Shareholders' Agreement & Term Sheet Review
Investor rights, transfer restrictions and exit terms that work under Indian law
- 1ReviewClauses explained and risks flagged.
- 2NegotiateMark-ups and talking points prepared.
- 3ImplementArticles amended and filings made.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
About Shareholders' Agreement & Term Sheet Review
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
A shareholders' agreement sets the investors' rights and the founders' obligations: board seats, reserved matters, pre-emption, ROFR, tag-along and drag-along, anti-dilution, liquidation preference, information rights and exit. In India, transfer restrictions bind the company only if they are in its articles, and put options for foreign investors can't guarantee a return — the exit price can't exceed fair value.
We review term sheets and SHAs from the founders' side, explaining what each clause means commercially and where it can be negotiated, and flag terms that won't work under Indian company law, FEMA or tax rules.
After signing, the articles of association are amended so the key rights are enforceable, and the transaction filings — allotment, FC-GPR, stamp duty — are completed.
| Common rights | Board seat, reserved matters, ROFR, tag/drag, anti-dilution |
|---|---|
| Liquidation preference | Commonly 1x non-participating |
| Enforceability | Transfer restrictions must be in the articles |
| Foreign investor exits | No assured return; price ≤ fair value |
| Stamp duty | Varies by state |
Work that the law requires a advocate (for drafting and stamping) to sign or represent is delivered through Indus Tax's partner professionals; our team prepares the records, coordinates the filing and stays your single point of contact.
Who this is for
Common scenarios where this service is a good fit.
- Founders reviewing a term sheet or SHA
- Companies adding investors
- Shareholders in a joint venture or family company
What you get
Clear deliverables so you know exactly what's included.
- Clause-by-clause review
- Negotiation notes
- Articles amendment
- Closing filings
Expert review before every submission — not just data entry.
Working notes and reconciliations you can rely on in future notices.
Resident Indians, NRIs, expats and cross-border businesses — all served.
Documents required
A practical checklist. We'll tell you if anything else is needed based on your case.
* This is a base checklist. After a quick pre-check, we may ask for additional items specific to your case.
Process
A simple, trackable workflow — designed to avoid back-and-forth.
Clauses explained and risks flagged.
Mark-ups and talking points prepared.
Articles amended and filings made.
Get a quote
We share a clear quote on WhatsApp after a quick checklist pre-check.
- Fixed quote on WhatsApp after a short look at your facts and documents.
- Work that legally needs a advocate (for drafting and stamping) is signed by a partner professional; we coordinate it end to end.
- Government fees, if any, are paid at actuals and shown separately.
| Factor | DIY | Indus Tax |
|---|---|---|
| Expert review | ❌ | ✅ |
| Notice risk reduction | ❌ | ✅ |
| Deduction optimisation | ❌ | ✅ |
| Audit-ready records | ❌ | ✅ |
| AIS/26AS reconciliation | ❌ | ✅ |
Share your facts and deadline. We'll reply with the right checklist and a clear quote.
Fee adjusted against our service fee if you go ahead within 30 days.
- Priority CA Call-backSkip the queue — a CA calls you within 30 minutes.₹255
- RecommendedCA Consultation (30 min)Talk one matter through properly with a CA.₹755
- In-depth CA Review (60 min)Documents reviewed before the call, written action plan after.₹1,155
Call-backs run Mon–Sat, 9 AM–6 PM IST. Booked outside these hours? We call you first thing the next working morning.
Compare the 3 plansFrequently asked questions
Answers to the most common questions we get.
Official sources
Indus Tax is a private professional services firm and is not affiliated with any government authority. Rules and fees change — we confirm current positions before filing.
