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Patel & Vaghasiya

Chartered Accountants

IPO Advisory & Support Services

Trusted Pre-IPO Partner for Fast-Growing Companies

Taking your company public is one of the biggest milestones in your business journey. It demands strategic planning, strict regulatory compliance, accurate financial reporting, and seamless execution.

At Patel & Vaghasiya, Chartered Accountants, we provide end-to-end IPO Advisory and Support Services, with a special focus on Pre-IPO readinessβ€”helping companies strengthen their financials, governance, structure, and documentation well before they enter the capital market.

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What Is IPO Advisory & Support?

IPO Advisory is a comprehensive professional service that guides a company from the pre-IPO stage to a successful listing. It ensures compliance with SEBI regulations, proper restructuring, strong financial reporting, valuation support, and coordination with intermediaries β€” reducing risk and improving listing success.

Why Choose Us for IPO Advisory?

Expertise in SME & Mainboard IPO

Strong coordination with Merchant Bankers, Registrars & Exchanges

Comprehensive Pre-IPO support for compliance, restructuring & valuation

Practical, business-focused approach

Transparent process with continuous guidance

Our Core Services

1

Pre-IPO Advisory & Readiness (Our Specialised Service)

Corporate Structuring & Clean-Up

Restructuring shareholding pattern

Conversion of company (if required)

Capital structuring & promoter holdings planning

ESOP structuring and advisory

Financial Diagnostic & Strengthening

Review of past financials

Identifying gaps in accounting & reporting

Restatement of financial statements

Ind AS conversion support

Working capital optimisation guidance

Compliance & Legal Readiness

ROC, Income Tax & GST compliance check

Secretarial compliance verification

Board processes improvement

Drafting & updating company policies

Due Diligence Preparation

Preparing for merchant banker, legal & financial due diligence

Ensuring statutory registers, filings & documents are corrected

Organising data room

Business Valuation & Projections

Equity valuation support

Detailed financial projections

Ratio analysis & investment highlights preparation

Branding & Investor Presentation

Drafting company profile

Creating pitch deck & investment theme

Highlighting strengths, business model & growth story

2

IPO Execution Support

Coordination with Merchant Banker, Legal Advisor, RTA & Exchanges

Drafting and review of DRHP / Prospectus

Ensuring compliance with SEBI guidelines

Support during issue management & marketing

Assistance during listing and post-listing follow-ups

3

Post-IPO Compliance & Support

Quarterly & annual listing compliances

Corporate governance advisory

Secretarial & statutory support

Investor relations assistance

Board reporting and financial review

Industries We Serve

Manufacturing

Trading & Distribution

Textiles & Chemicals

Infrastructure & Engineering

IT & Technology

Pharma & Healthcare

FMCG & Consumer Products

Service Sector Businesses

Why Companies Trust Us

Practical, business-friendly advisory

End-to-end support from planning to listing

Experienced team of CA, CS, Valuers & Financial Advisors

Clear communication and continuous guidance

100% confidentiality and professional ethics

Frequently Asked Questions

IPO Advisory

Ready to Take Your Company Public?

Whether you're planning an SME or Mainboard IPO β€” our team supports you at every step.

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