Securities & Financial Assets

Valuation of Securities & Financial assets means determining the market value of equity instruments (viz. common stock and preferred stock), debt instruments (viz. bonds and bills of exchange), derivatives (viz. options and futures) issued by government agencies, financial institutions and corporate organizations.

The main factors driving the securities market value include liquidity, demand and supply of similar instruments, stock market rates of similar securities, present value of future cash flows etc.

Promoter Director, CA Sanjay Mehra is our IBBI certified Valuer (Ibbi Register Valuer) for Securities and Financial Assets. He is a Fellow Chartered Accountant with over 30+ years of enriched experience.

Online valuation form

Documents to be uploaded

Financial instrument certificate
PAN
Balance Sheet (if held by corporate entity)
Any previous valuation report
Other