How Precize Elevates Your Investment Experience in Private Markets

What Are Unlisted Shares?

Unlisted shares, often referred to as pre-IPO shares, are stocks from companies not yet publicly traded on established stock exchanges like the NSE or BSE. Traditionally, individual investors have been unaware of opportunities to invest in such companies, but the investment landscape is evolving. Today, high-net-worth individuals (HNIs) and prominent figures are increasingly adding unlisted shares to their portfolios as part of their diversification strategy. For example, several high-profile personalities, including cricketers Rahul Dravid and Zaheer Khan, tennis player Rohan Bopanna, filmmaker Karan Johar, and actor Ashish Chowdhry, have incorporated unlisted shares into their investment portfolios as part of their diversification strategy. This reflects the growing interest in this asset class.

Investment Opportunities in the Unlisted Market

The unlisted market presents two main avenues for investors:

1. Profiting from IPO Successes

Investing in unlisted shares can be highly rewarding when companies transition to the public market. Typically, when a private company goes public, its valuation rises, leading to substantial gains for early investors. For instance:

• Tata Technologies: Rose by 156%, from ₹469 in 2022 to ₹1,200 in 2023.

• Waaree Energies: Saw a 311% increase, moving from ₹620 in 2023 to ₹2,550 in 2024.

These examples demonstrate the potential for high returns when unlisted companies eventually go public.

2. Growth-Stage Investments

Many unlisted companies are priced lower than their potential, which can make them attractive for early-stage investments. As these companies grow, their valuations rise, providing investors with the opportunity to benefit. Notable growth stories include:

• NSE: NSE unlisted share price grew 256%, from ₹1,700 in January 2021 to ₹6,049 in August 2024.

• Orbis Financials: Surged 523%, from ₹65 in February 2022 to ₹405 in September 2024.

• HDB Financial Services: Increased 107%, from ₹630 in September 2022 to ₹1,304 in November 2024.

These success stories highlight the growth potential in the unlisted market. However, it's important to note that not all companies experience similar appreciation, and the examples mentioned above do not guarantee future performance. Past success does not necessarily predict future results.

Where to Buy Unlisted Shares?

Unlisted shares can be bought through a variety of channels such as intermediaries, ESOPs, company promoters, and specialized platforms. Here Precize stands out as a key facilitator, offering a streamlined, user-friendly experience for both experienced and new investors looking to engage with the unlisted market. Precize provides access to over 150 private companies, allowing investors to choose from emerging startups like Boat to more established players like Tata Capital. The platform allows investments with a minimum amount of ₹10,000, making it accessible to a wide range of investors.

What Precize Offers to Investors

Precize is designed to empower investors by offering:

• Access to Private Markets: Whether you're a retail investor or an institution, Precize makes it easy to participate in private investments.

• In-Depth Research Reports: Detailed analyses covering financials like balance sheets, cash flow statements, income statements, and more, to provide insights into a company’s growth potential.

• Unlisted Shares Price List: Track the past performance of unlisted companies with price histories.

• Regular Market Updates: Stay informed with the latest news about pre-IPO shares and market trends.

• Hassle-Free Investment Process: Enjoy a smooth, streamlined investment process that takes the complexity out of private market investing.

Steps to Invest in Unlisted and Pre-IPO Shares with Precize

Investing in unlisted shares is made simple through Precize, which equips investors with the tools they need to make informed decisions. Here's how to get started:

1. Choose the Company You Want to Invest In

Precize offers a curated list of over 150 private companies, ranging from early-stage startups to established firms. You can explore these options and select companies that align with your investment goals.

2. Fund Your Precize Account

Once you've chosen a company, add funds to your Precize account through UPI or bank transfer. 

3. Place Your Order

Once your funds are in place, simply confirm your investment and place the order. Your shares will be transferred to your depository account within 24-48 business hours.

Conclusion

Unlisted or pre-IPO shares offer a distinct opportunity for investors to diversify their portfolios and tap into high-growth potential. While these investments come with certain risks, careful research and thoughtful decision-making can help investors gain significant returns.With Precize, investors gain access to comprehensive research resources that streamline the decision-making process, enabling them to make informed choices and approach promising opportunities with confidence.

Disclaimer: Please be aware that investing in unlisted shares involves inherent risks, and not all companies may experience a successful IPO or price appreciation. Outcomes are influenced by the company's performance and market conditions. The companies mentioned are for informational purposes only and do not constitute investment advice. We are not responsible for any investment decisions made using this information. Always conduct thorough research before making any investment.