Merchant Banker Valuation & Certification

Q: When is a merchant banker valuation required?

It is required for certain prescribed purposes such as specific pricing certifications for issues of securities and valuations required under exchange control or tax provisions. Whether it is needed depends on the particular transaction and applicable rules, which we help determine.

Q: Why does the right certification matter?

Regulators and counterparties require certifications from the eligible professional for the specific purpose. A certificate from an ineligible party may not be accepted, delaying or invalidating the transaction, so obtaining the correct, eligible certification from the outset protects it.

Q: Can you handle both the valuation and the certification?

Yes. We help determine the correct requirement, prepare the underlying valuation and analysis, and arrange for certification to be issued through a SEBI-registered Merchant Banker where required, giving you a coordinated, compliant outcome.

Merchant Banker Valuation Certificates for Regulatory and Transaction Requirements

Certain valuations and certifications can only be issued by a SEBI-registered Merchant Banker. For a range of regulatory and transaction purposes — such as specific pricing certifications and valuations required under securities, exchange control, and tax provisions — a merchant banker's certificate carries the authority that regulators and counterparties require. Using the right professional for these purpose-specific certifications is essential, as an ineligible certificate can hold up or invalidate a transaction.

Our merchant banker valuation and certification services provide the valuations and certificates required for these purposes, issued through a SEBI-registered Merchant Banker where the requirement applies. We help you obtain the correct certification for your transaction or filing. These services complement our valuation services, fundraising advisory, and merger & acquisition advisory.

Our Merchant Banker Services

Valuation Certificates

Merchant banker valuation certificates for prescribed purposes.

Pricing Certification

Certification of pricing for issues and transactions where required.

Regulatory Valuations

Valuations required under securities and other regulations.

Exchange Control & Tax

Valuations and certificates for exchange control and tax provisions.

Transaction Support

Certification supporting fundraising, M&A, and other transactions.

Correct Certification

Ensuring the right, eligible certificate is issued for your need.

Benefits of Merchant Banker Certification

Valuation certificates that meet regulatory requirements
Certification issued through a SEBI-registered Merchant Banker
Support for pricing, securities, exchange control, and tax needs
Reduced risk of a transaction being held up or invalidated
Credibility with regulators and counterparties
The correct, eligible certification for your specific purpose

Frequently Asked Questions

What is a merchant banker and what do they certify?

A merchant banker registered with SEBI is authorised to provide certain financial services, including issuing valuation and pricing certificates required for specific regulatory and transaction purposes. For a number of matters under securities, exchange control, and tax provisions, a valuation or certificate must come from a registered merchant banker to be valid.

When is a merchant banker valuation required?

A merchant banker valuation or certificate is required for certain prescribed purposes — such as specific pricing certifications for issues of securities and valuations required under exchange control or tax provisions. Whether a merchant banker certificate is needed depends on the particular transaction and applicable rules, which we help you determine.

How is this different from a Registered Valuer valuation?

Registered Valuer valuations and merchant banker certifications serve different, purpose-specific requirements under different provisions of law. Some matters require a Registered Valuer, others require a merchant banker, and some may involve both. We help you identify which is needed for your specific transaction and obtain the correct certification.

Why does the right certification matter?

Regulators and counterparties require certifications to come from the eligible professional for the specific purpose. A certificate issued by an ineligible party may not be accepted, which can delay or invalidate the transaction or filing. Obtaining the correct, eligible certification from the outset protects your transaction.

Can you handle both the valuation and the certification?

Yes. We help you determine the correct requirement, prepare the underlying valuation and analysis, and arrange for the certification to be issued through a SEBI-registered Merchant Banker where that is required. This gives you a coordinated, compliant outcome for your regulatory or transaction need.

Get the Right Certification for Your Transaction

Merchant banker valuation and certification for regulatory and transaction requirements.