Welcome to the fascinating world of unlisted shares – a unique financial instrument not listed on stock exchanges, offering intriguing investment opportunities through various means. You can explore investing in pre-IPO companies, diving into PMS or AIF schemes, or even buying directly from promoters or employees. But wait, there’s a catch – be mindful of the risks, like limited liquidity and transparency in valuations. Don’t worry though, expert brokers and dealers are here to guide you towards informed decisions.

Now, while there may not be an official playbook for buying unlisted shares, fret not! We’ve got some standard steps that will pave your way to investing in this exciting realm:

Step 1: Empower Yourself with Research

Knowledge is power! Before diving in, do your thorough research. Unlisted shares can be less liquid and riskier than their listed counterparts. So, understanding the risks involved is paramount.

Step 2: Handpick the Right Company

Remember, not all unlisted companies are cut from the same cloth. Delve into the research again and identify a company with great growth potential and strong management.

Step 3: Embrace the Power of Demat Account

Got a Demat account? Excellent! If not, no worries – opening one is a breeze. Any broker, organisation or NSDL or CDSL can help you with that.

Step 4: Complete KYC – It’s Mandatory!

The Know Your Customer (KYC) process is essential. Ensure you provide all the required identification documents and proof of address to your broker or DP.

Step 5: Place Your Order

Once you’ve found the right company and broker, place that order! Share all relevant details, like the company name, number of shares, and any other required info.

Step 6: Transfer Funds

For the magic to happen, transfer the required funds to your trading account. Double-check you’ve got enough to cover the shares’ cost and any fees.

Step 7: Let the Trade Begin

Your broker will now execute the trade on your behalf, checking the availability of shares. Your shares will be safely credited to your Demat account.

Well there is a Great news! You can now confirm your booking for Unlisted Shares/Pre-IPO Shares with Bharat Invest at an incredible trading price!

To make the process smooth, here’s what you need to do:

1. Provide us with your Client Master Report (if available) and don’t forget your PAN Card and Cancelled Cheque if you’re not transferring funds from your bank account mentioned in the CMR Copy. These documents are essential for KYC compliance, as required by SEBI regulations.

2. We’ll share the bank details with you for the payment transfer. Simply use RTGS/NEFT/IMPS CHEQUE TRANSFER for the payment – and remember, no cash deposit, please!

3. It’s important to use the same account from which you want the shares to be credited for making the payment.

4. Exciting news! If you complete the payment before 2 pm, we’ll transfer the shares to your account within 24 hours!

But hold on, we have an important note for you: Keep in mind that there’s a lock-in period of 6 months after listing for selling the Unlisted Shares/Pre-IPO Shares . So, if you’re buying in the Pre-IPO phase, you won’t be able to sell them for 6 months after their listing date. But hey, patience pays off, and after that period, you can sell them as you wish!

Let’s get you started on this incredible investment journey!

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