RATING

RECOMMENDATION

Strong Buy

  • ROFR Required
  • Available in Depository:

  • NSDL

  • CDSL

  • Available for Investment:

  • Primary

  • Secondary

RATING

RECOMMENDATION

Strong Buy

Business Type

Startup - Growth Phase

RATING

RECOMMENDATION

Strong Buy

Business Type

Startup - Growth Phase

Planify is a startup company that is focused to build India's first Marketplace in the Private Equity Market.
Get the complete analysis on Planify Unlisted shares - Management, Business Model, Financials, Growth, Valuations, Funding Rounds, News and on a daily basis updated Planify Share Price.

ISIN

INE0JDX01025

Face Value

₹1.00

Total Share

8,32,50,000

Total Income

₹2,097.76 L

Profit After Tax

₹1,010.21 L

Promoter Holding

97.33 %

EPS

₹2.42

P/E

40.08

P/B

132.01

Market Capitalisation

₹807.52 Cr

Enterprise Value

₹806.95 Cr

Book Value

₹0.73

Intrinsic Value

₹90.68

Earnings Yield

2.49 %

Sector

Financials

Sub-sector

Investment Banking

Category

Start up Funding

Planify Growth

Compounded Sales Growth

  • 1152.48%

    1 Year

  • 673.90%

    2 Year

  • 989.20%

    3 Year

Pro Only

Compounded Profit Growth

  • 3086.43%

    1 Year

  • 1707.82%

    2 Year

  • NA

    3 Year

Pro Only

Return On Equity

  • 190.02%

    2022

  • 118.07%

    2021

  • 64.34%

    2020

Pro Only

About Planify

  • Planify is a fintech startup that is focused to build India's first Marketplace for Private Equity. It offers pre-IPO equities, portfolio management services, a fund-raising platform which includes start-up business valuation, research report database, secondary share sales, and a platform for selling ESOPs and businesses, among other things. 
  • It helps startups and entrepreneurs for fundraising by providing seed funding, start-up funding, and growth funding through accredited investors. It offers pre-IPO, Upcoming IPO & private equity through secondary share sales. It helps employees unlock their net worth by liquidating ESOP of employees, pool of employees, or startup ESOP sale program. It offers to sell the startup and business to help founders make an exit and pass the baton to the new founders.
  • Majorly Planify deals with Retail investors, dealers, channel partners and startups for its services.
  • Planify was incorporated on 19th November'18, in Gurugram.

  • Planify IPO Details

Planify Capital Limited is not a listed company and there is no update for Upcoming IPO

  • Planify Subsidiaries

Franchisees of Planify

  • In June 2019, the company established its 1st franchisee in Gorakhpur, Uttar Pradesh.
  • In August 2020, the company established its 2nd franchisee in Udaipur, Rajasthan.
  • In February 2022, the company established its 3rd franchisee in Pitampura, Delhi. 

Planify Business Model

  • Planify provide Pre IPO shares, upcoming IPO, delisted shares, shares not traded on exchange and private equity shares at best price to investors to make the exchange of hands in the private equity market simple and gain amazing profits.
  • It helps companies in raising funds, selling their businesses and also helps employees in selling their ESOPs, with the help of vast network of its investors.
  • Planify Revenue Segmentation

  • Sale of Unlisted Shares
  • Other Income
  • Planify Product & Services

Services

  • Selling Unlisted Stocks
  • Seed Funding 
  • Startup Funding
  • Growth Funding
  • Selling Startups
  • Selling ESOPs


  • Planify Assets

  • As of Mar'2022, the company has laptop as fixed asset of worth Rs.2.06 Lakhs.
  • Planify Industry Overview

Industry Statistics

Planify is a Fintech startup. It engages in the sale of secondary shares and also supports firms in raising cash by assisting them in determining the fair value of the company by pitching it to its investor base. These two operations create the majority of the company's income.
Fintech refers to the incorporation of technology into financial services organisations' offerings in order to improve their use and delivery to customers. According to BFSI, India is one of the world's fastest growing Fintech markets. Over the last five years, more than 67 percent of India's 2,100+ FinTechs have been founded. Money availability, the emergence of technology, favourable demographics, government aid, and other variables are all essential contributors in this growth, with the quick rate of digital revolutions being one of the fundamental drivers. The institutionalisation of assets is one of the key drivers of this remarkable rise in fintech.

Secondary Unlisted Shares Sale

  • Unlisted shares/stocks are those that are not listed on conventional stock exchanges. Unlisted shares are riskier than listed shares since their liquidity is limited because they are not listed. They are less transparent, but their valuations are more solid.
  • Unlisted shares are traded over-the-counter (OTC), which means that buyers and sellers trade the instruments directly without the need of intermediaries. Unlisted shares have been the subject of debate regarding their official classification as an asset class. However, the bulk of wealth management businesses and banks have quickly adopted it, putting all concerns to rest.
  • The unlisted stock market is a "safer" investment option than the listed market since it attracts primarily long-term investors, rather than traders. This is due to the inherent qualities of the market, which are movement, growth, and regulation. As a result, it shields this market from large-scale panic selling.

Fund Raising

  • The Indian Private Equity (PE)/Venture Capital (VC) industry entered the mainstream between 2011 and 2020. During this decade, PE/VC investments expanded at a 19% CAGR, with the total value of PE/VC investments reaching $232.4 billion.
  • Dedicated PE/VC fundraising in India was on the rise until 2019. Fundraising, however, slowed for two years as a result of the pandemic (2020-2021). This trend appears to be reversing, with US$3 billion fundraise in January 2022.
  • Investments done by PE/VCs in January'22 totaled US$4.5 Bn, which shows a 2.8-fold increase from US$1.6 Bn investments done in January'21 and the number of transactions took place in January'22 was 117, which increased by 43% from January'21 (82 transactions)
  • In January'22, start-up investments in India accounted for 68 percent of all PE/VC investments, with a total value of US$3.1 billion across 85 transactions (compared to US$700 million across 57 transactions in January'21). 
  • Over the last five years, India has raised $44.6 billion in allotted funds. However, due to the pandemic, fundraising halted for two years (2020-21). This trend looks to be reversing, with $3 billion raised in January 2022.
  • Planify's curation arose from a desire to offer cutting-edge technology to the $42 billion fundraising business and the $77 billion unorganised private equity market. This young company aspires to capture the largest market possible by offering a solution that has never been seen in India before. The goal is to become India's go-to destination for entrepreneurship and startups.

Future Prospects

  • India is expected to be the fourth largest private wealth market globally by 2028.
  • Indian stock broking industry is expected to clock a healthy growth on an aggregate basis, small-and-mid-sized brokerage companies are expected to face greater operational and funding challenges, which could have a bearing on their performance in terms of growth and profitability.
  • Low-cost trading, deeper penetration of smartphones, faster internet, and simplification of trading applications will make it possible for an increasing percentage of people across age groups to trade with ease. 
  • We expect India’s FDI friendly policies will continue to attract investments in the private market space. India is well positioned to benefit from the abundance of young population & talent, a trusted regulatory environment with strong governance & market infrastructure, attractive returns and a vibrant investor community.
  • Significant reasons to invest in unlisted market to gain good future prospects include: Unlisted Shares provide effective avenues of diversification, they offer stability in terms of long-term returns, their Lucrative post-IPO returns, near real-time portfolio liquidity. All this and more are giving long-term investors enough fodder to break the traditional norms of investing in unlisted stocks with the only objective of seeing them go public. 

Government Initiatives

  • Government has taken several measures to increase investment inflows in Fintech sector. The Pradhan Mantri Jan DhanYojana (PMJDY) has been targeted at increasing financial inclusion in India by helping in new bank account enrollment of beneficiaries for direct benefits transfer and accessibility to a host of financial services applications. This has enabled Fintech startups to build technology products to penetrate the large consumer base in India.
  • In February 2022, the Union Minister for Finance and Corporate Affairs Ms. Nirmala Sitharaman proposed to allocate Rs. 1,00,000 (US$ 13.37 billion) to assist states in overall investments.
  • In August 2021, Prime Minister Mr Narendra Modi stated that investors’ response has been noteworthy for start-ups in India, indicating that the country has substantial growth opportunities in this area. As of FY22 Over 14,000 new start-ups were recognised by the government, and 61,400 start-ups are there in India. India is the 3rd largest start-up ecosystem in the world and shows great potential in the future. This will raise the demand for fund raising as well, and will impact the mediators business positively.

Planify Strengths

  • Planify has become a marketplace for private equity space in India which is predicted to develop dramatically in the next years. As more companies enter the market each year, the demand for financing rises, possibly offering up a slew of new prospects for the organization.
  • The company has entered the fund-raising segment and has already collaborated with a number of companies in this regard.
  • The company has grown at an exponential rate in a relatively short period of time. Its revenue has increased by approximately 907.2% since FY21.

Planify Shortcomings

  • The company doesn't have recognized presence in fundraising segment, while it has many establish peers, so it will be a challenge for the company to compete with them.

Planify Opportunities

  • Planify is entering the start-up and growth company fundraising market, which is expected to grow significantly in the coming years. As more startups enter the market each year, the demand for funds rises, potentially opening up a slew of new opportunities for the company.
  • The private equity market is growing continuously, which gives it a lot of room to grow, also as per reports India is expected to be the fourth largest private wealth market globally by 2028.
  • The company expects to grow its investors in private equity market to 50,000+ by FY2023.

Planify Threats

  • Peers of the company in unlisted market are growing day by day, this may create a threat for the company to remain at one of the top positions in the market.
  • The company has entered in fundraising segment, which is already a established market, so it may become a hard task for them to strengthen their presence there.
  • Currently market sentiment is down, which may affect sale of shares through company.
  • Currently rules and protocols in unlisted market are not defined, but as government will take initiative for the same, business model of the company may get affected.
Planify Rating

  • RECOMMENDATION

    Strong Buy

  • Planify Detail Info

Industry Statistics

PUBLIC LIMITED

Registered In

India

last Updated

02/03/2022

Registered Date

19/11/2018

Planify Ticker

Planify

Reg Office: MiQB, Plot 23, Sector 18, Maruti Industrial Development Area, Gurugram, Haryana 122015

Visit Website

Frequently Ask Questions

Please find below the procedure for buying stock_name_auto Unlisted Shares at Planify.
• 1. You confirm booking of stock_name_auto Unlisted Shares with us at a trading price.
• 2. You provide your client master report (ask the broker if not available) along with PAN Card and Cancelled Cheque in case you are not transferring funds from the bank account as mentioned in the CMR Copy. These are KYC documents required as per SEBI regulations.
• 3. We will provide the bank details.
• 4. You need to transfer funds in that account.
• 5. Payment has to be done in RTGS/NEFT/IMPS CHEQUE TRANSFER. No CASH DEPOSIT.
• 6. Payment has to be done from the same account in which shares are to be credited.
• 7. We will transfer the shares in 24 hours if funds are credited before 2 pm.
Important Note: Please note that the lock-in period for selling stock_name_auto Unlisted Shares is 6 months after listing. Hence you can’t sell stock_name_auto Unlisted Shares which you bought in Pre-IPO for 6 months after its listing. i.e. You can sell it only after 6 months calculated from the listing date.

Please find below the procedure for selling stock_name_auto Unlisted Shares at Planify.
• 1. We will confirm our buying price of stock_name_auto Unlisted Shares.
• 2. We will give you our client master report and you will transfer the stock_name_auto Unlisted Shares to our demat account.
• 3. We will ask for bank details of yours once the stock_name_auto Unlisted Shares are received in our demat account..
• 4. We will transfer the funds in your bank account within 24 hrs of receiving the stock_name_auto Unlisted Shares.
• 5. Payment will be made in RTGS / NEFT / CHEQUE TRANSFER/IMPS. No CASH DEPOSIT.
• 6. Payment will be given in the same account which is linked to demat account or you need to provide the cancelled cheque shows your name to verify. As per SEBI regulations, the transfer of funds in the third party account is not legal and our policy refrain us from doing so.
Note: The price at which we are buying the share is fixed for 3 days. If you cant sell your stock within 3 days, then the price of that day will be applicable when we receive shares in our demat.

Lock-in period of stock_name_auto Unlisted Shares depends upon category of investors.
• 1. Venture Capital Funds or Alternate Investment Fund of Category -I or II, or Foreign Venture Capital Investor - lock-in Period of 6 months from the date of acquisition of stock_name_auto Unlisted Shares.
• 2. Other Investors (include Retail, HNIs or Body Corporate) lock-in Period of 6 months from the date of listing of IPO of stock_name_auto Unlisted Shares.
This new SEBI rule was introduced in the month of August-2021, wherein the SEBI has reduced the lock-in period previously from 1 year to 6 months to encourage more and more funds to be invested in startups which are going to public or IPO in near future. Reduction of lock-in is seen as big step and after that many PMS funds are advising their clients to invest in Pre-IPO shares to get the benefit of early stage investment.

DIS - Delivery Instruction Slip is the way through which an investor can sell or transfer the stock_name_auto Unlisted Shares from his/her demat account to any other demat account. There are two Types of DIS Slip.
1. Offline-DIS - This is an offline mode of transfer of shares wherein the investors needs to fill DIS form and give it to their broker for transferring the shares. Following are the fields which are required to be filled.
• a. ISIN number of stock_name_auto Unlisted Shares.
• b. Name of stock_name_auto Unlisted Shares
• c. Quantity of stock_name_auto Unlisted Shares
• d. Cosideration Amount
• e. Target DP ID and Client ID
• f. Annexure
2. Online DIS - Some of the broker these days gives facility of transferring the stock_name_auto Unlisted Shares via online DIS. So, please check with your broker whether such facility is available or not. For example: Angel Broking proivdes the facility of Online-DIS from its platform. As an investor he/she simply needs to add a beneficiary into it and send the stock_name_auto Unlisted Shares by filling the details similar to Ofline-DIS.

In the last 4-5 years, the unlisted share market has become quite big and as a result of that, the ticket size has reduced from usual 5-10 Lac to 35-50k in today's scenario. Generally via our Planify platform, if somebody wants to buy Unlisted Shares then minimum investment would be 35-50k.To know about the minimum lot size of stock_name_auto, kindly click on this hyperlink - stock_name_auto.

Yes, buying and selling of unlisted shares in India is 100% legal.

If you sell your shares within 2 years, then you will have to pay Short-term Capital gain on unlisted shares. Short-Term Capital Gain is added in your Income. So, as per individual tax slab you need to pay capital gain tax.

If you sell your shares after 2 years, then you will have to pay Long-term Capital gain on unlisted shares LTCG is 20% with indexation benefits.

Taxes will remain the same irrespective of listing of shares, if bought in unlisted market. Actually, to be eligible for taxes as per listed market, one has to pay STT on buying and selling of shares. But, if you buy in unlisted and sell in listed market, one pay STT only on selling so, taxes of listed market will not be applicable.

If you buy stock_name_auto Unlisted Shares from Planify then these shares can checked in two ways. However, before we tell you the process of checking of shares, it is intimated that as per SEBI regulations, the shares can be transferred in demat account only.
Check credit of stock_name_auto Unlisted Shares Instantly?
• 1.You can download the NSDL or CDSL application from google play-store and check. If you want to check whether your stock broker is registered with NSDL or CDSL then check the following procedure.
• By carefully examining the number format of Demat Account we can easily identify whether the stock broker is registered with CDSL or NSDL.
• Demat Account = DP ID + Client ID. (16 Characters )
• "DP ID is the unique identification of the Broker. Every broker gets a unique number from CDSL or NSDL.By carefully examining the number format of Demat Account we can easily identify whether the stock broker is registered with CDSL or NSDL.
• Client ID is the unique identification of the Client. Every client gets this unique number which represents his/her portfolio.
• In CDSL, all these characters are numbers (1234567891234567) first 8 digits are DP ID and next 8 digits are Client Id whereas in NSDL the first two characters are letters which are in accordance with the country that you are from (IN12345678912345), then 6 unique digits for Broker and next 8 digits are client ID.
• Example:
• CDSL = 12345678(DP ID) and 91234567(Client ID).
• NSDL = IN123456 (DP ID) and 78912345(Client ID).
• Check in brokers application?
• Credit of stock_name_auto Unlisted Shares can be checked in brokers application as well but it takes T+2 days to show the shares.

The stock_name_auto Unlisted Shares are credited in demat account same day of transferring funds in our company's bank account.

The price of stock_name_auto Unlisted Shares can be checked in two ways. First, you can join our telegram channel where on daily basis we share the latest prices of all the unlisted shares in the morning and secondly, you can register on Planify.live platform to see the historical graphs and prices of all the shares at one place.

If you see the thesis of investment in the unlisted shares then it is being done mainly to take the advantage of IPO market. And, if the IPO plans of company get delayed due to market conditions or any other reason then demand suddenly drops in the market. The unlisted market works mainly on demand and supply and if there is no IPO news then getting exit would be difficult.

"Planify is India's fastest and leading marketplace to buy and sell unlisted shares. In the last 3 years, we have already served more than 1 million users on the platform. The total transactions value done from the platform is already more than 100 Crores. The name of our Co-founders Mr. Umesh Paliwal and Dinesh Gupta publish regularly in leading newspapers like MoneyControl, Business-Standard, ET etc for their views on IPO and Unlisted market. In the last 3 years, Planify has made a good name for itself in the industry and gained a trust of their users. So, the new investors should not be worried about any kind of fraud that is mostly happens with unkown brokers in the market while doing investment with Planify."

We at Planify do the valuation based on 2 methods.
• 1. We check the last funding that is being done in the stock_name_auto Unlisted Shares to ascertain the benchmark valuation.
• 2. If there is no funding happened in the company, then we try to find a business similar to stock_name_auto Unlisted Shares in the listed space and do comparison method to ascertain the valuation.
As an investor in the unlisted space, we would always recommend that you must check all the risk parameter carefully before investing in the unlisted space.

We source shares either from the employees or initial investors looking to liquidate their stock_name_auto Unlisted Shares.

Pre-IPO shares means which are planning for an IPO in near future. So, all the shares which are traded on the platform are not Pre-IPO Shares. However, if the company's business is going good and then demand will always be there in the unlisted space, so even if the IPO does not come, the investors can easily liquidate their stock_name_auto Unlisted Shares in the unlisted market itself.

Rules and regulations of SEBI are applicable in the Unlisted space like lock-in period of 6 months, paying of Stamp Duty, and DP Charges for every transaction etc. However, to become an unlisted broker there is no such regulation by SEBI as of yet.

For tracking news and other information about stock_name_auto Unlisted Shares, one can visit our website wherein we post news and other information on daily basis and one can also join our telegram channel.

Fundamental & Comparative valuation models and the forces of demand and supply in the market for unlisted shares dictate the price. These prices are based on our estimates and transaction history of stock_name_auto Ltd unlisted share.

We can generally arrange lot sizes starting with an investment of INR 20,000. To confirm the lot sizes of stock_name_auto Ltd unlisted shares with us.

The financials of stock_name_auto Ltd which includes the P/L of stock_name_auto Ltd and the Balance Sheet of stock_name_auto Ltd is in the financials section.

The annual report of stock_name_auto Ltd is available in the annual report section.