Employee
Handbook

CA Dhiraj Ostwal & Co. is a professional Chartered Accountant firm committed to delivering high-quality financial, taxation, and compliance services. Our leadership focuses on building a disciplined, growth-oriented, and learning-driven work environment where employees can develop strong professional skills.

• To provide reliable and professional financial services
• To build a skilled and responsible team
• To maintain long-term client relationships built on trust and quality

A structured guide for new employees — from offer acceptance to full integration. The onboarding process is designed to help new employees transition seamlessly into their roles, understand the organization's culture, policies, and values.

Employees get hands-on exposure to a wide range of professional work and clients, providing practical learning and real-time experience to build strong technical and professional skills.

• Avoid unnecessary breaks and unproductive time during working hours
• Maintain focus, accuracy, and productivity throughout the workday
• Follow instructions given by seniors and management without delay
• Maintain professional communication and behavior at all times
• Team Leaders must follow all rules and ensure the same is maintained within the team

Employees are expected to meet or exceed the KRAs agreed upon at the start of each cycle. Consistent underperformance may trigger a Performance Improvement Plan (PIP). Exceptional performance will be recognized through the organization's rewards and recognition program.

This policy applies to all employees including permanent, contractual, temporary, trainees, interns, and third-party service providers across all offices, remote work settings, work-related travel, client sites, and company-sponsored events.

• Any form of sexual harassment is strictly prohibited and will result in disciplinary action
• All complaints will be handled with confidentiality and due process
• Retaliation against anyone who reports harassment is prohibited
• Awareness training will be provided to all employees periodically

• Earphones are not allowed during office hours; listening to music is strictly prohibited — maintain a professional work environment
• Management instructions are applicable to everyone equally — no personal targeting; follow directives issued under company authority
• Friendship and personal relationships must not affect the professional work environment; maintain proper professional distance during office hours
• Inappropriate behavior or violations of office discipline will be followed by an official 3-warning process; beyond that, strict action including termination may be taken
• Employees must clean and organize their desks after finishing lunch
• Any item taken from a cabin or common area must be returned to its original place after use
• If medical leave exceeds three consecutive days, a valid medical certificate must be submitted to management

• All employees must maintain strict confidentiality with respect to any communication, instructions, or discussions held with management, including directions given by Dhiraj Sir or any authorized personnel
• Any information, feedback, or warnings communicated by management must be treated as strictly confidential
• Such information must not be disclosed, discussed, or shared with other employees or third parties unless explicitly authorized

• Software must be used strictly for official purposes only
• Ensure accurate and timely data entry at all times
• Login credentials must not be shared with anyone
• Client data must be handled with strict confidentiality
• Unauthorized software installation is strictly prohibited
• Attendance must be properly marked in the ERP CA system

• The firm operates through multiple teams led by Team Leaders (senior staff)
• Upon joining, employees will be assigned to a team based on work requirements
• Team Leaders will guide, assign tasks, and monitor performance
• Employees are expected to follow instructions and coordinate within their assigned team

The firm promotes employee well-being through various recreational and wellness activities designed to improve physical health, reduce stress, and build team bonding.

• ID Card is compulsory every single working day without exception
• Maintain neat and professional appearance at all times

Employees working on public holidays will be given a Compensatory Off (Comp-Off) at a later date as determined by management.

• All new employees must complete joining formalities and submit required documents
• Policies and systems training will be provided during onboarding
• Employees must acknowledge and follow this handbook

• Performance is reviewed periodically based on work quality, discipline, and targets
• Feedback will be shared by team leaders and management
• Salary revisions are based on appraisal outcomes and management approval

• A mandatory notice period of 1 month must be served
• Proper handover of all responsibilities is required before exit
• Full & Final settlement will be processed after all clearances are obtained

All company data, client data, and office records are strictly confidential and the sole property of CA Dhiraj Ostwal & Co. Employees are responsible for maintaining the integrity and security of all data at all times.

• No Deletion of Data: Employees are strictly prohibited from deleting, erasing, or destroying any company data, client files, financial records, documents, emails, or any digital/physical information — under any circumstances.
• No Unauthorised Transfer: Copying, forwarding, or transferring company or client data to personal devices, external drives, or third parties without written management approval is strictly forbidden.
• No Modification Without Approval: Altering, editing, or tampering with official records, client data, or financial documents without authorisation is prohibited.
• No Access to Unauthorised Systems: Accessing systems, databases, or files outside your designated work scope is not permitted.

To maintain discipline, security, and accountability within the office premises, all employees must follow the office exit protocol without exception.

CA Dhiraj Ostwal & Co. is committed to maintaining a professional, respectful, and inclusive workplace. All employees are expected to conduct themselves with dignity and professionalism in all interactions — with colleagues, clients, management, and external stakeholders.

• Zero Tolerance for Abusive Language: Use of abusive, vulgar, offensive, discriminatory, or demeaning language is strictly prohibited. This includes verbal, written, email, WhatsApp, or any other form of communication.
• Respectful Interaction with Colleagues: Treat all colleagues with respect regardless of position, designation, or background. Bullying, harassment, or intimidation of any kind is not permitted.
• Professional Communication with Clients: All client interactions must maintain the highest standards of professionalism. Rudeness, dismissive behavior, or any form of disrespect toward clients will not be tolerated.
• Courtesy Toward Management: Management directives must be acknowledged with professional courtesy. Insubordination, disrespect, or argumentative behavior toward supervisors is a disciplinary matter.
• No Gender or Caste Discrimination: Any discriminatory behavior based on gender, caste, religion, race, or personal beliefs is strictly forbidden and will result in immediate action.
• Maintain Workplace Dignity: Avoid gossip, spreading rumors, or making personal remarks about colleagues. Maintain confidentiality of internal matters.
• Punctuality & Responsiveness: Respond to communications promptly. Ignoring client queries, team messages, or management directives is unprofessional.

At CA Dhiraj Ostwal & Co., we celebrate and encourage positive behaviors that contribute to professional growth, team harmony, and organizational success. We believe in building a culture of excellence, integrity, and mutual respect.

Employees who consistently demonstrate these values are prioritized for:

• Career advancement and promotion opportunities
• Leadership and management roles
• Exposure to high-profile client projects
• Training and skill development opportunities
• Performance bonuses and incentives
• Recognition and awards in company events