Unlisted Equities
& Pre-IPO
Get in before the crowd. Unlisted shares let you invest in high-growth companies before they list on stock exchanges. These are typically available through ESOPs, promoter secondary sales, or private placements — and offer significant upside when the company eventually IPOs or gets acquired.
Built on a considered shelf.
Pre-IPO Opportunities
Access shares of companies 12–36 months before their expected IPO at a fraction of the eventual listing price.
ESOP Liquidity
Employees with vested ESOPs can sell shares on secondary markets. We facilitate compliant, fair-priced transactions.
Curated Deal Flow
We source unlisted shares from verified secondary sellers — no grey market risks, all transactions are legally documented.
Promoter Secondary Sales
Buy directly from promoters or early investors seeking partial liquidity at negotiated prices.
Due Diligence Support
We provide financial analysis, cap table review, and valuation benchmarking before any unlisted investment recommendation.
Exit Strategy
We track IPO timelines and strategic sale opportunities to help you time exits and maximise returns.
The questions clients
actually ask.
- How are unlisted shares transferred?
- Unlisted shares are transferred via off-market transfer (DIS slip or CDSL/NSDL transfer) between demat accounts. All transfers are documented.
- What is the tax treatment?
- Unlisted shares held for more than 24 months are taxed at 20% with indexation (LTCG). Short-term gains are taxed at your slab rate.
- Is there liquidity risk?
- Yes — unlisted shares have no guaranteed exit. We recommend investing only what you can hold for 2–5 years until a liquidity event occurs.
Talk to a senior advisor.
A 45-minute consultation, written assessment, no obligations.
