

The above fees excludes applicable taxes and out of pocket expenses

Payment terms

▪ 50% as advance after accepting the proposal


▪ 50% after completing the assignment
Contact details of the relationship partners:

Mr. Navneet Agarwal, CA, CS


M No: 9916026616
Email: navneetagarwal511@gmail.com

Mr. Rakesh K, CA
M No: 9309835469
Email: rakeshkurapati.ca@gmail.com

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