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Invest In Pre-IPO Unlisted Opportunities

Unlisted shares are private equity shares that are not listed on any stock exchange. They are owned by a smaller group of investors, including founders, early-stage investors & employees. They are not traded publicly but are...more

Benefits Of Unlisted Opportunities

High Growth Potential

Diversification

Access to promising emerging companies

Potential for a private market premium

Discover Unlisted Opportunities Suitable for You

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Other products to invest

Mutual Funds (MF)

Mutual Funds (MF)

Equity MF

10 - 15%

Medium to High

Debt MF

5 - 9%

Low to Medium

Hybrid MF

9-12%

Medium

Loan Against Mutual Funds (LAMF)

Loan Against Mutual Funds (LAMF)

Portfolio Management Services (PMS)

Portfolio Management Services (PMS)

Equity PMS
(Large & Multi-Cap)

14-18%

Medium to High

Equity PMS (Mid & Small Cap)

14-18%

Medium to High

Debt PMS

11-13%

Medium to Low risk

Alternate Investment Funds (AIF)

Alternate Investment Funds (AIF)

Equity AIF-Listed Equities

18-20%

Med - High

Equity AIF - Unlisted Equities

20-25%

High

Debt AIF

22-25%

High

Fixed Deposits (FD)

Fixed Deposits (FD)

Corporate FD

5 - 5.3%

Low

Bank FD

5 - 9%

Very Low (Sovereign)

Bonds / NCDs

Bonds / NCDs

12-30 Months

5 - 5.3%

Low

31-60 Months

5 - 9%

Very Low (Sovereign)

60+ Months

14 - 18%

Mid to High

International / Offshore Platforms

International / Offshore Platforms

GIFT City (Inbound)

5.00% - 5.30%

Low

GIFT City (Outbound)

5 - 9%

Very Low (Sovereign)

Specialized Investment Funds (SIF)

Specialized Investment Funds (SIF)

Hybrid Oriented

5.00% - 5.30%

Low

Debt Oriented

5 - 9%

Very Low (Sovereign)

Equity Oriented

14 - 18%

Medium to High

Value-Added Services

Value-Added Services

Estate Planning

-

Essential For Succession

Residency & Immigration

-

Legal Transfer

About Pre-IPO & Unlisted Shares

Pre IPO unlisted shares provide access to private market investment opportunities, allowing investors to enter companies before they are listed. Through unlisted equity investment, investors can benefit from early-stage growth and potential value unlocking at listing.

 

What are Unlisted Shares?

Unlisted shares are private equity shares that are not listed on any stock exchange. They are owned by a smaller group of investors, including founders, early-stage investors & employees. They are not traded publicly but are bought and sold in the over-the-counter market. Additionally, they are not subject to the same regulatory requirements & obligations. By investing in unlisted, investors get greater control & influence over the company.

 

Why Invest in Pre IPO & Unlisted Shares?

● Access pre IPO investment opportunities

● Participate in early stage investment growth

● Portfolio diversification through unlisted equity investment

● Potential for higher returns

● Exposure to top unlisted companies

 

Pre IPO Investment Opportunity

Many pre-IPO shares include companies that have either filed or are in the process of filing DRHP with SEBI. These opportunities allow investors to invest before IPO and potentially benefit from valuation re-rating at the time of listing.

 

How to Buy Unlisted Shares in India

To buy unlisted shares, the process typically involves:

● Booking shares through dealers or platforms

● Making full payment

● Shares being credited to DEMAT account

 

Documents Required

● PAN Card

● Bank details

● Client Master List (CML)

 

Key Factors Affecting Price

● Demand and supply dynamics

● Company fundamentals

● Limited liquidity in private equity shares

 

Risks & Considerations

● Lower liquidity

● Limited price transparency

● Dependence on IPO timelines

● Availability of top unlisted companies

 

Who Should Invest?

● Investors seeking early stage investment

● Individuals looking to invest in startup pre IPO shares

● HNIs and UHNIs exploring private market investment

● Long-term investors

 

How to Sell Unlisted Shares

● Identify buyer

● Fill DIS slip

● Transfer shares via DEMAT

● Complete documentation

 

FAQs

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