Unlisted Shares / Pre IPO Investments :
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Unlisted shares refer to ownership in a company through equities or financial instruments that are not publicly traded on established stock exchanges. Instead, these shares are available for trading through less regulated methods, often called over-the-counter (OTC) trading or other private platforms
- Facilitating Transactions: We as Unlisted shares providers act as intermediaries or platforms that connect buyers and sellers of unlisted shares. Also facilitate the transfer of ownership of these shares through a structured process.
- Market Access: We provide investors with access to investment opportunities in companies that are not publicly traded. This allows investors to diversify their portfolios beyond listed stocks and access potential growth opportunities in unlisted companies.
- Market Information: We provide investors with information and insights about the unlisted shares market, including trends, pricing dynamics, liquidity conditions, risk factors, and investment opportunities. This helps investors make informed decisions.
- Exit via IPO: Pre-IPO investors can choose to exit by participating in the company’s IPO. For example, if the shares were allotted at Rs. 180 before the IPO and the IPO issue price after one year is Rs. 270, investors can exit their positions at a profit by participating in the offer for sale (OFS). This method allows investors to earn significant returns by making the most out of IPO-related market hype.
- Private Off-Market Transfer: Investors can privately sell unlisted shares to potential buyers. This transaction takes place directly between demat accounts negotiated privately between the parties. For this option, it is necessary that the shares are in demat mode.
- Buy and Hold Strategy: If investors believe in the company’s potential for substantial growth, they may choose to hold their shares for the long term. They may choose to hold if they expect the share price to rise significantly within a few years.
At Finvestwala, we understand that everyone's financial goals are unique.
To provide the best possible service and personalized solutions for managing your assets, we take the time to understand your specific needs and circumstances.
The brief form we ask you to complete is the first step in building a strong client-advisor relationship. It gathers crucial information about your financial situation, risk tolerance, and long-term aspirations. By providing this information, you’re empowering our team of qualified advisors to tailor investment strategies that perfectly align with your financial objectives.
Think of it as a roadmap to your financial success. The more details you share, the more effectively we can navigate you towards achieving your financial goals and building a secure future.