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03 · Capital markets readiness

IPO Advisory

Financial reporting, disclosure support, and compliance coordination for companies preparing for the demands of the public market and SEBI-facing scrutiny.

IPO work begins long before a Draft Red Herring Prospectus is filed. A company has to bring its historical financial reporting, internal controls, statutory records, and disclosure discipline up to the level expected by merchant bankers, legal counsel, and the reviewing ecosystem operating under the SEBI ICDR Regulations.

We assist management teams in preparing for DRHP-stage scrutiny by reviewing financial statement support, identifying disclosure gaps, reconciling statutory and commercial records, and coordinating finance-side responses during due diligence. This includes a close reading of issues arising under the Companies Act, 2013, listing obligations, and transaction-specific governance requirements.

The objective is not merely document collection. It is to ensure that management can defend the numbers, the disclosures, and the compliance trail with confidence. That requires disciplined working papers, clear ownership of open points, and a practical timetable that aligns finance, legal, secretarial, and merchant banker workstreams.

“Under SEBI's ICDR Regulations, the DRHP must be filed with a SEBI-registered merchant banker. Our role is to ensure the financial disclosures meet every statutory requirement.”

Navneet Jerath, FCA

Process

How the engagement progresses

1

Initial assessment

Review reporting quality, statutory records, internal controls, and readiness gaps before transaction work intensifies.

2

DRHP preparation

Organise financial disclosures, supporting schedules, reconciliations, and finance-side drafting inputs for DRHP workstreams.

3

SEBI filing & compliance

Support disclosure consistency, statutory compliance checks, and coordinated responses around SEBI-facing submissions.

4

Pre-IPO due diligence

Address open diligence points, documentary gaps, related-party matters, and management explanations across review teams.

5

Post-listing compliance

Strengthen recurring reporting discipline, compliance calendars, and governance support for the listed environment.

Frequently asked questions

Frequently asked questions

Preparation should usually begin well before DRHP filing, often 12 to 24 months in advance, so that financial reporting, internal controls, statutory records, and disclosure processes can be strengthened before external diligence intensifies.

Our role is to support the company and its finance function by improving reporting readiness, helping organise disclosure support, resolving data inconsistencies, and ensuring the financial workstream can respond effectively to merchant banker and diligence queries.

Yes. We assist with the preparation and review of financial disclosure support, working papers, reconciliations, and compliance documentation that feeds into DRHP drafting and SEBI-facing review processes.

The biggest delays usually arise from weak historical records, unresolved related-party matters, inconsistent statutory positions, incomplete internal controls, and management information that cannot be tied cleanly back to audited numbers.

Contact

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For mandates that need clarity, continuity, and precise commercial judgement.

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