Corporate Capability Statement

Ojas GlobalServices

Private Limited

Enduring prosperity and peace of mind

Global financial district skyline at dusk

Delivered from India

US • UK • GCC • Singapore

Ojas Global Services emblem
Corporate Finance & M&AWealth SolutionsManagement ConsultingGlobal Accounting & KPOEnduring prosperity and peace of mind

Executive Overview

One firm connects strategy,capital, operations and wealth

Integrated by design

Multidisciplinary leadership

Led by Niraj Nahata—CA, CFA charterholder, Company Secretary and Columbia CFO Program alumnus.

Single-window execution

One accountable team coordinates corporate finance, regulatory compliance, technology and wealth solutions.

Pragmatic delivery

Institutional-grade rigor meets flexible, tech-enabled execution for growing businesses and global private clients.

Who We Serve

Three client groups,four specialist practices

Each mandate is matched to the practices it needs, so international businesses, Indian enterprises and global Indian families work with one accountable team.

Advisory team in discussion with clients

Senior oversight

Three client groups, matched to four specialist practices

01

International Businesses

Ojas Global • Ojas Consult

Across the US, UK, GCC and Singapore, offshore finance operations, MIS, financial statements, compliance and back-office support are delivered from India with senior oversight.

02

MSMEs & Business Promoters

Ojas Capital • Ojas Consult

For Indian enterprises, fractional CFO leadership, capital raising, valuations, investor-readiness audits, growth strategy, digitisation and subsidy advisory work as one mandate.

03

NRIs & Global Indian Families

Ojas Wealth

For cross-border families, investment distribution, NRI wealth structuring, retirement planning, and estate and trust transition are coordinated within stated regulatory boundaries.

01 • Ojas Capital

Financial priorities becomefunded action

Long-horizon finance leadership meets transaction execution.

From diagnosis and 90-day priorities to board reporting, fundraising and negotiated exits.

Board-level finance discussion
A

Fractional CFO & capital raising

Financial strategy, diagnostic reviews, board reporting, debt syndication, private capital and fundraising execution.

B

Valuations, M&A & investor-readiness audits

Business valuations, buy-side and sell-side advisory, exit planning, diligence readiness and transaction documentation.

C

IPO & investment-banking support

Investor positioning, information preparation, capital-market readiness and coordination through the transaction process.

D

Government subsidy advisory

State industrial incentive planning and execution support, including RIPS 2024 advisory in Rajasthan.

02 • Ojas Wealth

Cross-border family assets gainstructure and continuity

Advisory team in discussion with clients

Access & Structure

Investment distribution

Mutual funds and Special Investment Funds (SIFs); Alternate Investment Funds (AIF); listed corporate bonds and NCDs; Sovereign Gold Bonds; corporate fixed deposits.

Cross-border NRI wealth structuring

Asset consolidation, NRE/NRO structuring, repatriation and wealth-transition planning.

Continuity & Legacy

Retirement planning

Long-horizon retirement planning aligned to family goals and cross-border needs.

Estate & trust transition

Family estate and trust structuring, provided strictly as incidental to distribution services.

AMFI-registered distributor • Not a SEBI-registered Investment Adviser

03 • Ojas Consult

Strategic intent becomesoperating change

Grow

01

Go-to-market &growth strategy

Business-model validation, competitive positioning and an actionable route to market.

Digitise

02

Process digitisation &workflow automation

Technology adoption, workflow automation and practical operating-process redesign.

Enable

03

Industrial &subsidy advisory

Industrial planning and subsidy execution support aligned to growth priorities.

Embed

04

Governance &change management

Governance frameworks and organisational change implemented with discipline.

Advisory team in discussion with clients

04 • Ojas Global

Offshore finance operationsstay controlled and decision-ready

01Operate

Bookkeeping, reconciliations, AP/AR, month-end close and payroll accounting.

02Report

Management accounting, detailed MIS and decision-ready financial reporting.

03Comply

Financial statements under US GAAP, UK FRS 102 and IFRS, with audit-support schedules.

04Support

Vendor onboarding, expense management and end-to-end finance back-office support.

International business district at dusk

Reporting standards

US GAAPUK FRS 102IFRS

Leadership

Chartered leadership anchorsevery mandate

Niraj Nahata, Managing Director & Promoter

Niraj Nahata

Managing Director
& Promoter

CFA® charterholder (CFA Institute)Chartered Accountant (ICAI)Company Secretary (ICSI)
Chief Financial Officer executive education program - CFO (Columbia Business School)
20+ YEARS

Senior finance leadership across the UAE and India

All chartered professional credentials belong directly to the Managing Director.

Corporate Information

Clear boundaries builddurable trust

World Trade Park, Jaipur, Rajasthan

Corporate Identity

Ojas Global Services Private Limited

Incorporated under the Companies Act, 2013

Registered Office

2B, Second Floor, “REVANTA”

Plot No. SB-166, Bapu Nagar

Jaipur, Rajasthan 302015, India

Regulatory Standing

AMFI-registered Mutual Fund Distributor earning distribution commissions. The company does not provide fee-based investment advisory services and is not registered as an Investment Adviser with SEBI.

Statutory Compliance Boundaries

Statutory valuations are executed with independent IBBI Registered Valuers. Statutory audit, certification and attestation are rendered by independent practising Chartered Accountants and are not provided by the company.
Risk Disclaimer

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Nothing in this profile constitutes an offer, solicitation or investment advice.

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Registered Office

2B, Second Floor, “REVANTA”

Plot No. SB-166, Bapu Nagar

Jaipur, Rajasthan 302015, India

Confidential | For discussion with qualified clients only