Financial Advisory
Capital solutions and valuation expertise for every stage of growth.
Overview
ValueChakra Advisory provides structured financial advisory services across the capital lifecycle — from project funding and working capital solutions to business valuations and M&A due diligence. We prepare investor-ready documentation, identify appropriate funding sources across banks, NBFCs, and private equity, and provide hands-on support through the entire transaction lifecycle. Our valuation practice covers business enterprise valuations, equity and ESOP valuations, and intangible asset valuations, conducted in accordance with ICAI Valuation Standards and IVS.
What we deliver
10 service offerings within this practice.
Financial Planning
Build funding plans and capital structure advice that support growth and working capital needs.
Project Report Preparation
Prepare bank-ready project reports and feasibility documents for financing proposals.
Project Funding (Debt & Equity)
Source suitable debt and equity funding options and guide clients through term negotiations.
Working Capital Funding
Structure working capital facilities to match cash conversion cycles and business seasonality.
Non-Fund Based Facilities (LCs, Buyers Credit)
Advise on letter of credit, buyer’s credit and other trade finance instruments.
Private Equity Funding
Assist with private equity outreach, pitch material and deal structuring support.
Business, Equity & ESOP Valuations
Deliver valuations for transactions, investor reporting and ESOP design using recognised standards.
Intangible Asset Valuations
Value goodwill, brands and other intangible assets for financial reporting and deals.
Due Diligence (Financial, Tax, Legal coordination)
Coordinate diligence across finance, tax and legal teams for transactions and compliance checks.
Government Subsidies & Grants
Identify subsidy programmes and assist with grant applications for eligible projects.
Our methodology
A structured, senior-led path from baseline to follow-up.
Requirement Analysis
Understand the funding objective, transaction timeline, and quantum of capital required.
Financial Modelling
Build detailed multi-year projections, sensitivity analyses, and proposed funding structures.
Information Memorandum
Prepare investor- and lender-ready documentation including CIM, project reports, and DSCR analysis.
Lender/Investor Identification
Shortlist and approach appropriate banks, NBFCs, or PE/VC funds based on the client profile.
Negotiation Support
Assist in term sheet review, deal structuring, and negotiation to optimise funding terms.
Closure & Disbursement
Coordinate due diligence, legal documentation, and drawdown to bring the transaction to close.
What sets us apart
Integrated advisory combining financial modelling, documentation, and lender/investor outreach under one team
Valuation practice compliant with ICAI Valuation Standards (2018) and IVS 2022
Established relationships with banks, NBFCs, and private equity funds across India
Standards & frameworks we work to
ICAI Valuation Standards (2018), IVS 2022, SEBI (ICDR) Regulations
The information on this page is for general informational purposes only. It does not constitute professional advice. Specific advice should be sought based on the facts of each situation. ValueChakra Advisory Private Limited accepts no liability for action taken in reliance on this information.
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