Equity shares that are not traded on secondary market i.e. stock exchange are been identified as Unlisted Equity Shares or Unlisted Stocks. Buying & Selling of Unlisted Equity Shares is done between two interested parties exchanging the shares from one demat to other through off market trade.
India has just started to unlock its growth story. There are many Indian companies that are unlisted but have enormous potential. The improvement in tech facilities, ease of doing business, and financial resources have revolutionized the way New India functions and in the process created a lot of companies that have great potential. A lot of such companies are unlisted and our research team researches and studies all these companies and choose only the best ones to invest in.
Potential for Higher Returns: Unlisted shares often represent early-stage or privately held companies with significant growth potential. Investing in these shares can offer the opportunity for substantial returns if the company succeeds and eventually goes public or gets acquired at a higher valuation.
Access to Promising Startups: Unlisted shares provide investors with access to innovative startups and high-growth companies that may not be available in the public markets.
Diversification: Including unlisted shares in a portfolio can enhance diversification by adding exposure to assets that are not correlated with publicly traded stocks or other traditional investments.
Potential for Investor Influence: Investors in unlisted shares, especially venture capitalists and angel investors, may have the opportunity to actively participate in the strategic direction and decision-making of the company. This level of involvement can potentially add value and contribute to the company’s success.
Ashutosh Financial Services is a 25+ years old company that has been assisting individuals and companies in various aspects like Investment, Insurance, Income Tax Planning, etc. At Ashutosh Financial Services we always put the investors’ interests first and do our best to ensure that investors’ objectives are achieved in a timely manner. We strive to make every Indian financially literate and independent.
We at Ashutosh Financial Services put maximum importance on understanding your Investment objectives and creating a customized investment plan to ensure the complete achievement of your investment goals. We pride ourselves to be the best goal-based planners. Post Investment, we keep regular track of all your investments to ensure the complete achievement of your investment objectives.
Through our years of experience, we at Ashutosh Financial Services have created a process through which we aim to provide you with the best investment-related services and ensure that you have a hassle-free experience. We have a team of well-qualified and experienced members that are more than enough capable to assist you regarding all your investment matters.
Preliminary Discussion
We would in our first meeting explain you all about the unlisted shares. We explain you all the risks and benefits involved while investing in unlisted shares. We also discuss the tax implications of investing in Unlisted Shares.
Research & Analysis
We, at Ashutosh Financial Services, take immense pride in being one of the very few companies in this field to have our own Research & Analysis Department. Once you have been informed about the unlisted shares, our research team based on the time of investment determines the best-unlisted shares that you should invest in to achieve your goals.
Investment Process
Once you have approved the suggested unlisted shares, we will begin the investment process. You will have to pay the agreed amount for the unlisted shares via a cheque or net banking & once the payment is received it will take around 3 days for the shares to reflect in your demat account. All unlisted shares will be credited to your demat account only.
After Investment Service
Once the investment is done, you will be provided with a dedicated Relationship Manager. All your queries will be solved will be solved by the relationship manager. Apart from this we also take a periodical review of your investments. If any change is needed, you will be contacted along with the suggestions.
The tax implications of unlisted shares are different from listed shares. The applicability of capital tax would depend on whether the unlisted shares were held for short term or long term. If unlisted shares are held for less than 24 months then those shares would attract short-term capital gain tax. Short-term capital gains are taxed as per the investor’s income slab.
If the unlisted shares are held for more than 24 months then those shares would attract long-term capital gain tax. Long-term capital tax is levied at 20% with the benefit of indexation. It is very important to know and comply with the taxation of unlisted shares in India.
Our aim is to become your one-stop solution for your financial needs. Through our expert and qualified team, we try to give you the best advice regarding your investments. We also keep ourselves updated with all the activities happening in the world of finance. We aim to provide you with quality & unbiased services to secure your goals and future needs. We at Ashutosh Financial Services, are committed to continuously providing financial services to our investors to the best of our ability.
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