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ESOP Management

ESOP grants, vesting, and pool management — in one place.

From grant letter to exercise to perquisite tax, Finndesk tracks every step of your ESOP programme. One system for all employees, all tranches, and all entities in your group.

Grant to exit
Full lifecycle
Auto
Vesting engine
Auto
Perq. tax calc

7-day free trial · Setup in 10 minutes · Cancel anytime

Why this matters

The problem ESOP Management solves

Most statutory tasks in group companies go wrong due to operational gaps — spreadsheets and calendars don't talk directly to portals.

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ESOP records scattered across grant letters, Excel, and email

Grant letters are in email. Vesting schedules are in Excel. Exercise logs are scattered in folders. When a director asks for the current pool position, assembling the answer takes hours.

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Perquisite tax at exercise is calculated manually — and often wrong

At exercise, the difference between FMV and exercise price is taxable perquisite income. Calculating this per employee, per tranche, for TDS compliance, is done manually — and errors compound.

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No live view of what's vested, exercised, or available in the pool

CFOs need to know how much of the ESOP pool has vested, how much is exercised, and what's available for new grants. Without a live system, this requires pulling data from multiple sources every time.

What it does

Full capabilities

Everything included in ESOP Management — built for Indian promoters.

Grant & Vesting

ESOP scheme setup with pool size and eligible employees
Grant letters with vesting schedule, cliff, and exercise price
Auto-calculation of vesting events — no manual tracking
Multiple tranches per employee across different grant dates
Lapse tracking on resignation — options returned to pool
Board-ready pool utilisation summary

Exercise & Tax

Exercise request logging per employee
FMV-based perquisite tax calculation at exercise
TDS liability computed and exported for payroll
Capital gains tracking post-exercise on sale
Companies Act Rule 12 compliance checklist
Clean export for audit review
Onboarding

Three steps to full coverage

01

Set up your ESOP scheme

Create your ESOP plan with pool size, vesting policy, cliff period, and exercise price. Add each grantee with their grant date and number of options.

02

Vesting tracked automatically

As each vesting date passes, Finndesk updates the vested position for every grantee — no manual tracking required. View the full pool at any point: granted, vested, exercised, lapsed.

03

Exercise and tax handled cleanly

Log an exercise transaction. Finndesk calculates the perquisite tax, computes TDS, and generates a clean report for your tax audit — based on the FMV you enter at exercise date.

Common questions

Frequently asked questions

Other modules also included in your plan

7-day free trial · All modules included

See ESOP Management in action

Add your first entity using a GSTIN and see your compliance calendar live in under 5 minutes.

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