T TATTVAM ENHANCING ENTERPRISE VALUEABOUT US TATTVAM is formed by a group of fresh enthusiastic chartered accountants with a definite aim of providing quality professional service. TATTVAM was founded to serve as an organization providing services in all spheres of finance and accounts under one roof, The firm has a strong presence in the strategic locations of New Delhi, Gurgaon, Mumbai and has associate partners across the Kolkata & Bengaluru. The organization is congregation of professionally qualified and experienced persons who are committed to add value and optimize the benefits which accrue to the clients. TATTVAM has been built on foundations of quality and a business focussed and result oriented approach of servicing clients. Statistics ‘CLIENTS PARTNERS: WOMEN FORCE 400+ (Corporates 12 45% Our Team We are diverse team of dedicated chartered accountants and other professionals having vast and varied experience of working in large companies and professional services firms: CHARTERED ACCOUNTANTS | COMPANY SECRETARIES | ADVOCATES MERCHANT BANKERS | VALUERS | COST ACCOUNTANTOUR FOUNDERS CA PITAM GOEL Education & Professional Qualifications Chartered Accountant (ICAl) Insolvency Professional (IBB1) Registered Valuer (IBBI) | B.Com (Hons) Area of Expertise Advisory for SME IPO & Angel Investing Valuation & Transaction Advisory GST Advisory, Compliance & Audit Due Diligence & Business Advisory Ex- Renew Power & Lanco Infratech f Finance and Taxation. \ CA TUSHAR AGGARWAL Education & Professional Qual Chartered Accountant (ICAl) B.Com (Hons) Eminent Speaker & Author Area of Expertise Transaction Structuring & Advisory Indirect Tax Litigation, Advisory & Audit Due Diligence & Compliance Review Advisory for SME IPO Ex- Lakshmikumaran & Sridharan & GSTN 4 « TATTVAM recognised by Economic Times for contribution in the field of 7 4 £4 g + Awarded by Achromic Point as Indirect Tax Consulting Firm of the Year 2022 & Best Indirect Tax Dispute/Investigation Team in Year 2023. « Being featured in a leading Business Connect Magazine to providing outstanding service to our clients & awarded as 20 Most Promising Startups 2023. ‘Achromic Point Awards “WINNER 2028INITIAL PUBLIC OFFERING - IPO A) EVALUATION IPO READINESS AND IPO PLAN Assessing IPO Readiness Building Project Management Team and right advisors Creating compelling Equity Story Cultural transformation To decide the appropriate time forIPO B) EXECUTING IPO PLAN |. PRE IPO PREPARATORY ASSISTANCE Devising appropriate capital restructuring plan To ensure proper corporate governance practices Devising a complete IPO plan and strategy ESOP Advisory and implementation assistance Implemention of various policies like Cyber policy , HR Manual , Anti bribary policy etc To advise in strengthening of board of directors . DUE DILIGENCE ASSISTANCE Carry out a preliminary background check. First-level due diligence based on the preliminary information / documents. Discussions with the management, auditors and legal advisors to the Issue, if any. Assistance for legal and financial due- diligence by the Bankers and Legal Counsels to the Bankers. . VALUATION Industry analysis from valuation perspective. Identification of peer comparable. Listed Peer analysis including their valuation metrics. Undertaking Pre- marketing activities, collating feedback from select investor group. Ratio Analysis such as EPS ,BVPS, RONW etc under SEBI/CDR Suggesting issue pricing andissue size |. SUPPORT IN APPOINTMENT OF APPROPRIATE INTERMEDIARIES. Book Running Lead Managers or Bankers Market Makers Legal counsel to the Company and the Bankers. Registrar and Transfer Agent Depository Participants Any other Intermediaries as may be requiredINITIAL PUBLIC OFFERING - IPO . SUPPORT IN PUBLIC RELATIONSHIPS & MARKETING OF IPO Preparation of IM / Investor Presentation Conducting Investor Meet(s) and / or ‘one-to-one investor interaction Organizing road- shows / media weeks Meeting with the Anchor investors / Institutional investors and broking houses Handling entire PR and marketing activity . ISSUE MANAGEMENT Assistance in launch of PO Monitoring the flow of applications and timely updation with the management of the Company. Coordinating with bankers and registrars for deposit of application moneys and finalization of allotment list in consultation with the stock exchange. €) POST IPO CLOSURE ASSISTANCE Preparation and presentation of quarterly financial results Regulatory and taxreportings and filings Internal audits and ongoing reviews of corporate governance policies Support in monitoring the use of IPO proceeds as per the prospectus. Making all other required public disclosures as required statutorily . SUPPORT IN DRAFTING OF PROSPECTUS AND OTHER DOCUMENTS. IPO Offer Document Tripartite Agreement with NSDL, CDSL and Registrar to Issue Underwriting Agreement Market Making Agreement Agreement with Bankers to Issue Agreement with Registrar to Issue Board / Shareholders’ Resolutions Certificates, Letters of Representations ete.SERVICES OFFERINGS - INDIRECT TAX ADVISORY Routine & complex transactions Legal Memos & opinions Structuring fortax efficiencies Reviewing contracts Advisory on Critical Issues CORPORATE TRAINING + Sessions on GST law & compliances + Training for specific departments / team like procurement / marketing etc. COMPLIANCES GST/TDS/TCS registration GST returns preparation & filings GSTR 2B vs GSTR 3B reconciliation GST Annual Return preparation & filing Refunds E-invocing CUSTOMS, FTP & RBI ADVISORY Advisory & Opinion Customs trade facilitation (AEO) Classification (HSN) Valuation (SVB) Investigation support Assistance in issuance of scrips (MEIS/SEIS) Assistance in sourcing & closure of AA & EPCG license SEZ /EOU /PBW/CWC/STPI-setting up and compliance support FDI/ODI compliances LITIGATION + Replies to SCN + Appeals before appellate authorities + Writs and SLPs before HC/SC Applications foradvance rulings Appearance before various judicial forums INDIRECT ADVOCACY + Drafting of representations + Representation & Coordination before GST council, GST policy wing, TRU, Custom & FTP authorities etc. TAX COMPLIANCE REVIEW + Health check Identifying tax optimization ‘opportunities Due Diligence during mergers, acquisition etc. Conducting GST audit DEPARTMENTAL HANDHOLDING « Preparation for audit & investigations Assitance during audit & investigation (raids) Guidances on Dos & Don'ts during audit investigation Guidance on response to summoms Dealing with department during recording of evidences/statements Legal strategies post investigationTEAM - INDIRECT TAX CA GEETIKA SHRIVASTAVA Executive Partner - Indirect Tax Education & Professional Qual Chartered Accountant (ICAI) B.Com (Hons) Area of Expertise Indirect Tax Advisory & Compliance Goods & Services Tax Audit & Litigation Due Diligence & Compliance Review Ex- Lakshmikumaran & Sridharan & PWC. rar Or out’ try Ponee ered ce Cy Bert corer rs RTE ed GOEL CO a aL erry peer CA CHETAN AGRAWAL Executive Partner - Indirect Tax Education & Professional Qualifications Chartered Accountant (ICAI) B.Com Area of Expertise Indirect Tax Advisory & Compliance Due Diligence & Compliance Review Goods & Services Tax Audit & Litigation Ex- SARC & Associates and Lakshmikumaran & Sridharan Ova ror curren es entry fires aN Gran co OO aL JAIN ts CO es PaO po Lee CLIENTS 150+ Corporates TEAM STRENGTH PRESENCE IN 60+ StatesSERVICES OFFERINGS - VALUATIONS DUE DILIGENCE + Financial Due Diligence + Transactional Due Diligence Tax Due Diligence + Operational/Process Due Diligence + Secretarial / Legal History Due Diligence VALUATIONS Valuation of Shares and Securities Plant & Machinery Valuation FEMA Valuations Start-Up Valuations Fairness Opinion Real Estate Valuation Merchant Banker Valuations Income Tax Valuations Internal Valuations Impairment Testing 409A Valuations AYAKION TRANSACTION ADVISORY + Term Sheets + MOA &AOA Amendments + Share Holder Agreements AllRegulatory Valuation Compliances Secretarial Assistance & Documentation START-UP HOLDINGS + B-Plan Validation + Financial Modeling + DIPPand Other Registrations + Funding Support Transaction AdvisoryTEAM - VALUATIONS CA MUNISH AGGARWAL CA PRIYANKA AGGARWAL Partner - Valuations Education & Professional Qualifications Chartered Accountant (ICAI) Registered Valuer Insolvency Professional FCA, DISA, B.Com (Hons)- SRCC Eminent Faculty & Author Area of Expertise Price Discovery Insolvency Matters Start-up Advisory Ex: Deloitte & ONGC ER HIMANSHU SHUKLA Designated Partner - P & M Valuations Education & Professional Qualifications Registered Valuer — Plant & Machinery B.Tech (Hons) Electrical Engineering Post Graduate Diploma in Marketing Area of Expertise Plant & Machinery Valuation Electrical & Heavy Machinery Expert Ex- Schneider Electric, Larsen & Toubro and General Electric Executive Director - Valuations Education & Professional Qualifications Chartered Accountant (ICAI) B.Com (Hons) Area of Expertise Government Advisory Transaction Advisory Ex- EY & GMR ER MOHIT AHUJA Designated Partner - L & B Valuations Education & Professional Qualifications Registered Valuer (Land & Building) Civil Engineer Masters in Industrial Planning Area of Expertise Land & Building Valuations Design & Sustainable Engineering Structural Engineering Project Management Consulting Ex- NF Infratech & Optimization Consultants CLIENTS 100+ Corporates TEAM STRENGTH 15+SERVICES OFFERINGS - ASSURANCE ACCOUNTING ADVISORY « GAAP conversion IndAS/USGAAP/IFRS Group consolidation - Standard reporting templates for all group companies - IGAAP to Hedge accounting service - under Ind AS 109 or IFRS9 Transaction accounting - Accounting opinions and whitepapers Loan staff- trained in GAAP reporting IPO SUPPORT + IPOreadiness assessment + Preparation of restated financial statements as per applicable GAAP (based on capital markets requirements) RISK CONTROL MATRICES/IFC TESTING Designing of risk control matrices IFC/SOX compliance and management testing Standard operating procedures, Accounting manuals and Policies drafting FORENSICS & INVESTIGATION + Corporate investigations + Anti-fraud controls and Investigative due diligence + Banking fraud and Anti-Money Laundering + IBC compliance for resolution professionals FIXED ASSETS MANAGEMENT + Fixed asset physical verifcation covering PAN india locations Fixed assets register creation on capitalisation of projects Full scope software implementation for fixed asset management (desktop and mobile enabled) Tagging of fixed assets (barcode/QR code/RFID tags) GLOBAL COMPLIANCES + Book keeping services for foreign subsidiaries on software of choice - Xero, SAP, Quickbooks and Zoho + Access to associated professional firms inall countries « Dashboard reporting of statutory compliances for all geographies CFO ADVISORY Accounting and book keeping Payroll outsourcing MIS reporting On-call discussion with the management regarding Monthly financial results and KPIs INTERNAL AUDIT + Risk based internal audits focused at value addition through gap identification and advising on remedial actions + Fullout-sourcing and co-sourcing + Information technology audit « Internal audit transformationTEAM - ASSURANCE CA GAURAV SARAF Partner - Assurance Education & Professional Qualifications Chartered Accountant (ICAI) CPA Australia BBA (Banking and Insurance) Area of Expertise Assurance services (Audit and compliance) Enterprise Risk Management US GAAP, IFRS, Ind AS (GAAP Reporting) Ex- KPMG, PWC and Hall Chadwick (Australia) CA SHEKHAR SHARMA Manager - Assurance Education & Professional Qualifications Chartered Accountant (ICAD) B.Com (Hons) Area of Expertise Statutory Audits, ERM Accounting Support Fixed Assets Management CA SAGAR ARORA Partner - Assurance Education & Professional Qualifications Chartered Accountant (ICAI) PGDBM in Finance (SIU) Certified in Valuation , Certified in IFRS Area of Expertise IFRS Convergence Risk Analysis & Internal Financial Control Testing IRDAI Compliance and Regulatory Handled Assignments for CAIRN India, HT Media and BD India CA MUSKAN JINDAL Manager - Assurance Education & Professional Qualifications Chartered Accountant (ICAI) B.Com (Hons) Area of Expertise Statutory Audits Ind AS/IFRS Reporting Global Compliance CLIENTS 50+ Corporates TEAM STRENGTH 30+SERVICES OFFERINGS - FINANCE EQUITY RELATED FUNDING A) For Unlisted entities Private Equity Pre IPO placement including allotment to Marquee investors Listing of SME companies on BSE - SME / NSE Emerge platform Advisory as well as end to end services to unlock potential values of company B) For Listed entities Preferential allotment including allotment to Marquee investors Right issue of shares Block / bulk deals Qualified institutional placement. QIP Follow on public offeri.e FPO Funding from Funds houses as well financial institutions START-UP FUNDING & ADVISORY + Angel/ HNI / UHNI and family offices Investing Pre series A / B / C etc. round of fund raising Growth acceleration and differentiation strategy Revenue based lending LEASING RELATED FUNDING + Operating lease solutions « Sale and lease back transactions + Lease rental discounting DEBT SYNDICATION AND ADVISORY + Project Finance + Working capital (Fund & Non-fund based) Term Loan Trade finance including supply chain financing Funding against Bank Guarantees Structured Trade Credit including Non recourse funding Acquisition funding Promoters funding including Loan against shares Bridge toIPO Specific funding segments like Hospitals , Educational Institute , NBFC, Real estate etc RETAIL LOAN FUNDING + Home loan/Loan against Properties + Collateral free loan up to Rs 5 cr for small enterprises Construction Equipment finance Unsecured loan / Business Loan STRESS ASSET MANAGEMENT + One time settlement + Restructuring of debt + NPA portfolio sale down to ARC or any other investor etcTEAM - FINANCE CA AMIT JINDAL Partner - Financing Education & Professional Qualifications Chartered Accountant (ICAI) PGDBM (Finance) M.Com, B.Com Area of Expertise Advisory for SME IPO Private Equity OTS & Restructuring Debt Syndication & Structured Financing Ex- Jaguar Group & Action Group CA VANDANA CHAUDHARY Education & Professional Qualifications Chartered Accountant (ICAI) B.Com (Hons) Area of Expertise Corporate Debt & MSME Loans Retail Loan Products Startup Funding P| CA TARUN ARORA Partner - Debt Syndication Education & Professional Qualifications Chartered Accountant (ICAl) Certified Concurrent Auditor (ICAI) B. Com, B. Sc (IT) Area of Expertise Project Financing, Investment Advisory Stress Asset Management Debt Syndication and Business Planning Ex- SS Kothari Mehta & Co. CA KAVITA BANSAL Education & Professional Qualifications Chartered Accountant (ICAI) Forensic Auditor | B.Com (Hons) Area of Expertise Project Report, Financial Modelling Project Financing Startup Funding CLIENTS 20+ Corporates TEAM STRENGTH 10+SERVICES OFFERINGS - SECRETARIAL CORPORATE SECRETARIAL PRACTICE * Merger, Acquisition and Corporate Structuring Corporate Law Advisory Condonation of delay and Compounding of Offences Secretarial Audit and Secretarial Due Diligence Fast Track Exit / Winding-up/ Revival of Companies Incorporation of Companies/LLPs Statutory Corporate Filing etc. ‘CAPITAL MARKET SERVICES ACTIVITIES Issue Management IPO/FPO/SME/Rights/Debt Issuances ete. Private Placements/ Preferential Allotments/ Bonus Issues etc. SEBI Approvals & Exemptions under Securities Laws Listing of Non-Convertible Debentures/Securities Buy Back of Equity Shares FEMA RELATED ACTIVITIES + Approvals and compliances under FEMA + Compounding & Representation before Reserve Bank of India(RBI) ESOP RELATED ACTIVITIES + Administration + ESOP Valuation + Legal Advisory + Statutory Compliances +» ESOP Trust formation OTHER SERVICES + Independent Directorships and Key Management Personnel services + Training of Directors for conducting Board Meetings * Manage outsourced Corporate Secretarial Function Revocation of Suspended Companies y Zé Advisory with respect to Insider Trading//SEBISAST Regulations rTEAM - SECRETARIAL CS HONEY AHUJA Partner - Secretarial Education & Professional Qualifications Company Secretary Bachelor of Law CPA, M.Com, B.Com (Prof) Area of Expertise Corporate Law, RBI, FEMA, FDI, Joint Ventures Merger & Acquisitions, Private Equity Initial Public Offer and Listing Regulations Ex- ReNew Power CS SRUTI KHEMKA Sr. Executive - Secretarial Education & Professional Qualifications Company Secretary Bachelor of Law, AIBE B.Com Area of Expertise FEMA, Litigation Corporate Secretarial Ex- Fluence India Renew JV Pvt. Ltd. CS GARIMA SABHARWAL Manager - Secretarial Education & Professional Qualifications Company Secretary Bachelor of Law M.cCom Area of Expertise Statutory Compliances under Companies Act 2013 Licensing and Agreements, FEMA RBI Compliances, Merger and Acquisitions Ex- Naks & Partners Advocates and Solicitors CLIENTS 15+ Corporates TEAM STRENGTH 10+SERVICES OFFERINGS - RESOLUTION SERVICES + Acting as Advisor to Buyers / Sellers for Buy Out /Sell Out Deals + Identifying prospective investors MONTHLY & QUARTERLY COMPLIANCE + Review of books of accounts + GSTreturn filings + TDS &TCS return filings INSOLVENCY SERVICES Assistance in Corporate Insolvency Resolution Process (CIRP) Assistance in Liquidation Process Preparation of Resolution Plans, Information Memorandum, Evaluation Matrix etc. Acting as Interim Resolution Professional / Liquidator DUE DILIGENCE under section 29 of IBC Finance, accounts and audit support INSOLVENCY & MSME REGULAR ASSESSMENT « Direct tax regular assessment like section 143(1), 144, 148 etc. « Indirect tax assessment YEARLY COMPLIANCE » Statutory Audit « Tax Audit + Tax compliance review OTHER SERVICE + 80G & 12A registrations + Assistance in issuance scrips like MEIS/SEIS + Foreign payment advisory and complianceSERVICES OFFERINGS - CA SUMIT SHARMA Partner - Insolvency Education & Professional Qualifications Chartered Accountant (ICAI) DISA, Insolvency Professional B.Com (Hons) Area of Expertise Direct Tax Advisory & Litigation International Taxation Ex- ICICI Bank CA ANIL GUPTA Manager - MSME Education & Professional Qualifications Chartered Accountant (ICA}) Concurrent Audit (ICAI), B. Com INSOLVENCY & MSME CA MANISH GUPTA Partner - MSME Education & Professional Qualifications Chartered Accountant (ICAl) FAFD (ICAI) B.Com a CA AAYUSHI GUPTA Manager - MSME Education & Professional Qualifications Chartered Accountant (ICAI) B.Com (Hons) CLIENTS 100+ Clients TEAM STRENGTH 30+AUDIT & ee eE SONS Bb xrect Im S blinkit iprocket GC, = POWER ‘vatika: creating lasting value NER OY VALUATION CLIENTS psling sali : Py Cargill == PROPERTIES FINANCE CLIENTS #7 DentalKart © Proxgy b 2 Angaqueeravonal Lined EAST INDIA 2 mreone ni ubyos LTD. MAURIA UDYOG LTD!INDIRECT TAXATION CLIENTS ‘STEEL & POWER aoe (HITACHI | | Sehiumberger _PROPERTIES Pon Pootentitotenni) a KRBLiimitea essicard WESTIN’ HOTELS & RESORTS cca a MP BIRLA, Gams: SECRETARIAL CLIENTS 1 Proxay| | sys sunrecs +4 SHIPZEAS= BE CERAGES INMOBI INSOLVENCY & MSME CLIENTS #7 DentalKart geonix’ d Donaldson. 5 male eXer) ~ Dynamic Druin & sen Wriello upsTATTVAM KNOWLEDGE PARTNER ax (An eaE tg al CONTACT US Q sper MC Maa EET) Ne eRe B-96, 2nd Floor, Above SBI Bank, Pushpanjali Enclave, Pitampura NPC eRe Gry Oca nea OM aoc MnO IM eee OIE Peace) PC ec Clerc ay RC eco eC acre Sa Aaah ee ee a rl een eMC