Advisory & Finance · Per task
Project reports and CMA data
Projected financials and CMA data for term loans and working capital limits.
₹19,999onwards + GST
Next due: AOC-4 financial statements — 30 Oct (2 days)
Mon–Sat · 10:00–19:00 ISTinfo@caworks.in
Advisory & Finance
Business valuation
Valuation of shares for issue, transfer and regulatory purposes.
Overview
Typical time1–3 weeks
Documents4 to upload
DeliveredOnline · client portal
Reviewed bySenior expert
Valuation of shares for issue, transfer and regulatory purposes.
What's included
- Valuation for share issue, transfer or buy-back
- Income-tax Rule 11UA and FEMA valuations
- Registered valuer reports under the Companies Act
- Startup and ESOP valuations
Information we need
You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.
Entity KYC
- Type of entity *
- Legal name (or proposed name) *
- Trade / brand name optional
- PAN of the entity optional
- GSTIN optional
- CIN / LLPIN / registration no. optional
- Date of incorporation / birth optional
- Registered / business address optional
- City optional
- State *
- PIN code optional
- Email *
- Mobile *
For Business valuation
- Purpose *Share issue / transfer (Rule 11UA) · FEMA / RBI · Merger / acquisition · Dispute / internal
- Valuation date optional
- Company / business to value optional
Documents usually needed
Upload these in the client portal after ordering – scans or clear phone photos are fine.
- Latest audited financials
- Projections for 3–5 years
- Shareholding pattern
- Purpose of valuation
As per law
Law and sections
- Companies Act, 2013 – section 247 (registered valuers)
- Income-tax Act, 1961 for income up to FY 2025-26; the Income-tax Act, 2025 applies from tax year 2026-27 (1 April 2026) – rule 11UA (share valuation), section 56(2)(x)
- FEMA (Non-debt Instruments) Rules, 2019 – pricing guidelines
Who must comply
- Companies issuing or transferring shares, ESOPs, mergers, foreign investment and disputes
Time limits
- Valuation report dated close to the transaction
If it is missed
- Shares issued or transferred below fair value can be taxed as income; FEMA pricing breaches need compounding
General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.
How it works
- Add to cartAdd this and any other services you need.
- Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
- Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
- Pay securelyBank transfer or UPI – the invoice is emailed instantly.
- Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
Advisory & Finance
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