Unlisted Shares

Can you invest in unlisted companies? Yes, it is possible. There are thousands of companies that are unlisted but can offer significant returns. So, if you want to invest in companies like CSK, LAVA, BOAT, or OYO, you can. However, investing in unlisted companies would require some learning and experience.

Listed shares on the stock market come with a safety net through constant monitoring and regulations by the Securities and Exchange Board of India (SEBI). But unlisted stocks come with more significant risks since they are not monitored. In This article, we’ll learn how to buy unlisted shares in India and where to buy unlisted shares in India, risks, and the factors you should consider before purchasing these shares.

What are unlisted shares?

An unlisted share is any security or financial instrument available for trade on over-the-counter markets and is also known as over-the-counter securities.

You will not find them for trading on the stock exchanges. These are stocks from newer or smaller firms. They don’t have what it takes to comply with the norms of listing on the stock exchanges, like listing fees, market capitalizations, etc.

Types of unlisted instruments 

The most common type of unlisted financial instrument is the common stock. Most of these unlisted stocks trade on the OTC markets. Other instruments include:

  1. Penny stocks
  2. Corporate Bonds
  3. Government Securities 
  4. Derivatives like Swap  

How to invest in unlisted companies?

You can buy shares in unlisted companies in several ways. The Best place to buy unlisted shares in India is the following:

Pre IPO companies 

You can invest in pre-IPO companies intent to list in the future. These companies have high growth potential, and you can capitalize on that by investing in them early. The shares will get credited directly to your Demat account without any involvement of the stock exchange. However, you will need to select a trusted intermediary to help you invest in these shares successfully.

Startups

Today the Indian startup sector is one of the most agile sectors with significant investment potential. You can invest in startups with the potential for multifold growth. For most startups, the minimum investment amount is Rs 50,000, and you will get the shares credited to your Demat account directly.

Buying ESOPs from employees 

ESOPs are company shares offered to employees at a special price. Some brokers help you connect with company employees who want to sell their ESOPs.  

Buying directly from promoters 

Suppose you want to buy a significant stake in an unlisted company. In that case, you can approach an investment bank, wealth manager, or a trusted broker who can help you buy directly from the company’s promoters through private placement.

Invest in PMS and AIF schemes with exposure to unlisted companies 

PMS or Portfolio Management Systems are professionally managed investment portfolios. In this, the portfolio manager dynamically changes the weight and constitution of the portfolio based on the market trends to maximize the investors’ net returns. You can reap the benefits of investing in unlisted shares in India through PMS schemes that pick up unlisted shares as part of the investment strategy. This is much safer than direct purchase because:

  1. You can diversify the risk across the constituents of the portfolio.
  2. The portfolio manager dynamically removes and adds stocks based on their performance.

While investing in unlisted shares can be quite beneficial, such investments also come with a great deal of risk. The associated risks are:

  • Illiquidity
  • Loss of capital 
  • May not pay dividends
  • Risk of dilution

Therefore, make your investment decisions wisely and consult an experienced and trusted wealth manager before learning how to buy unlisted shares in India.

After reading the article, we hope you clearly know how to invest in unlisted shares. So, keep your opportunities open, venture beyond the scope of limited stocks, and unlock the potential with unlisted shares. Invest in unlisted shares with Angel One. Now get a Demat account in minutes with an online application. 

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