In a world propelled by changing technologies, consumers and markets, businesses need to adapt to volatility and uncertainty to stay afloat. With the global economic order and ever-widening volley of threats continuing to test even the most formidable organizations, companies are facing numerous challenges as they strive to find growth and stay competitive. From improving operational effectiveness, to expanding into new markets, we're here to lend that cutting edge.

EXPERIENCE DELIGHT

1

Global Scalability

As new markets rapidly develop and technology changes work and delivery paradigms, your business responds to the flux and operates on factors leading and causing the change. We, along with our network firms provide solutions.

2

Domain Understanding

At Kreston, project teams have direct access to senior partners who bring in a research oriented profound understanding of your business. This approach enables us to provide innovative and customized solutions.

3

A Dedicated Accessible Team

With our expertise at your service, we facilitate reducing the learning curve, which ensures you can run your business with more speed and efficiency. We ensure one-to-one contact with our people, which means you are in better decision.

OUR SERVICES

Chose from a list of services we have to offer

Direct Taxation

Transaction & Business Advisory

Corporate & Allied Laws Services

Wealth Management

POLO WEALTH ADVISORS is a wealth management arm of Kreston OPR. The founders have experience of more than couple of decades in providing value added services to our clients. We have offices at Vadodara, Pune, and Kolhapur. Our clientele vary from Family Offices, Companies, Family Trust, Personal Wealth and retail clients. We have also been recognized at different forums and various asset management companies. The latest recognition had come through CNBC TV 18- awarding us with Special Jury Award for Financial Advisors in Western India and getting featured in Consultants Review Magazine as the 25 most promising Wealth Managers in the country year 2016- 17.

COMPANY LLP FORMATION & COMPLIENCE

We advise the clients on the optimum structure (viz. Limited Liability Partnerships, Private Limited Company, Public Limited Company, Not for Profit) for their business. We understand your requirement and use our extensive knowledge of various structures and suggest the structures that shall help your business, keeping in view that the compliances do not become hindrances for your business.

Services Include :

  • Company / LLP Formation.
  • Conversion of existing partnerships into LLP or Companies and vice a versa.
  • Applying of Director Identification.
  • Getting various registrations and approvals like PAN Card, TAN Card, local registrations, VAT / GST / Excise Registrations, IEC Code and more…

COMPLIENCES

At Kreston OPR, our team works closely with clients to provide a host of compliance and outsourcing solutions with respect to compliances under corporate and allied laws.

Services include :

  • E-filing of various documents and returns with regulatory authorities.
  • Secretarial compliance services.
  • Review of secretarial records and updation thereof.
  • Appearance before central government, Company Law Board and other authorities
  • Winding up / dissolution of companies and LLPs.

COMPLIENCES & ADVISORY

We provide compliance and advisory services for company law matters, Securities and Exchange Board of India (SEBI) matters and other corporate laws (including representation before the Registrar of Companies and other authorities) and various types of commercial and legal documentation

Services include :

  • Advisory services in respect of corporate laws, SEBI, Foreign Exchange Management Act (FEMA), labour laws and other allied laws.
  • Assisting in designing a legal compliance framework for companies and conducting compliance audits.
  • Drafting of code of conduct for employees, HR policies, employment contracts.

MERGERS & ACQUISITIONS

Mergers and acquisitions are major transactions in the lifecycle of any business. They are complex, require significant investment of management time and can carry significant risks as well as rewards.

Kreston OPR provides the specialized skills, practical experience, and objectivity to ensure that the objectives of M & A are achieved. Our team has extensive experience advising and supporting clients in the planning, negotiation, and completion of M&A transactions.

Services include :

⦁ Sell side advisory
⦁ Buy Side Advisory
⦁ Joint Ventures and Strategic Alliance
⦁ Divestment

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MERGERS & ACQUISITIONS

Mergers and acquisitions are major transactions in the lifecycle of any business. They are complex, require significant investment of management time and can carry significant risks as well as rewards.

Kreston OPR provides the specialized skills, practical experience, and objectivity to ensure that the objectives of M & A are achieved. Our team has extensive experience advising and supporting clients in the planning, negotiation, and completion of M&A transactions.

Services include :

⦁ Sell side advisory
⦁ Buy Side Advisory
⦁ Joint Ventures and Strategic Alliance
⦁ Divestment

PRIVATE EQUITY

We help you find right partner to fund the growth of your business. We have huge experience in helping your business across the life cycle of Private Equity – Identification, Initiation, Structuring, Execution and Closure.

Services Include :

⦁ Growth Capital
⦁ Mezzanine Capital
⦁ Buyouts
⦁ Startup Funding

DEBT SYNDICATION

We help you in syndicating debt for diverse needs of businesses like expansion, working capital, Bridge Loans, Corporate Loans for general corporate purposes. We help in not only helping the clients / businesses in necessary submissions to the financial institutions but also represent and negotiate with financial institutions and banks on behalf of client / businesses.

Services Include :

⦁ Project Financing
⦁ Working Capital Financing
⦁ Corporate Loans
⦁ Structured Finance
⦁ Capital Market Financing

FINANCIAL MODELLING

We understand that the outputs of financial models are relied upon to make critical business decisions, whether it's to assess a corporate transaction, for strategic planning or operational change.

Our experienced team build robust, transparent financial models covering all circumstances and across a wide range of sectors. Our approach is to start with a clear understanding of the situation and design a model using proven methodologies and techniques. The advantages of our models include creating outputs and usability that are designed specifically for the user, as well as providing the flexibility of assumptions to perform sensitivity analysis.

Our financial modelling specialists develop solutions that not only meet immediate requirements but also deliver lasting value with many clients using them post transaction for the management and monitoring of their business

FINANCIAL DUE DILIGENCE

Financial due diligence is a very important aspect of transaction planning and it has been proven time and again that it can affect the transaction price for a business or even the decision whether to proceed with the transaction. Our due diligence approach is to provide critical information by identifying all the factors which can help you make an informed decision.

Our experienced professionals undertake a tailored approach and focus on key risk areas to provide pragmatic and commercial insights to ensure the investment rationale is robust and the difficult questions can be answered. We rely on the expertise of our colleagues and sector experts to provide the necessary commercial assessments.

Our assignments are closely led by partners and directors to ensure any key issues are identified at an early stage and no surprises are delivered at the end of the process.

We regularly provide advice on the associated legal documentation and represent management over discussions with counter party and legal team.

CAPITAL MARKETS

Becoming a public listed company is one of the major steps in development of a private company, it can provide capital for growth and creates market for its shares. Public listing of shares help enhance the profile and credibility of the business.

We focus on mid sized to large sized enterprises looking to grow. We advise companies on whole range of equity capital structures – from ordinary equity & hybrids to most innovative structures. We provide advice for your public issues

WEALTH MANAGEMENT

POLO WEALTH ADVISORS is a wealth management arm of Kreston OPR. The founders have experience of more than couple of decades in providing value added services to our clients. We also have offices at Vadodara and Kolhapur. Our clientele vary from Family Offices, Companies, Family Trust, Personal Wealth and retail clients. We have also been recognized at different forums and various asset management companies. The latest recognition had come through CNBC TV 18- awarding us with Special Jury Award for Financial Advisors in Western India and getting featured in Consultants Review Magazine as the 25 most promising Wealth Managers in the country year 2016- 17.

Philosophy:
‘Polo’ places the highest priority on maintaining INTEGRITY and PROFESSIONALISM. The reputation is vital asset to our business, and we will continue our endeavor to protect the confidence and trust placed in us by our clients.

We share a strong discipline for wealth management and we share the excitement of our Clients when they enjoy their capital by realizing small or big projects, which we consider all important on their personal level. Moreover, Polo has the capabilities to support our Clients in the corporate space, from advisory to capital budgeting, delivering to them our network of professionals and ensuring a valuable contribution to their projects.

Our research team goes much beyond traditional wealth management methods and blends know how with technology. Creating a winning investment portfolio that requires in-depth know how of new and better investment products and avenues. While designing an appropriate portfolio we carry out

a)    Doing a Risk Profile

b)    Based on risk profile we define an ideal asset mix

c)    Our asset mix is also based on your requirement of Capital, Need, Risk, Liquidity analysis

d)    We do suggest alternative investment products that shall result into lowering your risk and increasing the return.

e)   By doing this we try and creating profitable portfolio strategies

f)    Carrying out timely portfolio restructuring

g)    Defining Portfolio protection strategies

h)    Alignment of long term investment goals and such other specific aspects

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TRANSACTION ADVISORY AND SUPPORT

The most successful transactions begin with listening and understanding the needs of each client / businesses and tailoring the scope of our work to the specific circumstances. Kreston OPR’s coordination of knowledgeable, global resources shall maximise value and minimise risk. From comprehensive due diligence, corporate restructuring, cross-border investments and India-entry strategies, BDO provides end-to-end, value-added transaction advisory support.
Kreston OPR’s Team of multidisciplinary professionals with in-depth commercial experience and technical skills in Accounting, Tax, Regulatory and Financial areas combined with direct access to the resources of the global network, our partner-led transaction advisory practice provides strategic advice that enables clients to harness global solutions

EXTERNAL CREDIT RATING ADVISORY

Most of the mid sized enterprises with significant exposure to bank debts are required to get the external rating done from independent rating agencies viz ICRA, Crisil, Care ratings etc. We act as extended finance arm of these enterprises and represent them while discussions with rating agencies. Due to our in-depth knowledge of various industries and businesses and our core domain, our discussions with rating agencies result into more informed rating exercise.

CORPORATE ADVISORY AND STRUCTURING

Our corporate advisory and structuring services provide valuable insights into structuring options with a view to enhance stakeholders' value to organizations all over the world. Our teams have country, market and sector knowledge, combined with specialist technical experience, offering you the right mix of technical, commercial and operational experience for your unique situation. We offer solutions in the areas of capital market consulting, corporate structuring / restructuring, business structuring, structuring inbound and outbound investments, etc.

CAPITAL MARKETS

Becoming a public listed company is one of the major steps in development of a private company, it can provide capital for growth and creates market for its shares. Public listing of shares help enhance the profile and credibility of the business.

We focus on mid sized to large sized enterprises looking to grow. We advise companies on whole range of equity capital structures – from ordinary equity & hybrids to most innovative structures. We provide advice for your public issues

SUBMIT YOUR INQUIRY

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ADVISORY SERVICES

  • Preparation of tax efficient business models.
  • Undertaking comprehensive reviews of business operations.
  • Structuring of contracts / transactions to optimise tax incidence.
  • Advising on classification, valuation, applicability of taxes on transactions and admissibility to tax benefits / exemptions.
  • Conducting tax impact assessment studies.
  • Identification of fiscal optimizing opportunities.

COMPLIANCE SERVICES

  • Single point contact and centralised coordination for tax payments, filing of returns and compilation of documents.
  • Indirect tax compliance support / outsourcing.
  • Preparation of customised compliance manuals based on the recent developments in indirect taxes and presenting the same in the form of SOP.

GOODS AND SERVICES TAX

India is moving towards the proposed introduction of Goods and Services Tax (GST). GST would be a comprehensive tax structure which would subsume central excise duty, additional excise duties, service tax, additional Customs duty, VAT/ sales tax, entertainment tax, luxury tax, etc.
Kreston OPR can assist with focused services towards GST Transition and Change Management.

Services -

GST Change Management Study :  Conducting a study to determine the extent of impact that the various changes being contemplated in the Goods and Services Tax (GST) regulations, could have on the various aspects of the business / organization pursuant to the transition from the existing indirect tax regime to GST and advising on the possible strategies that would be required to be adopted to enable minimal effect of such impact. This exercise could broadly cover the following aspects:

  • Formulating a GST Migration Steering Committee.
  • Impact study of GST on businesses.
  • Review of the existing level of compliance, documentation and accounts function with a view to identifying the changes that would be required.
  • Review of the Accounting systems as existing and the changes that would be required thereon in the new GST regime.
  • Review of Information Technology (IT) systems as existing and the changes that would be required thereon in the new GST regime.
  • Identifying various aspects that would need to be intimated / resolved / reconfirmed with Customers and Suppliers / Vendors.
  • Studying implications of the change on the organizational cash flows.
  • Assisting in the preparation of a detailed checklist for GST administration.
  • Identifying and examination of possible areas where there could be concerns of litigation / ambiguity and advising on related matters / strategies to be followed.
  • Organizing intermediate and advanced training programs for groups of employees based on specific organizational needs.
  • Understanding transitional GST provisions and advising / assisting clients in their proper understanding and availment of the benefits as permissible.
  • Providing Opinions on specific matters – Examining specific matters / issues referred to by Clients and providing our specialized opinions thereon.

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DIRECT TAX COMPLIANCE & ADVISORY

Compliance with constantly changing tax legislation places an increasingly heavy burden on businesses and business owners.

Our teams work in conjunction with our audit and accounting teams, and ensures that all tax computations, returns and reporting requirements are dealt with accurately, on time, and that you are kept fully appraised.

Our teams typically provide the following compliance services and can provide these whether or not we act as your auditor or as your trusted adviser:

  • We offer planning for optimizing the overall tax burden, reviewing business transaction and assisting with contract structuring, risk analysis and migration strategy. Planning and Advisory.
  • We offer specialized advisory on international aspects of tax laws and international tax treaties.
  • We offer specialized compliance service in expatriate tax matters.
  • Preparation and submission of Direct Tax returns and computations.
  • While preparation, optimizing available tax reliefs.
  • Complying with online filing of returns.

REPRESENTATION , LITIGATION & PLANNING

Our team handles the direct tax representation and litigation support for your businesses. We believe in understanding your businesses to be able to provide value added representation and litigation support for the direct tax matters.

TRANSFER PRICING

The growth in the global economy means an increase in cross-border transactions. With foreign tax legislation comes a wealth of opportunities and pitfalls in structuring your supply lines and operating structure around the globe. International tax solutions go far deeper than merely direct tax, with issues such as foreign custom duties, VAT and transfer pricing also requiring attention.

Kreston OPR’s network of member firms provides access to a comprehensive international tax planning service and all the international tax and commercial information you need to enable you to grow your global business successfully. This includes advice on:

  • international group and financing structures.
  • cross-border transactions and transfer pricing.
  • corporate residence.
  • branches, agencies and service companies.
  • inward and outward investment.
  • protection of assets, income and capital gains using overseas structures and trusts.
  • international employment arrangements.
  • intellectual property.
  • international private client services.
  • detailed local advice and support.

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MANAGEMENT ADVISORY

In both challenging and favourable economic conditions, organisations strive to be smart, nimble, creative and forward thinking. We provide deep technical knowledge and extensive industry experience to assist clients in addressing business issues that goes beyond providing traditional audit services.

Our Business Advisory team develops and offers tailored, innovative and comprehensive solutions for specific client business needs that may not require the expression of opinions based on professional standards. Led by partners of industry and function specialisations, the main objective of offering business advisory services is to bring more focus to the value proposition by delivering a broader range of advisory services and competencies. Kreston OPR offers a full range of services to help clients tackle challenges faced in businesses.

INTERNAL AUDIT

A critical element of good corporate governance is ensuring that procedures and controls are operating effectively across all operations. Internal audit provides assurance and also identifies areas of improvement within key operations of the business, thus empowering management to enhance performance.

An effective internal audit consists of a systematic review of all the important processes in an organisation, including finance, HR, IT, sales, purchasing and other operational departments. Internal audit evaluates policies, procedures and controls, to ensure they address:

  • the achievement of objectives.
  • the management of risk.
  • the effective and efficient use of resources.
  • compliance with external laws and regulations.
  • the safeguarding of assets.
  • the integrity and reliability of information.

As well as providing both fully outsourced and co-sourced internal audit, the Kreston OPR team can assess the effectiveness of your existing internal audit function, help you to establish your own function or perform an audit of any area of your business.

SOP FORMATION

Our partners with deep technical knowledge and extensive industry experience helps businesses and enterprises develop Standard Operating Procedures for its business processes. Standard Operating procedures help enterprises / businesses in tackling with non – value added processes from the system there by synergizing and streamlining operating procedures.

We also help businesses and enterprises in reviewing their existing SOP and benchmarking the same with best practices thereby enabling the businesses to continuously improve its procedures and helping them bringing down cost of operations.

IT ASSURANCE/IT AUDITS

  • Will the strategic objectives of your business be supported by your IT?
  • Are you getting value from your investment in IT?
  • Is your data secure, reliable, accurate, appropriate, complete, and available when needed to enable effective business decisions?
  • Are your IT application systems secured, and are they performing as expected in implementing business procedures and processes?
    If these key questions cannot be answered confidently with a 'yes', you may need external assistance to ensure that your IT systems work efficiently and effectively in supporting the business in meeting its objectives, both now and in the future.

Click on an area in the diagram below to find out how our team of specialists can help you to meet your objectives.

Strategy
IT / Information Sytems are key in achieving the objectives of most businesses / organisations. IT functions as a key driver of business change to deliver value. IT is one of the major costs and only a well governed and managed framework of strategically aligning IT to objectives that the full benefits of IT-enabled investment can be realised. There is an increasingly justifiable demand to demonstrate value from IT investments.

Our team of specialists can help you meet your objectives by:

  • reviewing IT governance frameworks and processes implemented to monitor the effectiveness of IT.
  • reviewing IT-business strategic alignment to ascertain how well IT supports the business in delivering its corporate objectives.
  • assessing the value to the business of investments made in IT.
  • providing advice on IT governance principles and good practice to ensure greater accountability for decision making on IT.
    Application
    With increasing advent of IT in businesses and as more and more businesses go online, IT users generally interact with computer systems through the application software of the businesses. Organisations may be exposed to financial and reputational loss through errors or fraud if the application software is implemented without adequate controls.

Application controls are designed to ensure the integrity of data input, processing and reporting. These controls could be manual or automated, and range from data input validation checks to exception handling and reporting. Management needs assurance that key application systems are performing as designed and have effective operational controls.

Our team of specialists can help you meet your objectives before, during or after application software implementation through:

  • comprehensive reviews to ensure your IT application software adheres to your business flow and accuracy in processing.
  • assess data validation checks and evaluate how errors and exceptions are handled.
  • evaluate the change control process, inherent design of access control features, and the nature of access granted to users.
  • perform pre and post system implementation reviews to provide assurance that the system effectively interface with other applications or systems.
  • assess the third party support arrangement to ensure that the applications are well-supported.
  • evaluate the effectiveness and reliability of the recovery arrangements to ensure systems are available within an acceptable timeframe following a disaster or disruption.
    Data
    Data is very critical for any organisation. The data and reports from IT systems provide management with the information required to make key decisions. Therefore, management needs to be confident that not onlyl data is properly fed into the systems but the data are properly maintained.

Management needs assurance that data complies with legislative requirements, is not disclosed to unauthorised entities, is protected against unauthorised intrusion and can be accessed only by authorised users on a timely basis.

Our team of specialists can help you meet your data objectives by:

  • reviewing the accuracy, validity and completeness of your data and reports using our extensive IT audit experience and data analysis tools.
  • a data privacy health-check to independently review the scope of your data security controls.
  • assessing the effectiveness and reliability of the data backup and recovery procedure to ensure data availability when required.
  • evaluating the appropriateness of access control to data at rest, in transit and in process.

Infrastructure
Its crucial that the IT systems are effective. Management needs to be confident the organization derives value from its IT Infrastructure and that IT systems efficiently process and produce accurate data, are well-secured and able to withstand external and internal threats. In addition, assurance is needed that the business can withstand a disaster and continue to operate effectively, especially in today’s increasingly uncertain world.

Our team of specialists can help you to:

  • assess the enterprise IT framework to ensure that it is line with the businesses objective to deliver the required benefits.
  • review the effectiveness and reliability of the backup and recovery process of your IT infrastructure components.
  • assess the network architecture and monitoring process to ensure availability and reliability of the IT infrastructure to support business processes.
  • evaluate the appropriateness of IT maintenance contracts to ensure they are fit for purpose.
  • review the appropriateness of the physical and environmental controls in place to protect the IT infrastructure.

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