Valuation Service

Overview of Services

We provide comprehensive business valuation services for various regulatory purposes under the Foreign Exchange Management Act (FEMA) and Income Tax Act. Our team of experienced professionals, registered with the Insolvency and Bankruptcy Board of India (IBBI), can assist you with a range of valuation needs, has a proven track record of delivering high-quality valuations for over 500 clients.

Our Expertise

  • FEMA & Income Tax Valuation: We are experts in valuations adhering to the Foreign Exchange Management Act (FEMA) and Income Tax Act, 1961 for Inbound and Outbound transactions, ensuring compliance and accuracy for your business.
  • Financial Instruments Valuation: Our services encompass the valuation of various financial instruments, including Equity Shares, Compulsory Convertible Debentures (CCD), Compulsory Convertible Preference Shares (CCPS), Restricted Stock Units (RSUs), Employee Stock Ownership Plans (ESOPs), Alternative Investment Fund (AIF), and brand valuation.
  • MNC Valuations: We understand the complexities involved in valuing multinational corporations and can provide accurate valuations that consider global factors.
  • Outbound Transaction Support: We have a strong understanding of international business practices and have assisted clients with outbound transactions to countries like the USA, Dubai, Singapore, Germany, and the Philippines.
  • Statutory Reporting Purpose: IND AS purpose, Issue of Shares under Companies Act,

How we can help you

  • Mergers and Acquisitions (M&A): Determining the fair market value of a business for a successful acquisition or merger.
  • Financial Reporting: Valuing a business for accurate financial reporting under relevant regulations.
  • Taxation: Establishing a business’s value for tax purposes, including capital gains tax and estate tax.
  • Raising Capital: Obtaining a clear picture of your business’s worth to secure investments or loans.
  • Dispute Resolution: Providing an objective valuation for legal matters involving business ownership or partnerships.

Why S N & Co.

  • 500+ Valuation Engagements: Successfully delivered valuation assignments across diverse industries, business sizes, and transaction structures.
  • IBBI Registered Valuer Valuation reports prepared and reviewed by qualified Registered Valuers for Securities & Financial Assets.
  • Strong Regulatory Expertise Deep understanding of FEMA, Income Tax, Companies Act, SEBI regulations, and accounting standards.
  • AIF Valuation Experience Proven experience supporting Alternative Investment Funds and complex investment structures.
  • Cross-Border Transaction Experience Extensive exposure to international transactions and multinational valuation assignments.
  • Partner-Led Engagements Senior professionals remain actively involved throughout the valuation process, ensuring quality, responsiveness, and practical insights.

Our Team

CA Niki Shah

FCA | IBBI Registered Valuer (Securities & Financial Assets) | IIM Bangalore Alumni

With over 15 years of experience in valuation, FEMA advisory, transaction structuring, and financial consulting, Niki Shah has led valuation assignments for startups, corporates, multinational entities, and investment funds.

Her expertise spans business valuation, financial instrument valuation, AIF valuation, FEMA compliance, and cross-border transactions.

Backed by a multidisciplinary team of valuation professionals, chartered accountants, and regulatory specialists, SN & Co. delivers practical, compliant, and defensible valuation solutions tailored to client requirements.

Testimonials

We were undertaking a buyback transaction for the first time and were unaware of a critical Income Tax provision. Niki Shah and her team brought this to our attention at the right time, helping us avoid significant financial implications. Their guidance provided the clarity and justification our management team needed. We truly appreciate their timely support and expertise.
Regulatory & Tax Advisory
"Niki Shah combines deep technical expertise with exceptional business acumen. Beyond delivering high-quality professional services, she acts as a trusted advisor, helping clients identify opportunities, solve complex challenges, and make better business decisions. Her focus, people skills, and commitment to results make her an invaluable partner."
Strategic Advisory & Professional Excellence
"When I was uncertain about starting my own venture, Niki Shah's assessment framework helped me evaluate my strengths, opportunities, and next steps with clarity. Her guidance gave me the confidence to move forward and she even connected me with valuable contacts during the early stages of my journey."
Business Mentoring & Decision Support

Blogs

Contact Us