Shivantti Finserv

Top Unlisted Equities Investment Opportunities.

Top Unlisted Equities Investment Opportunities.

Shivantti Finserv Unlisted Equities Page
Unlisted Equities is investing in private companies offers a compelling alternative to traditional stock market investments. These privately-held businesses provide unique growth opportunities by allowing investors to participate in a company’s journey before it reaches public markets. As more companies choose to remain private longer this investment category has become increasingly relevant for investors seeking portfolio diversification and enhanced returns. Private company investments grant access to innovative business models and emerging industries that might otherwise remain out of reach through conventional investment channels.

Unlisted Equities is investing in private companies offers a compelling alternative to traditional stock market investments. These privately-held businesses provide unique growth opportunities by allowing investors to participate in a company’s journey before it reaches public markets. As more companies choose to remain private longer this investment category has become increasingly relevant for investors seeking portfolio diversification and enhanced returns. Private company investments grant access to innovative business models and emerging industries that might otherwise remain out of reach through conventional investment channels.

Unlisted Equities is investing in private companies offers a compelling alternative to traditional stock market investments. These privately-held businesses provide unique growth opportunities by allowing investors to participate in a company’s journey before it reaches public markets. As more companies choose to remain private longer this investment category has become increasingly relevant for investors seeking portfolio diversification and enhanced returns. Private company investments grant access to innovative business models and emerging industries that might otherwise remain out of reach through conventional investment channels.

Benefits of Unlisted Equities

Benefits of
Unlisted Equities

Exceptional Returns

Unlisted equities offer the chance to earn high returns especially when investing early in high-growth companies.

Hidden Opportunities

These markets often hold undervalued companies with strong fundamentals giving you a chance to invest before they gain mainstream attention.

Portfolio Diversification

Unlisted equities provide exposure to unique sectors and businesses helping you diversify beyond traditional listed stocks.

Early Entry

Investing in Unlisted equities allows you to become part of a company’s growth journey before it goes public.

Reduced Market Volatility

Unlisted equities tend to be less affected by daily market fluctuations, offering a more stable investment option compared to publicly traded stocks.

Exceptional Returns

Unlisted equities offer the chance to earn high returns especially when investing early in high-growth companies.

Hidden Opportunities

These markets often hold undervalued companies with strong fundamentals giving you a chance to invest before they gain mainstream attention.

Portfolio Diversification

Unlisted equities provide exposure to unique sectors and businesses helping you diversify beyond traditional listed stocks.

Early Entry

Investing in Unlisted equities allows you to become part of a company’s growth journey before it goes public.

Reduced Market Volatility

Unlisted equities tend to be less affected by daily market fluctuations, offering a more stable investment option compared to publicly traded stocks.

Investment Success Factors

Regulatory Protection Gaps

Conflict Resolution

Quality of Intermediaries

Market Stability

Transaction Verification

Tax Planning

Regulatory Protection Gaps

Quality of Intermediaries

Transaction Verification

Conflict Resolution

Market Stability

Tax Planning

Regulatory Protection Gaps

Transaction Verification

Market Stability

Quality of Intermediaries

Conflict Resolution

Tax Planning

Tax Guide for Investors

Capital Gains Taxation (Effective from July 23, 2024) - If sold as Unlisted Share

Holding Periods

- Unlisted Securities & Other Assets: Long-term if held >24 months.

Tax Rates

- Short-Term Capital Gains (STCG): Taxed as per the income tax slab rates.
- Long-Term Capital Gains (LTCG): 12.5% (previously 20%)

Capital Gains Taxation (Effective from July 23, 2024) - If sold as Listed Share

Holding Periods

- Listed Securities & Other Assets: Long-term if held >12 months.

Tax Rates

- Short-Term Capital Gains (STCG): 20% (previously 15%)
- Long-Term Capital Gains (LTCG): 12.5% (previously 10%)

Unlisted Equities Offering

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