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IBBI Registered Valuer
SEBI Category-I Merchant Banker
Chartered Accountants

What types of investments can be included in a portfolio valuation?

Portfolio valuations can cover a wide range of investments, including *listed equity shares, unlisted equity shares, preference shares, convertible instruments (CCPS/CCDs), debt securities, mutual funds, Alternative Investment Funds (AIFs), venture capital investments, private equity investments, and other financial instruments.