Valuation – Securities & Financial Assets

Delivering Accurate, Independent and Compliant Valuation Solutions for Businesses, Investors and Regulatory Requirements

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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