Valuation of Preference Shares, CCDs, Debentures

Our services include valuation of preference shares, assessing their dividend rights, liquidation preferences, and other features to determine fair value for issuance, investment, or regulatory purposes.

We also provide valuation of Compulsorily Convertible Debentures (CCDs), considering conversion terms, interest, market conditions, and applicable tax and accounting regulations to establish fair value for both investors and issuers.

In addition, we value debentures—including secured, unsecured, and optionally convertible instruments—taking into account coupon rates, maturity, market conditions, and accounting standards. This ensures compliance for financial reporting, taxation, and corporate filings.

Beyond valuation, we prepare comprehensive reports detailing methodology, key assumptions, and analysis for submission to regulators, auditors, and stakeholders. Our advisory services also cover structuring instruments for fundraising, mergers, or strategic investments.

Key Features / Scope of Work

• Valuation of preference shares for issuance, investment, or regulatory compliance

• Valuation of Compulsorily Convertible Debentures (CCDs), including conversion terms

• Valuation of debentures, including secured, unsecured, and optionally convertible instruments

• Preparation of detailed valuation reports with methodology, assumptions, and analysis

• Advisory on structuring instruments for fundraising or strategic investments

• Compliance with the Companies Act, Income Tax Act, and applicable accounting standards

• Support for submission to regulators, auditors, and stakeholders

• Transparent, defensible, and audit-ready valuation outcomes