Valuations

Expert Analysis, Dependable Opinion
Empowering Strategic Decisions with Accurate Valuations
In today’s complex financial and regulatory environment, accurate valuations are essential for making informed decisions, whether you’re navigating financial reporting requirements, complying with regulatory mandates, or planning strategic transactions.

Our team brings deep expertise across diverse industries to provide precise valuations for a wide range of assets, including tangible and intangible ones. Leveraging advanced valuation techniques and a rigorous methodology, we ensure every assessment aligns with regulatory standards while addressing intricate financial, tax, and compliance challenges.

With a commitment to impartiality and precision, we support you in making critical business decisions, from assessing fair value during M&A transactions to meeting compliance requirements for audits and tax filings. Our approach integrates industry knowledge, technical excellence, and strategic foresight, empowering you to unlock opportunities and mitigate risks.
Get Fair Valuation
Empowering Strategic Decisions
with Accurate Valuations
In today’s complex financial and regulatory environment, accurate valuations are essential for making informed decisions, whether you’re navigating financial reporting requirements, complying with regulatory mandates, or planning strategic transactions.

Our team brings deep expertise across diverse industries to provide precise valuations for a wide range of assets, including tangible and intangible ones. Leveraging advanced valuation techniques and a rigorous methodology, we ensure every assessment aligns with regulatory standards while addressing intricate financial, tax, and compliance challenges.

With a commitment to impartiality and precision, we support you in making critical business decisions, from assessing fair value during M&A transactions to meeting compliance requirements for audits and tax filings. Our approach integrates industry knowledge, technical excellence, and strategic foresight, empowering you to unlock opportunities and mitigate risks.
GET Fair Valuation
Valuation Assignments
Completed
PE/M&A
Transaction Advisors in India
Comprehensive Valuation Services
Regulatory Compliances
Issuance of Shares and Securities
at Premium by Public and Private
Companies
Transfer of Shares and Securities,
Whether Domestic or Cross-Border
Foreign Direct Investment in India
Overseas Investment by Indian
Entities and Individuals
ESOP Valuations
Valuations for Financial Reporting
Purchase Price Allocation
Evaluation of Complex Financial Instruments
Impairment Testing for Goodwill
& Intangible Assets
Valuation of Both Domestic &
Overseas Investments to Facilitate
Impairment Testing
ESOP Accounting
Transactions Valuations
Mergers and Acquisitions (M&A)
Corporate Restructuring
Fundraising
Equity Funding
Portfolio Valuations
Intangible Valuations
Brand Valuations
Customer Relationships
Patented & Unpatented Technology
Non-Compete Agreements
Goodwill
IPR Valuations
Regulatory Compliances
Issuance of shares and securities
at premium by public and private
companies
Transfer of shares and securities,
whether domestic or cross-border
Foreign Direct Investment in India
Overseas Investment by Indian
entities and individuals
ESOP valuations
Valuations for Financial Reporting
Purchase Price Allocation
Evaluation of Complex Financial Instruments
Impairment Testing for Goodwill
& Intangible Assets
Valuation of both domestic &
overseas investments to facilitate
impairment testing
ESOP accounting
Transactions Valuations
Mergers and Acquisitions (M&A)
Corporate Restructuring
Fundraising
Equity Funding
Portfolio Valuation
Intangible Valuations
Brand Valuations
Customer Relationships
Patented & Unpatented Technology
Non-Compete Agreements
Goodwill
IPR Valuations
Proven Expertise Across Sectors
Automotive
Energy
& Utilities
Pharma
& Healthcare
Financial
Services
Information
Technology
Retail
& Consumer
Industrial
Products
Media &
Entertainment
Navigating Challenges,Delivering Results
Navigating Challenges, Delivering Results
Laqshya Media Group logo with text Media & Entertainment and Business Valuation.
Parijat Speciality Chemicals logo with text on valuation for equity investment and impairment testing.
MEIL logo with text: Valuation Advisory for Block Deal on Stock Exchange under Infrastructure category.
Merilytics logo with tagline An Accordion Company and text ESOP Valuation under Data Analytics.
Aerospace & Defense sector with ZAS logo and text on equity investment and impairment testing.
Fomento Resources logo in red above text about valuation for investee companies and ODI valuations.
Srinivasa Farms logo with poultry icon and text 'Valuation for Equity Investment'.
Solar logo in red with Defence icon and text Acquisition Structuring & Due Diligence on white background.
Trusted by Industry Leaders
Upwisery consistently exceeded expectations with their professionalism, responsiveness, and expertise. Their insightful company valuation, informed by deep industry knowledge, ensured accuracy and reliability. Their meticulous approach to purchase price allocation maximized our tax benefits and provided valuable insights. We were particularly impressed by their ability to tailor solutions to our specific needs, anticipate challenges, and foster a strong, trusting relationship through open communication.
Surendhren Manayath
Chief Operating Officer, LGT Wealth India
Upwisery has been a reliable partner in navigating the complexities of FEMA regulations for us. The professionalism displayed by Upwisery is truly commendable, coupled with their profound knowledge on the subject. Their flexibility and ability to provide instant services is greatly appreciated.
Abhijit Rane
Company Secretary, Fomento Group
Upwisery consistently exceeded expectations with their professionalism, responsiveness, and expertise. Their insightful company valuation, informed by deep industry knowledge, ensured accuracy and reliability. Their meticulous approach to purchase price allocation maximized our tax benefits and provided valuable insights. We were particularly impressed by their ability to tailor solutions to our specific needs, anticipate challenges, and foster a strong, trusting relationship through open communication.
Surendhren Manayath
Chief Operating Officer, LGT Wealth India
Upwisery has been a reliable partner in navigating the complexities of FEMA regulations for us. The professionalism displayed by Upwisery is truly commendable, coupled with their profound knowledge on the subject. Their flexibility and ability to provide instant services is greatly appreciated.
Abhijit Rane
Company Secretary, Fomento Group
Meet our Valuation Advisory Experts
Arvind Chaudhary
Co-Founder & Partner
Mumbai
Pushkar Khire
Partner
Mumbai
Nidhi Bohra
Associate Partner
Mumbai
Arvind Chaudhary
Co-Founder & Partner
Mumbai
Pushkar Khire
Associate Partner
Mumbai
Nidhi Bohra
Associate Partner
Mumbai
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FAQs

Four broad categories: valuations for regulatory compliance, valuations for financial reporting, transaction valuations, and intangible asset valuations. Each is delivered with a documented methodology aligned to the applicable regulatory standard.

Common triggers include issuance of shares or securities at a premium, transfer of shares whether domestic or cross-border, foreign direct investment into India, overseas investment by Indian entities and individuals, and ESOP issuance. Requirements arise under the Income Tax Act, FEMA, and the Companies Act, and often under more than one simultaneously.

Purchase price allocation following an acquisition, impairment testing for goodwill and intangible assets, evaluation of complex financial instruments, ESOP accounting, and valuation of domestic and overseas investments to facilitate impairment testing.

Yes. We value brands, customer relationships, patented and unpatented technology, non-compete agreements, goodwill, and intellectual property rights, typically in the context of acquisitions, restructuring, or financial reporting.

Our valuation work spans automotive, energy and utilities, pharma and healthcare, financial services, information technology, retail and consumer, industrial products, and media and entertainment, for clients ranging from large listed groups to growth-stage companies.

Reports are prepared to withstand review by auditors, regulators, and transaction counterparties, and the team has represented valuation matters before capital market regulators. Impartiality and a defensible methodology are the basis of every opinion we issue.

Yes. Transaction valuations for M&A, share swaps, fundraising, and corporate restructuring are routinely delivered in coordination with deal timelines, alongside our M&A Tax & Regulatory and Investment Banking teams where the mandate requires it.

Drive Strategic Growth with Reliable Valuation

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