Diving into Pre IPO Markets: Strategies for Success

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 term.

How to Invest?

Step 1

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Pick Your Investment

Step 2

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Define Yourself

Step 3

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Make The Payment

Step 4

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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 Exchange2008062.51069545
Ratnakar Bank(RBL)602253.5301288
ICICI Lombard4006611.56801370
HDFC Standard Life2102901.5344635
Avenue Supermarts Ltd(D-Mart)2803001.56161875
ICICI Prudential Life Insurance1303342.5310512
Central Deository Services Ltd(CDSL India)601492261226
AU Small Finance Bank1753581.5597689

FAQ's

ABOUT INVESTMENT

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.

Yes

Money needs to be transferred in the Planify account.

LT+2 days excluding weekends or any public holidays.

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.

For Resident Individuals – Ticket size starts from 25,000 Rs. For NRI, ticket size starts from 1,00,000 Rs.

No, we do not charge any service fees for Pre-IPO investments. At Planify, we believe in transparency and ensuring that our investors can access these exciting opportunities without any additional costs. Our Pre-IPO services provide you with a seamless experience, expert guidance, and the chance to invest in promising companies before they go public.

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.

Preferential allotment of Pre IPO.

ABOUT 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%.

It is absolutely legal.

LLC investment option is available for Resident Individuals. For NRI, LLC is not available as per Indian stock exchange regulations.

T+2 days excluding weekends or any public holidays.

No. Investor can sell the shares at free will.

Yes. As mentioned above, we provide model portfolio for investors in order to help them choose a right portfolio.

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.

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.

One can hold the stock for as long as he desire. There is no expiry date.

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.

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.

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.

We regularly track the market. There are multiple factors on which company is evaluated before we recommend the stock to any investor for investing.

Absolutely. As a share holder, you are entitled to all the rights.

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