What is Pre IPO?
Pre IPO is product by Planify which brings "Private Equity for Retail investors". One can invest in companies before it get listed on stock market.
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Why invest in Pre IPO?
When was the last time you have invested money in a good IPO and get shares worth more than 50,000 Rs. Probably one needs to run the time back to get an answer.
Low Allotments
Good IPO in India do get oversubscribed by 30x-50x. Retail investor hardly get shares before listing. Post listing, pricing are generally get overvalued most of the times.
Invest in Growth
As more and more companies choose to stay private longer, Retail miss on ultra growth stage of a company. Valuations of private companies rise multi-fold before listing. You get to ride the wave.
Big Private Equity
Success for any new startup is measured when they are able to go public. Retail investor can only put a max. of 2 Lac Rs. application whereas they have far more money to invest. Private Equity in India starts at 2 crores. That already a big difference of 2 Lac vs 2 crores.
This is the reason Planify is finding opportunities for Retail investors to invest in companies which are going to hit stock market in short to mid terrm.
How to Invest?
Step 1
Pick Your Investment
Step 2
Define Yourself
Step 3
Make The Payment
Step 4
Share Your DMAT Details
Pre IPO's Done Earlier
| Script Name | Pre IPO Selling Rate | IPO Price Band | Time(in year) | Listing Price | Current Rate |
|---|---|---|---|---|---|
| Bombay Stock Exchange | 200 | 806 | 2.5 | 1069 | 545 |
| Ratnakar Bank(RBL) | 60 | 225 | 3.5 | 301 | 288 |
| ICICI Lombard | 400 | 661 | 1.5 | 680 | 1370 |
| HDFC Standard Life | 210 | 290 | 1.5 | 344 | 635 |
| Avenue Supermarts Ltd(D-Mart) | 280 | 300 | 1.5 | 616 | 1875 |
| ICICI Prudential Life Insurance | 130 | 334 | 2.5 | 310 | 512 |
| Central Deository Services Ltd(CDSL India) | 60 | 149 | 2 | 261 | 226 |
| AU Small Finance Bank | 175 | 358 | 1.5 | 597 | 689 |
FAQ's
ABOUT INVESTMENT
HOW CAN I INVEST?
There is zero charges incurred from the selling Party. We add a top up fees on the selling price and give it to investors for investment.
DO I NEED A DMAT ACCOUNT?
Yes
HOW DO I NEED TO SEND MONEY?
Money needs to be transferred in the Planify account.
WHEN WOULD THE STOCKS BE REFLECTED IN MY ACCOUNT?
LT+2 days excluding weekends or any public holidays.
IS THERE A WAY TO PROTECT OUR INVESTMENT?
We advise people to not put all the money in a single stock and manage the risk by diversifying the portfolio. We provide model portfolios to help an investor pick the right stocks with the right quantity.
WHAT IS THE MINIMUM AMOUNT TO INVEST?
For Resident Individuals – Ticket size starts from 25,000 Rs. For NRI, ticket size starts from 1,00,000 Rs.
WHAT IS THERE ANY SERVICE CHARGES?
We advise people to not put all the money in a single stock and manage the risk by diversifying the portfolio. We provide model portfolios to help an investor pick the right stocks with the right quantity.
WHAT IS THE USUAL TIME FRAME FOR EXIT?
There is no lock in period in case of offline trading. There is 1 year lock in period post the stock gets listed in case investor wants to sell on the exchange. We help investors in selling their shares offline if they want to exit.
WHICH KIND OF ALLOTMENTS WE PROVIDE?
Preferential allotment of Pre IPO.
ABOUT TAX IMPLICATIONS
WHAT ARE THE TAX IMPLICATIONS?
Tax implications are standard to any country tax standards. In India, for less than an year, capital gain is taxed at 15% and long term (> 1 year) at 20%.
IS IT LEGAL?
It is absolutely legal.
CAN WE FORM A LLC TO INVEST?
LLC investment option is available for Resident Individuals. For NRI, LLC is not available as per Indian stock exchange regulations.
IS THERE A LOCK IN PERIOD?
T+2 days excluding weekends or any public holidays.
IS THERE A WAY TO PROTECT OUR INVESTMENT?
No. Investor can sell the shares at free will.
IS THERE A WAY TO INVEST IN A GROUP OF COMPANIES?
Yes. As mentioned above, we provide model portfolio for investors in order to help them choose a right portfolio.
WHAT FINANCIALS ARE SHARED WITH US BEFORE INVESTMENT?
The process is completely transparent. We would share detailed financial report of the stock in which investor wants to invest in. It would have all fundamental analysis covering balance sheet, P&L, company’s revenue and business model, competitors, and how company wish to utilise the money which it is going to collect through IPO.
IS THERE A WAY TO PROTECT OUR INVESTMENT?
We advise people to not put all the money in a single stock and manage the risk by diversifying the portfolio. We provide model portfolios to help an investor pick the right stocks with the right quantity.
IS THERE ANY EXPIRY DATE TO STOCKS?
One can hold the stock for as long as he desire. There is no expiry date.
CAN I SELL THE STOCKS TO MY FRIENDS IF REQUIRED?
Yes. You can sell the stock to your friends in case of any money requirement. We don’t have any objections. We recommend holding on to stock to make phenomenal returns post stocks gets listed.
WHICH BANK ACCOUNT IS REQUIRED TO INVEST?
You can make the payment using any bank account. For opening a DMAT account, one need to have a NRI-Pins account. Both are equally good.
WHAT IS THE USUAL TIME FRAME FOR EXIT?
There is no lock in period in case of offline trading. There is 1 year lock in period post the stock gets listed in case investor wants to sell on the exchange. We help investors in selling their shares offline if they want to exit.
HOW DO YOU CHOOSE A COMPANY TO INVEST?
We regularly track the market. There are multiple factors on which company is evaluated before we recommend the stock to any investor for investing.
AM I ELIGIBLE FOR DIVIDEND, STOCK SPILTS, BONUS AND X-BONUS ON THE STOCKS?
Absolutely. As a share holder, you are entitled to all the rights.