Merchant Banker Valuation Report

A Merchant Banker Valuation Report (MBVR) is a document prepared by a licensed Merchant Banker that assesses the fair market value of assets or businesses, primarily focusing on equity valuation for companies raising capital through private placements.

What is the Valuation Certificate from a Merchant Banker?

A Valuation Certificate from a Merchant Banker is a document that provides an expert opinion on the value of a company’s shares, assets, or liabilities. This certificate is often required when a company is planning to go public, raise capital through an IPO, or is involved in a merger, acquisition, or restructuring. Merchant bankers use a combination of financial analysis, market research, and other relevant information to arrive at a fair market value of the company’s shares, assets, or liabilities.

The certificate will outline the methodology used in the valuation, as well as any assumptions made, and provide an opinion on the value of the assets being valued. The certificate is usually prepared following the guidelines and regulations set by the relevant regulatory authorities.

Process of Preparing Merchant Banker Valuation Report

Step 1: Share requirements + documents

Share your requirements and the list of documents mentioned below

 

Step 2: Drafting Valuation report for review
We shall prepare a draft valuation report and share it with you

 

Step 3: The client to confirm the valuation report

The client has to go through and confirm the report to us.

 

Step 4: Issue final valuation report

After the client confirms the draft report, we shall issue the final report with the signature of the merchant banker.

 

Step 5: Sharing deliverables
We will share the final valuation report as deliverables

Documents Required to Prepare Valuation Certificate by Merchant Banker

  • MOA of the Company
  • Any other documents requested by the Merchant Banker.

Key Deliverables

  • Valuation Certificate

Why choose Wazzeer?

  • One platform for all your requirements

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  • Experienced professionals

    Our professionals have at least 5 years of experience and have incorporated thousands of companies among them. The rich experience ensures that the process is smooth and right in the first go.

  • Defined process

    Over the last few years, doing over 500 incorporations, we have defined every step of the process. A virtual process is in place enabling us to deliver hassle free experience for you.

  • Cost Effective

    You pay what you see in the proposal. No surprises or hidden charges.

Frequently Asked Questions

As per the new rules of Income tax it is mandatory to get the share valuation done by the Merchant banker when a company issues the shares to the investors. Earlier the CA’s were allowed to issue the same.

No, when issuing the shares to the existing shareholders through rights issue, a Merchant Banker Valuation report is not required. Income tax authorities may still ask for the same.

A Merchant Banker report can be issued  in working days.

To determine the fair value of shares, when a company issues the shares to the investor’s tax it’s mandatory to get the share valuation done by the Merchant banker as per the new rules of Income.