Securities or Financial Assets
Business, Share &
Financial Asset Valuation
Decision-ready valuation support for unlisted shares, startups, ESOPs, transactions, tax and regulatory work, financial reporting, IBC and actuarial liabilities.
Where we can help
Valuation services across the business lifecycle
The assignment purpose, valuation date, applicable regulation and reporting standard are confirmed before the method and scope are finalised.
Business & Unlisted Share Valuation
Independent valuation of privately held companies, unlisted equity, promoter holdings and minority or controlling interests.
Startup & Fund-Raising Valuation
Analysis for early-stage and growth businesses, fund-raising conversations, investor decisions and evolving capital structures.
ESOP & Option Valuation
Employee stock options, option pricing and equity-linked instruments using methods appropriate to the instrument and purpose.
M&A, Business Sale & Restructuring
Valuation support for acquisitions, mergers, business sales, demergers and financial restructuring.
Tax & Regulatory Valuation
Purpose-specific valuation support for applicable tax and regulatory requirements, with scope confirmed at the outset.
Financial Reporting Valuation
Fair-value analysis, purchase accounting support, impairment-related analysis and other financial-reporting requirements.
IBC, Distress & Insolvency
Enterprise and financial-asset analysis for insolvency, resolution, distressed situations and stakeholder decision-making.
Actuarial & Employee-Benefit Liabilities
Actuarial modelling and measurement support for employee benefits, long-term obligations and liability-sensitive decisions.
Real-Estate Business Financial Models
Cash-flow planning, debt-service risk and equity-value analysis for real-estate companies and projects.
Family & Business Settlements
Valuation of business interests for family arrangements, succession, partition, settlement and negotiated transfers.
Valuation toolkit
Method follows purpose, evidence and risk
No single method fits every company or instrument. We select and reconcile approaches based on the business model, available information, capital structure, transaction context and governing requirement.
- Discounted cash flow (DCF)
- Comparable companies and transactions
- Net asset and adjusted book value
- Option-pricing models
- Actuarial and scenario models
- Sensitivity and risk analysis
Specialist profile
Financial valuation informed by actuarial and accounting depth
Complex decisions often cross accounting, valuation, risk and actuarial boundaries. This integrated perspective helps identify the assumptions that genuinely drive value and communicate them clearly.
Meet Soham Shah
Financial valuation & actuarial advisory
Soham Shah
Chartered Actuary (IFoA) & Fellow Actuary (IAI)
Registered Valuer — Securities or Financial Assets
CA, Chartered Actuary (IFoA), Fellow Actuary (IAI) and CERA with 9+ years across audit, taxation, life insurance, reinsurance valuation and financial modelling.
View profileA clear assignment path
From purpose to defensible conclusion
- DefinePurpose, interest, valuation date and governing requirement
- CollectFinancials, forecasts, agreements and capital-structure information
- AnalyseBusiness drivers, risk, evidence and suitable valuation approaches
- ConcludeReconcile methods, sensitivities and key assumptions
- ReportIssue a clear, purpose-specific valuation deliverable
Start with the purpose
Tell us what is being valued and why.
Share the company or instrument, the valuation date, the purpose and any deadline. We will confirm the appropriate scope and information list.
Scope note: The required professional, valuation standard and report format depend on the assignment purpose and applicable law. These are confirmed before engagement. No regulatory, transaction or dispute outcome is guaranteed.