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FAQs
What are Unlisted Shares and Pre-IPO shares?
Unlisted shares are shares of a company that are not yet listed on stock exchanges like the BSE or NSE. While there’s no formal definition of “Pre-IPO shares”, the term is often used interchangeably with unlisted shares.
Why should you invest in Unlisted Shares?
Early Access: You can invest in top unlisted companies before it is available for the masses. You may also be able to invest in unlisted companies at a discount to its listed peers.
Diversification: Unlisted Shares are a good investment to have in your portfolio for diversification purposes. They are fairly uncorrelated to other asset classes like listed shares, mutual funds, bonds, fds, etc. and can provide higher returns as compared to them..
Uniqueness: You may be able to invest in unique industries which don’t have any representation in the listed space.
What is the minimum investment?
The minimum investment on our platform is just Rs. 10,000. As a special offer on certain occasions and for certain companies, the minimum investment quantity becomes 1 share.
What are the risks of investing in Unlisted Shares?
Liquidity Risk: Since Unlisted Shares are not traded on an exchange, it is difficult to sell it on the exchange. We suggest that an investor should not invest in Unlisted Shares with a mindset of trading or selling it in a short period of time. One should be prepared to hold it for a few years at least or until the IPO of the share.
Lock-in of shares: There is a lock-in period of six months if you have the shares of a company that announces an IPO and is getting listed on the stock exchange. You cannot sell such shares for six months from the date of listing.
Market Risk: Unlisted Shares are also subject to market risks & price risks, similar to their listed counterparts.
Who sells Unlisted Shares?
Existing shareholders of the unlisted company can sell Unlisted Shares. These include Employees, Ex-employees, Promoters, Private Equity investors, and more.
The issuing company may or may not be involved. If the company is looking to raise funds and issue further paid-up capital, it can be involved, otherwise, the company is not involved.
When will the Companies IPO?
Determining when a company will opt for an IPO can be challenging. Sometimes, regulatory mandates, such as those from the RBI, require certain companies to get listed (e.g., HDB Finance and Tata Capital must be listed by September 2025). Otherwise, the decision to pursue an IPO depends on the company’s objectives, management, and shareholders, as well as market conditions. Typically, most IPOs occur when the company feel’s it has reached a stage of maturity or a size that makes sense for it to go public. However, it is also possible that a company may choose not to go public for a very long time.
What happens if they don't IPO?
Even If a company does not opt for an IPO, you are still holding onto an asset that has the potential to increase in value. IPO event merely signifies availability of liquidity. While it is an important event for you as an investor, a non-ipo doesn’t diminish the value of the asset you are holding. That is solely driven by its business fundamentals. Yes, liquidity is definitely much easier if an IPO happens, but you can also explore other options for availing liquidity such as selling them to a broker or any other participant in the unlisted market.
Pre-IPO Rules & Guidelines
Lock-in Period for Pre-IPO Shares
If an unlisted company plans to go public through an IPO (Initial Public Offering), SEBI mandates a six-month lock-in period for all unlisted shares starting from the listing date.
Selling Pre-IPO Shares
Before IPO:
Investors can sell their pre-IPO holdings at any time within the unlisted market before the IPO launch. Selling specialists are available to assist throughout the process.
After IPO:
Once the company’s shares are listed, investors can sell them only in the listed market and only after completing the six-month lock-in period.
Selling Pre-IPO Shares with Precize
Precize streamlines the investment and liquidation process for unlisted shares.
They offer complete support during the transaction, ensuring a smooth, hassle-free experience for investors looking to sell their pre-IPO holdings.
Taxation
Under the new tax rules:
Long-term capital gains on pre-IPO shares held for more than 24 months are reduced from 20% to 12.5%.
Short-term capital gains remain taxed at the applicable marginal tax rate.
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Lisa Hernandez
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Una Lopez
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