Investor Relations Setup.
An investor relations function manages how a listed company communicates with shareholders, analysts and institutional investors, consistently, accurately and within SEBI's disclosure rules. We set up the IR policy, the quarterly earnings process, presentation templates, the investor section of your website and the controls that connect IR with your compliance team.
Typically 4–6 weeks to set up, ideally completed before listing so that the first quarterly results and earnings call run on the new process.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Companies preparing for listing
- Newly listed companies starting earnings calls and analyst meetings
- Listed companies whose investor relations are handled informally by promoters or the CFO
What you receive at the end.
- 01IR policy and communication guidelines
- 02Quarterly earnings calendar and process checklist
- 03Investor presentation and press release templates
- 04Website investor section mapped to LODR requirements
- 05Investor query and grievance log
Investor Relations Setup, step by step.
Typically 4–6 weeks to set up, ideally completed before listing so that the first quarterly results and earnings call run on the new process.
- 1
IR strategy
We agree the investor audience, key messages, spokespersons and the KPIs you will report consistently every quarter.
- 2
Policy and controls
We draft the IR and communication policy, aligned with the fair-disclosure code under the insider trading regulations, including quiet periods.
- 3
Earnings process
We design the quarterly cycle: results, press release, investor presentation, earnings call, and posting of recordings and transcripts on time.
- 4
Website and disclosures
We set up the investor section of your website with the information LODR requires and a process to update it within two working days of any change.
- 5
Investor engagement
We set up advance disclosure of analyst and investor meetings, a query log, and grievance handling through SEBI's SCORES platform.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Business overview, strategy and the KPIs management wants to communicate
- Recent financial results and any investor presentations
- Disclosure and insider trading policies
- Website access and the current investor section
- List of spokespersons and existing analyst or investor contacts
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Investor Relations Setup.
Ready to discuss Investor Relations Setup?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.