Merchant Banking

SumedhaFiscal provides solution towards broad range of capital raising through Initial Public Offerings. Our Merchant Banking team comes with rich expertise in handholding issuers who are interested in wealth creation, finance growth, unlocking the value of the Company. We have strong presence among the Investors community who are day in day out interested in investing in the company. We have introduced many corporates to the investors, thereby enabling them in unlocking their value.

Sumedha Fiscal offers end-to-end advisory and execution support for Qualified Institutional Placements (QIPs), enabling listed companies to raise capital efficiently from institutional investors. Their QIP services include strategic structuring, valuation guidance, preparation of offer documents, regulatory compliance, investor outreach, pricing support, and seamless coordination through to allotment and listing. With deep market expertise and strong institutional networks, Sumedha Fiscal helps clients optimize fundraising outcomes while ensuring speed, transparency, and adherence to SEBI regulations.

Sumedha Fiscal provides comprehensive Merchant Banking services towards Rights Issues of the Issuer Company, supporting Issuer Companies through every stage of the fundraising process — from strategic planning and documentation to regulatory approvals and issue management. Our expertise ensures a smooth, compliant, and efficient rights offering that maximizes shareholder value.

Changing hands among the listed corporates is normal during the life of a business concern. Sumedha Fiscal - being a SEBI Registered Merchant Banker is specialized in advising companies in changing hands and arranging for new buyers and investors who are interested in acquiring and running the business. We are specialized in studying the business and carrying out Due Diligence to ensure that the process of changing hands is done within the regulatory framework as specified by the regulator SEBI.

The process of buying back equity shares from the public shareholders is a type of capital structuring being carried out as per the SEBI (Buyback of Equity Shares) Regulations. A SEBI Registered Merchant Banker is required for the execution of the Buyback. At Sumedha Fiscal we have a specialized team engaged in advising the companies for undertaking the Corporate Restructuring.

The process of delisting the equity shares of the Company from the nationwide trading terminals is known as Delisting. SEBI has prescribed proper procedure for providing Exit opportunity to the public shareholders at the value as prescribed by SEBI. Sumedha Fiscal is specialized in handling such assignments and has successfully assisted the corporates who do not wish to continue with their listing at the Stock Exchange to get the same delisted.

Sumedha Fiscal is specialized in empowering corporates through expert merchant banking services focused on Employee Stock Option Plans (ESOPs). Our tailored solutions help companies seamlessly issue shares under ESOP schemes, unlocking value for both the organization and its employees.

Sumedha Fiscal is rendering services for comprehensive underwriting services. We facilitate capital raising for our clients by underwriting securities, ensuring successful public offerings, and providing expert advisory to corporations and financial institutions. Our commitment is to deliver tailored financial solutions that help businesses navigate the complexities of capital markets with confidence and efficiency.

At Sumedha Fiscal, we are specialized in providing assistance to our clients towards fund raising through private placement by introducing the Company to Institutions, HNIs, Family Offices, AMCs, etc. Who are interested in investing in the Company.

Sumedha Fiscal is committed to delivering specialized financial services with a strong focus on Alternative Investment Funds (AIFs). With deep expertise in capital markets and regulatory frameworks, we serve as a trusted partner to fund managers, investors, and corporates, guiding them through the complex landscape of AIF structuring, compliance, and fundraising.

Sumedha Fiscal is also specialized in delivering Fairness Opinions. A Fairness Opinion is an independent professional assessment which evaluates whether thevaluation derived by the valuer towards a transaction is fair from a stakeholders point of view.

Sumedha Fiscal is specialized in facilitating seamless and efficient Offer for Sale (OFS) transactions, empowering our clients to unlock value from their equity holdings with confidence and precision. Offer for Sale (OFS) is a mechanism by which existing shareholders (like promoters, venture capitalists, or private equity investors) sell their shares in a listed company to the public or institutional investors through the stock exchange.

Codes & Policies – Merchant Bankers
Investor Charters

SEBI vide its circular no. SEBI/HO/CFD/DCR2/P/CIR/2021/0661 dated November 23, 2021 has mandated publishing of Investor Charter and Disclosure of Complaints by Merchant Bankers on their Websites. In view of the same, the following information is disseminated:

Investor Complaints Data

Stock Markets have become an important avenue for raising resources. As a Category I Merchant Banker by SEBI, we have a proven track record in Lead Management, Private Placement and Issue Advisory Services. The process of valuation and of realizing the value requires considerable financial and legal skill, which is our forte. Our association with internationally reputed Merchant Bankers, coupled with close relationships with various Investors and Intermediaries help make Public Issues a success. We have been associated with several prestigious Public Issues as Lead Manager, Co-Manager and Syndicate Member.

Half Yearly Report – Merchant Banking
Financial Year
Half Year ended
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2025
30-Sep-2025
31-Mar-2025
2024
30-Sep-2024
31-Mar-2024
2023
30-Sep-2023
31-Mar-2023
2022
30-Sep-2022
31-Mar-2022
2021
30-Sep-2021
31-Mar-2021
2020
30-Sep-2020
31-Mar-2020
2019
30-Sep-2019
31-Mar-2019
2018
30-Sep-2018
31-Mar-2018
2017
30-Sep-2017

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