SAMVRITTI

Independent, reliable advisory for decisions that matter.

Valuation Advisory

Valuation sits at the heart of the most significant financial, regulatory, and transactional decisions. We provide independent and defensible valuations across a wide range of purposes — from statutory and regulatory compliance to investment decisions, strategic transactions, and complex corporate actions. Every valuation is grounded in rigorous methodology, sector expertise, and a clear understanding of the context in which it will be used — whether before a board, a regulator, an investor, or at the transaction table.

Regulatory & Compliance Valuations
  • SEBI (AIF) Regulations — Portfolio Valuation, Liquidation & Dissolution Valuation, and other regulatory requirements
  • Fair Value of Shares, Securities, and Financial Instruments — Companies Act, SEBI ICDR, FEMA, and Income Tax
  • Inbound & Outbound Investment Valuations under RBI Guidelines
  • Financial Asset Valuation under the Insolvency & Bankruptcy Code
  • Goodwill & Asset Impairment Testing for financial reporting
  • Ind AS Reporting Valuations
Transaction & Strategic Valuations
  • Business Valuation for Fund Raise, M&A, and Strategic Decisions
  • Acquisition Valuation — Domestic & Cross-Border
  • Spin-offs, Restructuring & Business Combinations
  • Family Settlements / Litigations
Intangible & Financial Asset Valuations
  • Valuation of Intangibles — Brands, Intellectual Property, and Technical Know-how
Employee & Shareholder Valuations
  • Share-Based Payments — ESOPs & Sweat Equity
  • ...and other specialised valuation requirements.

ESOP Advisory

Employee Stock Option Plans can be a meaningful way to give employees a stake in the business they help build — but getting the structure right requires careful planning across legal, financial, and tax dimensions. We work with companies across the full ESOP lifecycle, from initial design through to ongoing compliance and restructuring support.

Our ESOP advisory covers
  • ESOP Design & StructuringDesigning the scheme based on the company’s stage, ownership pattern, and retention objectives, including drafting of the scheme document in line with applicable regulations
  • ESOP ValuationIndependent valuation of options under applicable accounting and regulatory frameworks
  • Tax & Compliance AdvisoryGuidance on tax implications at grant, vesting, and exercise stages for both the company and employees, along with ongoing compliance support
  • ESOP RestructuringRestructuring of existing schemes in the context of funding rounds, mergers, ownership changes, or IPO preparation
  • Sweat Equity AdvisoryStructuring and valuation support for sweat equity issuances under the Companies Act
Situations we typically advise on
  • Early-stage / startup ESOP creation
  • Pre-funding round structuring
  • New ESOP pool creation
  • Secondary transactions
  • M&A or merger scenarios
  • Change in ownership
  • IPO preparation
  • Employee liquidity / buyback events

Capital & Fund Raise Advisory

Sound capital decisions and successful fund raises share the same foundation — a clear understanding of the business, its requirements, and the right structure to meet them. Whether a company is looking to optimise its existing debt, raise fresh capital, or navigate financial stress, the approach needs to be deliberate and tailored. We advise and assist businesses across the full spectrum of capital and fund raise requirements — from structuring and lender identification through to investor discussions and transaction closure — without taking on a lender or arranger role ourselves.

Debt & Structured Finance
  • Term Loans
  • Working Capital
  • Project Finance
  • Debt Syndication
  • Structured & Mezzanine Finance
  • Non-Fund Based Facilities
  • Lease Rental Discounting / Bill Discounting
Equity & Strategic Capital
  • Equity Fund Raise
  • Investor Identification & Targeting
  • Financial Models & Information Memoranda
  • Term Sheet Support
  • Due Diligence & Negotiation Support
Special Situations
  • Capital Structure Optimisation
  • Debt Restructuring
  • One-Time Settlement
  • Financial Stress / Turnaround Advisory

Let’s talk about what you need.

Independent, reliable advisory for decisions that matter.

Contact us