TAXMANTRA GLOBAL

Streamlining Employee Stock Option Processes for a Leading Unicorn

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Why They Came To Us?

Meet our client – one of India’s leading unicorns with a global presence in India, USA and Singapore.

They recognized the strategic importance of implementing wellstructured processes for the exercise of employee stock options (ESOP).

But there were challenges along the way –

Challenges They Faced:

Navigating compliance and regulatory requirements across multiple jurisdictions

Designing efficient systems and workflows for ESOP management

Developing a reporting structure that is both timely and accurate to ensure operational smoothness

TMG.’s Tried & Tested Solutions:

  • Designed and implemented personalized systems and workflows aligned with the client’s unique needs.
  • Proactive involvement included managing the entire setup process, showcasing a commitment beyond conventional advisory roles.

  • Identified and comprehended diverse regulatory requirements, tailoring ESOP Scheme and plans to each jurisdiction’s nuances and associated compliances
  • Worked hand in hand with the founding team to deeply understand the nuances of the set up of a brand consistent culturally aligned long term framework

Impact:

The collaborative efforts between TMG team and the client resulted in more than just meeting objectives—it exceeded expectations. The valueadded approach brought not only compliance but also operational confidence, enhanced employee experiences, and a finely tuned ESOP system ready to support the client’s growth journey.

  • Empowered the client to channel focus and resources towards core business activities
  • Shifted the management burden of the ESOP program to experts, ensuring operational confidence.

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