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ESOP Scheme Compliance

ESOP Scheme Compliance

Employee Stock Option Plans (ESOPs) help companies reward and retain key talent. But setting up an ESOP isn’t just about issuing options. It involves a detailed policy, valuation, board and shareholder approvals, ROC filings, and ongoing compliance as options vest and convert into shares. A well-managed ESOP keeps your cap table clean and avoids legal or tax issues later.

We help you design, implement, and maintain ESOP schemes with complete compliance under the Companies Act.

What we do

  • Draft ESOP Policy and Scheme

  • Prepare board and shareholder resolutions

  • Coordinate with valuers for ESOP valuation

  • File MGT-14 and PAS-3 as required

  • Maintain ESOP registers and vesting records

  • Assist with vesting, exercise, and share allotment process

  • Guide on taxation and reporting requirements

  • Support during audits, due diligence, and investor reviews

Why this matters

Poorly structured ESOPs create cap table confusion, disputes with employees, and compliance gaps with MCA. Clean ESOP management protects both the company and the employees, and keeps investors confident.

Frequently Asked Questions

An Employee Stock Option Plan gives employees the right to buy company shares at a future date, usually at a pre-decided exercise price.

 

 

Private companies, unlisted public companies, and listed companies can issue ESOPs subject to the Companies Act and (if applicable) SEBI regulations.

 

 

Both board and shareholder approval (via special resolution) are mandatory.

 

MGT-14 for approving the ESOP scheme, and PAS-3 when shares are allotted upon exercise.

 

ESOP policy, valuation report, option grant letters, vesting schedules, exercise documents, board and shareholder resolutions.