VALUATION – SECURITIES & FINANCIAL ASSETS
We offer comprehensive valuation services for Securities and Financial Assets (SFA), supporting transactions, regulatory compliance, financial reporting, and dispute resolution. Our approach combines financial analysis, market insights, and regulatory frameworks to arrive at fair and defensible valuations.
Scope of Services
- Equity Shares (Private & Listed)
- Preference Shares & Convertible Instruments
- ESOP / Sweat Equity Valuation
- Business Valuation (Startups / Established Entities)
- Goodwill & Intangible Assets
- Financial Instruments & Derivatives
- Purchase Price Allocation (PPA)
- Fairness Opinions
Purpose of Valuation
- Private Placement & Preferential Allotment (Section 62)
- FEMA / Cross Border Transactions
- Mergers, Amalgamations & Restructuring
- IBC
- Income Tax Compliance (Sec 56, Sec 50CA, etc.)
- Investor Entry / Exit
- Litigation & Dispute Resolution
Valuation Methodologies
- Discounted Cash Flow (DCF) Method
- Net Asset Value (NAV) Method
- Comparable Company / Transaction Method
- Market Price Method (for listed securities)
We ensure selection of the most appropriate method or combination, based on facts and regulatory expectations
Why DSG?
Registered Valuer expertise (SFA)
Multi-disciplinary insight (CS + Tax + Finance)
Strong understanding of regulatory frameworks
Transaction-oriented advisory approach
Confidential and independent reporting
Our Deliverables
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Detailed Valuation Report
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Working Sheets & Assumptions
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Management Discussion Inputs
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