How To Invest in Pre-IPO/ Unlisted Shares ?

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We are an active dealer in unlisted or pre-ipo shares. For more info click here.

What are Pre-IPO Shares/ Unlisted Shares ?

A pre-initial public offering (IPO) or unlisted shares is a private sale of shares before a company is listed on a stock exchange. The buyers are typically private equity firms, hedge funds, mutual funds and other HNI or retail investors willing to invest in the firm. Due to the size of the investments being made and the risks involved, the buyers in a pre-IPO placement usually get a discount from the price stated in the prospective for the IPO.

Stock

Recommended Month

Investment Price

Listing Date

IPO Listing Price

Return Multiple

CMP (27th, May 2021)

Nazara Technologies

April 20

410

30-March-2021

1800

4X

1763

HDFC Life

Nov 14

190

09-Nov-2017

345

1.8X

661

ICICI Prudential Life

Feb 11

70

21-Sep-2016

350

5X

536

BSE

Feb 10

120

29-Jan-2016

1069

8.9X

916

Listing prices are excluding corporate adjustments.

As we can see from the above table, investing in Pre-IPO or unlisted shares not only diversifies your portfolio risk but also helps in identifying good opportunities of investing much before listing on a stock exchange.

Who should buy Pre-IPO or unlisted shares ?

  • Investors looking for portfolio diversification with high risk and high reward.
  • Investing in pre-IPO or unlisted shares helps in identifying the multibagger stock in their early stage.
  • Since the Pre-IPO or unlisted shares are not very liquid like listed shares , they often remain either undervalued or overvalued over a long period of time. Thus if an investor is able to invest when the stock is undervalued, then he/she can gain significant returns on his/her investment.
  • Opportunity to invest in unicorn startups like Paytm etc in their early stage of growth.

Our Value Proposition ?

We offer access to investors with hidden gems and help them in price discovery, we act as enablers and transaction facilitators while matching the trade between buyer and seller. Our dedicated research helps clients in valuation of stock, looking for fundamentals etc. Our research is our USP for which our client works with us.

How to Invest in Pre-IPO/Unlisted Shares ?

It is a very simple 4 step process :

  1. Creating Inquiry
  2. Deal Processing
  3. Fund Transfer
  4. Credit of Shares into your demat account.
pre ipo or unlisted shares

Step 1 : Creating Inquiry

Contact our team, and fix the rate and quantity for the stock in which you want to invest. In case you are confused in which pre-IPO or unlisted shares is better to invest. Don’t worry our team is well equipped with the required knowledge to recommend you the best pre-IPO share or unlisted share. In case you are still not satisfied with the recommendations by our team, just refer to our detailed research report on the companies to decide the best investment opportunities available.

Step 2 : Deal Processing

Post provisional booking of stock quantity and rate. And post booking our team will share a deal confirmation note on your E-Mail ID.

Now you will be required to share the basic KYC documents and demat CML copy. Till the time you provide us with the required documents in the meantime we will procure the pre-IPO or unlisted shares, if in case it is not available with us.

Step 3 : Fund Transfer

Now it is the time for the transfer of funds to our company bank account and share the same with our team. Within an hour of confirmation of credit or share our team will start the process of transfer of share from our demat account to your demat account.

Step 4 : Credit of Share

Within 36 hours of fund credit into our bank account we will transfer the shares into your demat account and post 48 hours of transfer of shares , our team will issue an invoice for the deal for your record and taxation purposes.

In conclusion investing in pre-IPO or unlisted shares is as simple as investing in listed shares.

To Invest in Pre-IPO or Unlisted shares with us, just visit our unlisted share page or contact our team.

Note : You need not to worry for the statutory related compliance like stamp duty payment, TCS payment etc. All these will be handled by our team. You just sit back and relax.

Disclaimers: Investors should consider certain risk factors such as wide bid ask spread, delay in expected IPO, change in underlying business fundamentals impacting adversely on original investment rationale, security becoming further ill liquid due to demand/supply imbalance and IPO floor may turn out to be lower than investors expectation.

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