Our services
Valuation across businesses, securities and financial instruments.
Every valuation assignment has its own purpose, complexities and considerations, deserving an approach tailored to its requirements.
At RootValue, we work across businesses, securities, complex derivatives, structured financial instruments and investment portfolios. We bring together financial expertise, market understanding and specialised valuation methodologies to address diverse requirements spanning regulatory compliance, financial reporting, corporate transactions and investment activities.
Derivatives and other financial instruments
Valuation of derivatives, structured products and complex financial instruments, including interest rate swaps, cross-currency swaps and other customised financial contracts. Our approach incorporates specialised techniques such as yield-curve construction, bootstrapping, forward rate estimation, cash-flow modelling and market-based discounting, supported by institutional-grade market data and financial terminals.
Investment, portfolio and AIF valuation
Independent valuation of investment portfolios comprising listed and unlisted securities, equity and debt instruments, structured instruments and other financial assets held by Alternative Investment Funds (AIFs) and other investment entities. We support AIFs in meeting applicable valuation policy and periodic reporting requirements, with a focus on consistency, transparency and well-substantiated valuation conclusions.
Business and share valuation
Valuation of businesses, equity interests and financial instruments in listed and unlisted companies, including startups and venture-backed businesses. Our assignments cover:
- Fundraising
- Investments
- M&A
- Shareholder transactions
- Corporate restructuring
- Regulatory requirements
We work with founders, companies, venture capital funds, private equity investors and other stakeholders, applying appropriate income, market and asset-based approaches based on the nature, purpose and circumstances of each assignment.
ESOP & Equity Compensation Valuation
Valuation of employee stock options, share-based payment arrangements and other equity-linked compensation instruments for accounting, regulatory and corporate requirements. This includes determining fair value, assessing relevant assumptions and applying appropriate valuation methodologies for financial reporting and compliance purposes.
Financial reporting valuation
Valuation for financial reporting and accounting requirements under Indian Accounting Standards (Ind AS) and other recognised financial reporting frameworks, including purchase price allocation (PPA), intangible asset valuation, impairment testing and valuation of financial instruments.
Stressed assets and ARC transactions
Valuation of stressed loans, non-performing assets (NPAs) and other financial assets for banks, financial institutions, asset reconstruction companies (ARCs) and investors. Assignments include valuation in connection with the sale, acquisition, transfer and resolution of stressed financial assets.
Insolvency and IBC valuation
Determination of fair value and liquidation value of businesses, securities and financial assets under the Insolvency and Bankruptcy Code (IBC), for insolvency professionals, creditors and other stakeholders involved in the resolution and liquidation process.
Companies Act valuation
Valuation assignments under the Companies Act, 2013, including preferential allotments, mergers, demergers, share swaps, issuance of shares for consideration other than cash, buybacks and other corporate restructuring transactions.
FEMA and cross-border valuation
Valuation of securities and capital instruments for foreign investments, cross-border share transfers, overseas direct investment (ODI) and other transactions involving cross-border capital flows under FEMA.
Income-tax valuation
Valuation of shares, securities and other assets for income-tax compliance, including valuations under Rule 11UA (now corresponding to Rule 57 of the Income-tax Rules, 2026), and other applicable provisions.
Tell us what you need valued
Send a short note on the purpose and timeline. We will reply within one working day with scope and fees.