What Are Unlisted Investments?
“Unlisted investments”, also termed as unquoted investments allow investors to invest into shares of companies or assets that are not traded on the open market.
On the other hand, “unlisted equity shares” are types of shares which are not listed on the formal BSE/ NSE stock exchange and thereby not traded publicly. Shares of such companies are traded over the counter OTC, thus, they are also referred to as OTC securities.
Invest In Equity That Can Multiply Swiftly!
Unlisted Equity Shares
Delisted Shares
ESOP Shares
Pre-IPO shares
Pick one of the top unlisted investments which have been leaders in their respective market domains. Trade unlisted equity shares with a degree of accessibility that is akin to listed stocks.
Why Should You Invest In Unlisted Investments?
“Unlisted investments”, also termed as unquoted investments allow investors to invest in shares of companies or assets that are not traded on the open market.
Companies offering unlisted equity shares often enjoy a healthy growth rate and have industry-leading prospects. The unlisted stock exchange shares at the pre-IPO stage provide an excellent investment opportunity for investors. Investors can reap the benefits of their investments as the company grows manifolds. Often returns from unlisted equity beats listed equity’s returns. Equity that comes under the unlisted stock exchange domain provides an investor the opportunity to invest in growth companies for long-term wealth creation.
Unlisted Investment Deals
Expertise And Insights
Achieving targeted returns during heightened volatility and slower economic growth becomes difficult – this is where Swyom capital comes to provide help and assistance.
Research and insights from experts at Swyom capital help investor navigate complex call, identify best investment deals, mitigate risk, and make informed decisions in the long term.
Analysts at Swyom capital conduct in-depth research and explore opportunities in the unlisted stock exchange domain.
What Is The Process To Invest In Unlisted Investments?
For esteemed clients and long-standing investors, our handpicked team of market analysts conduct rigorous research, and careful curation, and provides strategic suggestions regarding investment opportunities in companies with reasonable valuations which are on the verge of an Initial Public offering resulting in massive value unlocking.
For ESOP shareholders and active investors, our handpicked team of experts provide well-structured relevant investment assistance. We help them liquidate their holdings (shares) and construct a thriving platform where buyers and sellers get the best deal at the best price.
At Swyom Capital, our offerings are backed by in-depth thorough research and sound capital allocation theory, with a predetermined time-bound exit strategy.
Invest In the Limitless Potential of India’s Leading Private Growth Companies
Swyom Capital’s objective is to lower the entry barrier to private unlisted investments and provide exclusive access to private unlisted equity markets to a wide range of institutional investors.
Why Choose Swyom Capital
For Your Unlisted Investments?
Real-time Implementation
At Swyom Capital, you get best-in-class execution speed. From Notes to deal execution to transfer of funds and shares, every single process is executed in an organized manner and the shortest period.
Get Right Price
Expert associates at Swyom capital provide best-in-class assistance and handhold clients through every step of the process. Additionally, we simply process to suit clients' needs.
Assistance
Expert associates at Swyom capital provide best in class assistance and hand hold clients through every step of the process. Additionally, we simply process to suits clients need.
Trust
Swyom Capital is one of the most trusted wealth management brands in India. We are features in top media outlets.
Data And Analytics
Analysts at Swyom capital adapt to the everchanging market demands, browse through numerous bad-to-good investment opportunities and find one that is backed by research – based on fundamental analysis.
No Hidden Charges
At Swyom Capital, transparency is one of our core values. In case of asset sale or purchase transactions, we don’t implicitly impose hidden fees and no hidden service charges to clients.
Premium Support
Experts at Swyom Capital are always here for you. We are here to help your get the most out of our services.
FAQ’s
Unlisted investments/equity shares are securities (financial instruments) that are not yet listed on the public stock exchange, such as BSE or NSE. For instance, Chennai Super Kings Cricket Ltd, HDFC Securities Ltd, and Hexaware Technologies Ltd offer unlisted investment opportunities. When compared to listed shares, unlisted share offers limited liquidity. The unlisted equity shares are issued and traded based on stable valuations. If your unlisted investments get listed on the public market, then your probability of achieving multi-fold returns from your holdings amplifies as well.
The taxes implied on your Pre-IPO/ unlisted equity investments depending on the holding’s timeline. If you hold your unlisted equity share for more than two years, then it will be termed as long-term capital assets, or else your unlisted equity shares will be termed as short-term capital assets. The unlisted investments categorized under long-term capital gain (LTCG) are taxable at 20% of LTCG and provided with indexation benefits. On the other hand, unlisted equity shares categorized under short-term capital gain are taxed following the slab rate applicable to the respective investors.
The lock-in period for unlisted equity shares depends on numerous factors. The unlisted investments have no stringent restrictions on sales or transfer of shares held in Demat accounts before IPO. However, if the respective company applies for IPO and gets itself listed on the public market, then according to SEBI, all your Pre-IPO unlisted equity shares have a lock-in period of 06 months (1 year before August 2021) from the date of listing. After IPO, you will find your unlisted investments in your Demat account as shares under lock-in.
Both enterprises and individuals holding unlisted equity shares can trade them over-the-counter markets instead of the formal stock exchange. Existing shareholders of the unlisted company, such as employees, ex-employees, CEO, promoters, and private equity investors, can sell unlisted equity shares. Market makers, also known as unlisted investment dealers, facilitate the purchase and sale of unlisted securities on the OTC market.
NRI (Non-Resident Indians) are allowed to purchase unlisted investments in India. But, before investing in unlisted equity shares, NRI needs to follow (comply) with Foreign Exchange Management Act (FEMA) guidelines. NRI can purchase unlisted equity shares on a repatriable basis but mandatorily requires reporting to the Reserve Bank of India. For more information, don’t hesitate to get in touch with our experts.