§ 01 — Sounds Familiar?
Your client needs a valuation. You need it to not become your problem.
You run the client's tax and compliance work end to end — and then a share issue at a premium, an ESOP grant or a foreign remittance lands on your desk, and suddenly the file needs a registered valuer's report you cannot sign yourself. You know the risk in that referral better than anyone:
- The valuer under-delivers, and you wear it. A thin DCF with unexplained assumptions comes back from assessment or audit — and the client remembers who recommended the valuer, not who signed the report.
- The deadline is yours, not theirs. The filing date, the board meeting, the RBI reporting window — you committed to it. A valuer who goes quiet for three weeks puts your name on the delay.
- The referral turns into a competitor. You send a client to a full-service firm for one report and their tax and advisory teams start circling the rest of the relationship.
- You end up doing the valuer's job. Chasing data, correcting the regulatory basis, translating the report for the client — unbilled hours propping up someone else's deliverable.
If any of that is why you have kept valuation referrals at arm's length, this page is for you.
§ 02 — What We Do For You
A valuation bench for your practice — not a one-off vendor
Think of us as the valuation desk your firm does not have to build. You stay the client's advisor; we produce the registered valuer's report your file needs, in a form your client can read and a reviewer cannot easily pick apart.
- Section 56(2)(viib) and Rule 11UA reports — startup valuation for share issues at a premium, with the DCF assumptions documented the way an assessing officer will actually test them.
- ESOP and sweat equity valuations — ESOP valuation for grant pricing and perquisite computation, aligned to the tax position you are taking for the client.
- FEMA pricing valuations — FEMA valuation for inbound and outbound share transfers, issued to the pricing guidelines your AD bank and the RBI reporting expect.
- Everything else that walks in — buy-backs, family settlements, restructuring and transaction support via business valuation, so one relationship covers the spread of your client base.
How the partnership works in practice:
- Co-delivery on your terms. We can work directly with your client under your introduction, or stay in the background and deliver through you — your choice, agreed at the first mandate and honoured after it.
- Your relationship stays yours. We are a pure-play valuation practice. No tax, no audit, no advisory retainers — there is structurally nothing of yours for us to take, and we put that boundary in writing.
- Reports your client can read. Every report carries a one-page plain-English value narrative, so you are not the translator, and a post-delivery advisory note flagging what to watch next.
- A recurring model, not a favour. Most CA relationships settle into a steady rhythm — annual ESOP refreshes, funding-round valuations, FEMA filings — with a scoping conversation that gets shorter each time.
§ 03 — How The Engagement Runs
Built around your filing calendar
Our process is Scope → Analyse → Triangulate → Deliver & Defend — and for a referring CA, each stage is designed to keep you informed without pulling you in:
- Scope. A short call with you (and the client, if you prefer) fixes the purpose, the regulatory basis, the valuation date and the deadline. You get a written scope and a fixed fee before anyone commits — quote it onward or pass it through as you see fit.
- Analyse & Triangulate. We request data once, against a precise checklist, and work directly from what the client has — you are not the courier. An indicative valuation range reaches you in 5–7 business days for standard mandates, so you can flag surprises before anything is signed.
- Deliver & Defend. The full signed report follows in 10–15 business days, prepared to IVS, ICAI Valuation Standards and IBBI RVO norms. If the assessment or audit later raises questions, the senior valuer who signed the report answers them — that is part of the engagement, not a new invoice.
Fixed fee, scope-bound, every time. No hourly meters, and no re-pricing mid-mandate unless the scope genuinely changes — in which case we re-quote to you first.
§ 04 — FAQ
What referring CAs ask us first
Will you work white-label, through our firm?
The valuation report must be issued and signed in the registered valuer's name — that is a regulatory requirement, not a preference. Around that, yes: we can scope through you, communicate through you, and deliver through you, so the client experiences the engagement as an extension of your firm.
How do we know you won't pitch our client for other work?
Because there is no other work to pitch. Fintellectual is a pure-play valuation practice — we carry no tax, audit or advisory service lines, so the usual full-service conflict simply does not exist. We are happy to record the non-solicitation boundary in the engagement terms.
Our client's filing is close. How fast can you actually move?
For standard mandates, an indicative range within 5–7 business days and the full signed report within 10–15. If the deadline is tighter, say so at scoping — we commit to a timeline in writing before you commit to us, so you are never promising your client something we have not promised you.
Who deals with the assessing officer's questions later?
The senior valuer who signed the report. Reports document the regulatory basis and every material assumption precisely because that is what gets challenged — and post-issue defence of the valuation is built into the engagement. You handle the tax position; we stand behind the number.
Is there a formal referral or partner arrangement?
Yes. For firms with recurring valuation needs we set up a simple standing arrangement — agreed scoping format, agreed turnaround commitments, and a single point of contact. Mention the partner enquiry option when you contact us and we will take it from there.