Design, conceptualize, and rollout ESOP/SAR schemes that align with growth, governance, and compliance​

No two companies have the same equity philosophy. We conduct working sessions with founders, CFOs, CHROs, and legal advisors to understand your objectives, current structures, funding plans, and team dynamics. We then design policy options for your review from mapping out pros, cons, to long-term implications. You choose what fits. We refine and finalize.​

We tailor schemes to match your company’s lifecycle: early-stage ESOP plans, growth-stage SARs or RSUs, or SEBI-compliant schemes for listed companies. Whether direct grant or trust route, we help you decide what’s optimal for your stage, dilution model, and governance structure.​

We guide you through defining:​

• Grant eligibility & pool sizing​
• Vesting models (time, milestone, performance)​
• Exercise periods, tax treatment, and lapse clauses​
• Termination and exit treatment​
• Change-of-control scenarios and accelerated vesting​
• Liquidity Events, M&A, IPO and Much more!​

These aren’t boilerplate decisions, we help you model and align them to your people and equity strategy.​

We help you secure stakeholder buy-in by preparing board decks, shareholder resolutions, and investor briefs. Our team ensures your ESOP policy is aligned with funding timelines, founder dilution expectations, and investor preferences making approval frictionless. We will be by your side partner for your NRCs and board meetings.​

If you operate across geographies or entities, we help you design a master scheme with country-specific adaptations. Define logic for Indian and foreign subsidiaries, CXO-specific tranches, or grant conditions that vary by location, all wrapped into a single, scalable framework.​

If your company has group entities, international teams, or complex investor structures, we help design unified policies with modular customization. Whether it’s CXO-specific SARs, trust-based pooling, or dual-country tax alignment, we keep the scheme scalable and audit-ready.​

Unsure whether to use a direct grant model or ESOP Trust? We assess both options with you i.e. comparing accounting treatment, taxation impact, control over shares, and long-term liquidity planning. You get clarity on what’s optimal now and flexible for future events like buybacks or IPOs.​

We collaborate with your legal counsel or ours to produce a legally vetted policy document. We also provide supporting documents like board notes, explanatory memos, grant templates, trust deeds, and employee FAQ, so that when the plan is approved, it’s ready to execute immediately.​