#Pre – IPO Placements

[archwayhk]

Archway Investments

Archway Investments Limited (CR #0246166) is a member of ICRIS and was originally founded back in 1989. Since then, we have grown tremendously and we now service both institutional and retail clients around the globe.

Our Story and Mission

At Archway Investments, our story is one of passion, expertise and a relentless pursuit of excellence. Founded by a team of seasoned professionals with deep industry knowledge, we set out on a mission to empower investors by offering comprehensive investment solutions tailored to their unique needs. Our unwavering commitment to integrity, transparency and client success has been the cornerstone of our journey.

About Us;

Address: YHC Tower, No.1 Sheung Yuet Road, Kowloon Bay, Hong Kong

Phone: +852 2632 9770

Website: https://archway-hk.com

Business Email: info@archway-hk.com

[delistedshares]

Unlisted Gems: A Guide to Investing in Private Companies

Unlisted stocks, also known as private placements or pre-IPO investments, offer a unique opportunity for investors seeking to capitalize on early-stage growth potential. Unlike publicly traded companies, unlisted stocks are not available for purchase on traditional stock exchanges. This exclusivity can present both significant risks and rewards.  

Investing in unlisted stocks requires a different approach than investing in publicly traded companies. Due to the lack of liquidity in the private market, investors must be prepared to hold their investments for a longer period of time. Additionally, there is often a higher degree of risk associated with unlisted stocks, as these companies may be less established and face greater challenges.  

However, the potential rewards of investing in unlisted stocks can be substantial. If a private company successfully goes public or is acquired, investors may realize significant returns on their investment. Moreover, unlisted stocks can offer exposure to innovative industries and cutting-edge technologies that may not be represented in the public markets.  

To successfully invest in unlisted stocks, it is essential to conduct thorough due diligence. This involves evaluating the company's management team, business model, financial health, and competitive landscape. It is also important to understand the terms of the investment, including the valuation, ownership structure, and exit strategy.  

Investing in unlisted stocks is not suitable for all investors. It requires a high tolerance for risk and a long-term investment horizon. However, for those who are willing to take on these risks, unlisted stocks can offer the potential for significant returns.

[news-today-florial-blog]

Arkade Developers IPO Opens: Key Details and Market Sentiment

The highly anticipated initial public offering (IPO) of Mumbai-based real estate company, Arkade Developers Ltd., is set to open for subscription on Today, September 16, and will close on September 19. The IPO has already generated buzz in the gray market, where it is trading at a 62.5% premium or ₹80 above the upper limit of the price band. Strong Pre-IPO Support Prior to the IPO's launch, Arkade Developers secured ₹122.40 crore from anchor investors. The allocation was made to nine key players, including Societe Generale, Intuitive Alpha Investment Fund PCC- Cell 1, Saint Capital Fund, and Vision Value Fund. Analyst Recommendations: Positive Outlook Most analysts have given the Arkade Developers IPO a "Subscribe" rating, citing its reasonable valuation compared to industry peers. Marwadi Financial Services: Strong Buy Marwadi Financial Services recommends subscribing to this IPO, as the company is a well-established player in Maharashtra's Mumbai Metropolitan Region (MMR), with a competitive pricing strategy compared to its rivals. SBI Securities: Attractive Investment SBI Securities has also issued a "Subscribe" rating, noting Arkade Developers' strong performance track record, healthy market share in key micro-markets, and potential for growth in MMR’s real estate sector. They recommend the IPO for both short-term listing gains and long-term investment potential. Choice Broking: Hold for Long-Term Gains Choice Broking highlights Arkade’s near debt-free status and strong project delivery timelines. They recommend holding onto the stock for long-term sustainable growth. Arkade Developers IPO Details The IPO price band has been set between ₹121 and ₹128 per share. Investors can place bids in lots of 110 shares or multiples thereof. At the upper price band, Arkade Developers will have a post-listing market capitalization of ₹2,376 crore, and the company aims to raise ₹410 crore through this offering. Allocation Breakdown The IPO consists of a fresh issue of equity shares worth ₹410 crore, without any offer for sale (OFS) component. The company has already raised ₹20 crore in a pre-IPO placement round. The issue is structured as follows: - 50% (₹204 crore) is reserved for qualified institutional bidders (QIB). - 15% (₹61 crore) is allocated for non-institutional investors. - 35% (₹143 crore) is reserved for retail investors. Use of Proceeds The funds raised from the IPO will be used for ongoing projects, future real estate acquisitions, and general corporate purposes. Arkade Developers: A Growing Real Estate Force Arkade Developers has been growing rapidly in the Mumbai real estate market. As of July 31, 2023, the company has developed 1.80 million square feet of residential properties, including joint ventures. Between 2017 and Q1 2023, Arkade launched 1,040 residential units and sold 792 units in the MMR area. Financial Performance Arkade Developers reported revenues of ₹224 crore in 2023, ₹237 crore in 2022, and ₹113 crore in 2021, reflecting consistent growth in recent years. Key Dates - IPO Opening Date: September 16, 2024 - IPO Closing Date: September 19, 2024 - Allotment Finalization: September 20, 2024 - Listing Date: September 24, 2024 (on BSE and NSE) Unistone Capital is the book-running lead manager (BRLM) for the IPO, while Bigshare Services Pvt Ltd will act as the registrar. Arkade Developers’ IPO is seen as a strong opportunity for investors seeking exposure to Mumbai's growing real estate market. Read the full article

[optionperks]

Ixigo IPO subscribed over 98 times on last day

The initial public offering (IPO) of Le Travenues Technology, the parent company of online travel platform Ixigo, closed on Wednesday, with bids exceeding 98 times the shares on offer. The investors placed bids for 4293.6 million shares against 43.7 million shares available, according to data from the BSE. The category reserved for retail investors was booked 53.9 times, while that of non-institutional investors received bids for 110.2 times. Qualified institutional buyers (QIB) bid for 2548.1 million shares, 106.7 times the shares on sale. The IPO included a fresh equity issue of Rs 120 crore and an offer for sale (OFS) of up to 66.6 million shares.

Existing shareholders such as Elevation Capital, Peak XV Partners, Aloke Bajpai, Rajnish Kumar, Micromax Informatics, and Placid Holdings will partially offload their stakes through the OFS. The company completed a pre-IPO secondary placement worth approximately Rs 176.2 crore a day before the anchor book opening. During this secondary sale, Elevation Capital, Peak XV Partners, Micromax Informatics and Madison India sold 18.9 million shares at Rs 93 each, which is the upper end of the IPO price band. The shares were purchased by new investors including Ashoka India Equity Investment Trust, Tata Mutual Fund, Bay Capital and Steadview Capital.

[atomxmedia]

Ola Electric Becomes First Two-Wheeler EV Startup In India To Receive SEBI Approval For IPO Aiming For Rs 7250 Cr.

Ola Electric Raises Rs 410 Crore

Bengaluru-based Ola Electric has reportedly become India’s first two-wheeler electric vehicle maker to receive SEBI’s approval for an IPO launch. According to a Moneycontrol report, the EV giant is looking to raise Rs 7,250 crore. This development comes nearly six months after Ola Electric filed its draft red herring prospectus (DRHP) with SEBI.

Ola Electric’s IPO consists of a fresh issue of Rs 5,500 crore and an offer for sale (OFS) of Rs 1,750 crore, totaling Rs 7,250 crore. As outlined in the firm’s DRHP, existing shareholders are expected to sell 95.19 million shares in the OFS. Ola Electric’s founder, Bhavish Aggarwal, will sell 47.3 million shares. Additionally, the company is considering a pre-IPO placement of shares worth Rs 1,100 crore, which would reduce the size of the fresh issue by that amount.

Shareholder Participation

Ola Electric’s early investors, which include AlphaWave, Alpine, DIG Investment, and Matrix, among others, will sell 47.89 million shares through the OFS. According to the DRHP, the proceeds from the IPO will be used for capital expenditures (capex), debt repayment, and research and development (R&D). Specifically, the company intends to spend about Rs 1,226 crore on capital, Rs 800 crore on debt reduction, Rs 1,600 crore on R&D, and Rs 350 crore on inorganic development.

Read more: Marketing News, Advertising News, PR and Finance News, Digital News

[thegainers]

Don't Go it Alone: Why You Need Portfolio Management Services in India

Introduction:

In today's fast-paced and ever-changing financial landscape, managing your investment portfolio can be a daunting task. With so many options available, it's easy to feel overwhelmed and unsure about the best course of action. This is where Portfolio Management Services (PMS) come into play, offering tailored solutions to help you navigate the complexities of the Indian market.

What exactly are Portfolio Management Services, and why do you need them? Let's delve into the reasons why seeking professional assistance with your investments is crucial in the Indian market.

Expertise and Experience:

Portfolio Management Services in India are provided by seasoned professionals with years of experience and expertise in financial markets. They have in-depth knowledge of market trends, investment strategies, and risk management techniques, which can help you make informed decisions and maximize your returns.

Customized Investment Strategies:

One size does not fit all when it comes to investment portfolios. Portfolio Management Services offer personalized investment strategies tailored to your financial goals, risk tolerance, and investment preferences. Whether you're aiming for long-term growth or seeking income generation, PMS providers can design a portfolio that aligns with your objectives.

Active Portfolio Management:

Unlike passive investment options like mutual funds, Portfolio Management Services offer active management of your portfolio. This means that your investments are continuously monitored, analyzed, and adjusted to capitalize on market opportunities and mitigate risks. With proactive portfolio management, you can stay ahead of market trends and adapt your strategy accordingly.

Access to Exclusive Opportunities:

PMS providers often have access to exclusive investment opportunities, including IPOs, pre-IPO placements, and direct equity investments. By leveraging their network and expertise, they can help you access these lucrative opportunities that may not be available to individual investors.

Comprehensive Reporting and Transparency:

Transparency is essential when it comes to managing your investments. Portfolio Management Services provide regular reporting and updates on the performance of your portfolio, including detailed insights into asset allocation, returns, and fees. This level of transparency ensures that you're always informed about your investment progress.

In conclusion, navigating the Indian market can be challenging, but you don't have to go it alone. Portfolio Management Services offer a holistic approach to managing your investments, combining expertise, customization, active management, and transparency to help you achieve your financial goals. With the support of seasoned professionals, you can navigate the complexities of the market with confidence and peace of mind. So why take unnecessary risks? Partner with a PMS provider today and take control of your financial future.

[growthvine]

Fundraising for Startup in India

Fund Raising

Are you a startup looking to fundraise? Or are you a company looking for equity or debt funding? Look no further, Growthvine is there to help you.

What kind of fund raise do you facilitate?

For Startups: We facilitate funding from seed rounds to pre-series A. We also help in raising venture debt and bank financing for startups

For Corporates: We provide complete merchant banking solutions for fund raise including, private placements, IPO, and syndicated debt raises

What all services do you provide? We use our investor network for fund raise, but that’s just the beginning. We are also partners with the top law firms in Delhi and other leading angel networks in Delhi-NCR region. We are there with you in the whole journey. We provide not just monetary support, but also allied services like SHA documentation, IPR services etc.

What is the fee for your services? Our fees varies depending on the services availed. Fund raise are charged as a percentage of amount raised by us, while there would be flat rate for non-monetary services. We are very honest and open about our charges and are happy to discuss on a case by case basis.

Why should a company make use of Growthvine, when it can go to a bank directly? Banks are sometimes very choosy and do give a fair chance to the companies. Moreover, they insist on insane amount of Fixed Deposits. We can help you secure funding from banks with possibly milder terms.

Moreover, banks would generally not fund the whole debt requirement. This is where our investor network comes in handy and we are able to close the gap left by banks. If you have an ad-hoc requirement as well, we are there to help. Contact us today

[talentpiee]

Indian payments platform MobiKwik has refiled its DRHP with SEBI after more than two years, aiming to raise Rs 700 crore through an IPO.

According to DRHP, the IPO will consist entirely of fresh issues, with no Offer for Sale (OFS) component and a face value of Rs 2 per equity share.

Before the IPO launch, Mobikwik plans a pre-IPO placement of shares worth around Rs 140 crore.

This is Mobikwik's second attempt at an IPO, following an initial filing in July 2021.

#ipo #investors #startup #payments #finance #news #mobikwik #SEBI #fintech #talentpie #marketing #sharemarket

[bharatinvest64]

PharmaEasy's Growth Story: Unlisted Shares as a Testament to Success

Introduction to PharmaEasy

PharmaEasy, the leading online pharmacy and healthcare platform in India has been making waves in the market with its exceptional growth story. With a commitment to providing accessible and affordable healthcare solutions to millions of people across the country, PharmaEasy has become synonymous with convenience and reliability. In this blog post, we will delve into PharmaEasy's journey from its humble beginnings to becoming a game-changer in the pharmaceutical industry. We will also explore the significance of unlisted shares in the stock market and how PharmaEasy's unlisted shares have performed over time. So sit back, relax, and join us on this exciting ride as we unravel PharmaEasy's success story!

History and Growth of the Company

PharmaEasy, a leading healthcare technology platform in India, has an impressive history and a remarkable journey of growth. Founded in 2015 by Dharmil Sheth, Dr. Dhaval Shah, and Hardik Dedhia, the company started with a vision to make healthcare accessible and affordable for all. In its early years, PharmaEasy focused on providing online medicine delivery services to customers across Mumbai. With its user-friendly app and efficient delivery network, the company quickly gained traction and expanded its operations to other cities. As time went on, PharmaEasy diversified its offerings by partnering with local pharmacies to provide diagnostic tests as well as consultations with doctors through telemedicine. This move not only increased convenience for users but also positioned PharmaEasy as a one-stop solution for all their healthcare needs. The year 2020 was particularly significant for PharmaEasy as it witnessed unprecedented growth amidst the COVID-19 pandemic. The demand for online healthcare services skyrocketed during this period, and PharmaEasy emerged as a lifeline for many patients who were unable or reluctant to visit physical stores. To further strengthen its position in the market, PharmaEasy went on an acquisition spree. It acquired Medlife - another prominent player in the e-pharmacy space - thereby expanding its customer base exponentially. Today, after several rounds of funding and strategic partnerships with major investors like API Holdings (parent company), CDPQ (Caisse de dépôt et placement du Québec), TPG Growth among others; Pharmeasy has become one of India's largest digital health platforms serving millions of customers nationwide. With such rapid growth over the years fueled by innovation and customer-centricity at its core; it comes as no surprise that PharmaEasy's unlisted shares have become highly sought after by investors looking to capitalize on the success story that continues unfolding before our eyes.

Unlisted Shares and Their Importance in the Stock Market

Unlisted shares play a significant role in the stock market, offering investors unique opportunities and potential for high returns. Unlike listed shares that are traded on exchanges, unlisted shares belong to companies that have not yet gone public or chosen to be listed. One of the key advantages of investing in unlisted shares is the potential for early entry into promising companies. Investors who can identify these opportunities early on may benefit from substantial gains once the company goes public. Unlisted shares also provide diversification benefits as they often represent companies from various sectors and industries. Moreover, unlisted shares allow investors to participate in pre-IPO rounds, enabling them to invest at a lower valuation before the company's value potentially increases upon listing. This can result in higher returns compared to those who invest only after an IPO. Additionally, investing in unlisted shares allows individuals to support innovative startups and contribute directly to their growth story. By providing capital during their early stages, investors help fuel innovation and entrepreneurial endeavors. However, it is important to note that investing in unlisted shares comes with its own set of risks. These investments tend to be illiquid since there is no established market for trading them like listed stocks. Additionally, information about these companies may be limited or difficult to obtain compared to publicly listed firms. While investing in unlisted shares offers unique opportunities for high returns and supporting promising businesses' growth journey; it requires careful evaluation of the risks involved alongside thorough research and due diligence before making any investment decisions

PharmaEasy's Unlisted Shares and their Performance

One of the key indicators of a company's success is how its shares perform in the stock market. In the case of PharmaEasy, its unlisted shares have been attracting significant attention. These unlisted shares are traded privately among investors, providing an opportunity to own a stake in the company before it goes public. The performance of PharmaEasy's unlisted shares has been nothing short of impressive. Investors who had the foresight to invest in these shares early on have reaped substantial returns. As more people become aware of PharmaEasy's growth potential, demand for its unlisted shares continues to rise. What sets PharmaEasy apart is its innovative approach to healthcare delivery. With a robust digital platform that connects patients with pharmacies and diagnostic centers, they have revolutionized how people access medical services. This unique business model has contributed to their rapid growth and increasing valuation. Investing in PharmaEasy's unlisted shares not only provides an opportunity for financial gains but also allows investors to support a company that is making a positive impact on society. By investing in this promising healthcare tech start-up, individuals can align their investment goals with their values. As more investors recognize the potential value of owning PharmaEasy's unlisted shares, it further solidifies the company as an attractive investment option within the pharmaceutical industry. The growing interest from both institutional and retail investors speaks volumes about confidence in PharmaEasy's prospects. In conclusion (not part of my answer), PharMaesy has established itself as one of India’s leading online pharmacy platforms with tremendous growth potential ahead. Its performance in terms of revenue generation and customer acquisition has attracted investor interest, resulting in strong demand for its unlisted shares. As PharMaesy continues expanding into new markets and diversifying its offerings through strategic partnerships, it will likely continue demonstrating strong performance across various metrics, making it an enticing prospect for those interested i the Indian e-commerce sector.

Future Plans and Expansion for PharmaEasy

PharmaEasy, the leading online pharmacy platform in India, has achieved remarkable success since its inception. With a strong customer base and partnerships with top pharmaceutical companies, the company is now looking towards expanding its services and reaching even greater heights. One of PharmaEasy's key plans is to enhance its product offerings. The company aims to provide a wider range of healthcare products including medical devices, personal care items, wellness supplements, and more. By diversifying their offerings, PharmaEasy aims to become a one-stop solution for all healthcare needs. Additionally, PharmaEasy is focused on expanding its reach to smaller towns and rural areas across India. The company recognizes the need for affordable and accessible healthcare options in these regions and seeks to bridge this gap by providing doorstep delivery of medications. This expansion will not only benefit underserved communities but also contribute significantly to the company's growth. Another crucial aspect of PharmaEasy's plans is technological innovation. The company aims to leverage cutting-edge technologies such as artificial intelligence (AI) and machine learning (ML) algorithms to improve user experience on their platform. By investing in technology-driven solutions like predictive analysis for inventory management or personalized recommendations based on user data, Pharmeasy strives to offer seamless experiences that meet individual customer needs. Furthermore, international expansion is also part of PharmaEasy's growth strategy. As they continue to dominate the Indian market, they are exploring opportunities in neighboring countries where there may be similar demand for convenient medication delivery services.

Conclusion

PharmaEasy's growth story is truly remarkable, and its unlisted shares have played a significant role in reflecting the company's success. As part of API Holdings pharmeasy has established itself as a leading player in the healthcare industry by providing convenient access to medicines and other healthcare products. Through strategic partnerships, innovative technologies, and customer-centric approaches, PharmaEasy has experienced rapid expansion and impressive revenue growth. Its commitment to delivering quality service has earned it a loyal customer base and placed it at the forefront of India's e-pharmacy market. The performance of PharmaEasy's unlisted shares further reinforces its position as an attractive investment opportunity. With increasing investor interest in digital health platforms like PharmaEasy, these unlisted shares have become highly sought after. Looking ahead, PharmaEasy shows no signs of slowing down. The company has ambitious plans for future growth and aims to expand its services across more cities in India while also exploring opportunities beyond national borders. By continuously enhancing their offerings and leveraging technology advancements, they are well-positioned to seize new opportunities in the evolving healthcare landscape.

[wealthview]

Navi Technologies IPO Date, Lot Size, Price, Company Profile & Financial Details

New Post has been published on https://wealthview.co.in/navi-technologies-ipo/

Navi Technologies IPO Date, Lot Size, Price, Company Profile & Financial Details

Navi Technologies IPO: Company and Industry: Navi Technologies is a young player in the Indian financial services industry, using technology to offer a range of products and services focused on the underserved middle class. Their offerings include micro-loans, wealth management, and insurance, all delivered through a digital platform.

IPO Details: While the IPO is yet to occur, the company has received Sebi approval and aims to raise Rs. 3,350 crore through a fresh issue of equity shares. The offer size may decrease if they choose to proceed with a pre-IPO placement of up to Rs. 670 crore. Dates for the open, close, and listing are still undisclosed. The price band is also yet to be announced.

News and Developments:

The IPO has generated significant buzz due to Sachin Bansal’s involvement as Founder and Chairperson. Bansal co-founded Flipkart, India’s e-commerce giant, and his success story adds allure to Navi.

However, some analysts express concerns about Navi’s profitability and lack of established track record compared to other financial giants.

Recent developments like Navi Finserv’s partnership with Mastercard and the launch of new insurance products could improve investor sentiment.

Navi Technologies has not yet issued any public offerings since its initial public offering (IPO) in March 2022. Therefore, providing details about current offer types, investor category reservations, and minimum lot sizes is not possible.

Securities offered: Equity shares Reservation percentages:

Retail investors: 35%

Qualified Institutional Buyers (QIBs): 50%

Non-Institutional Investors (NIIs): 15% Minimum lot size: 15 shares Amount required to invest: Depends on the final issue price per share, which was not known at the time of the draft offer document filing.

Navi Technologies Company Profile:

Company History and Operations:

Founded in December 2018 by Sachin Bansal (Flipkart co-founder) and Ankit Agarwal (ex-banker), Navi Technologies is a financial services company headquartered in Bengaluru, India.

Started with digital lending through its subsidiary Navi Finserv, Navi has expanded into other areas like cash, home loans, health insurance, and mutual funds.

Operating from its Bangalore office, Navi employs a technology-driven and customer-centric approach to offer products and services.

Market Position and Share:

Navi’s Digital Lending platform (Navi app) became one of the largest lending apps in India within 3 months of launch, serving over 1.5 lakh customers.

While still relatively young, Navi is considered a disruptive player in the Indian financial services space, aiming to challenge traditional institutions. Its market share in specific segments like digital lending is growing rapidly.

Milestones and Achievements:

Secured USD 377 million in funding across multiple rounds from marquee investors like Tiger Global, Sequoia Capital, and Premji Invest.

Received SEBI approval for mutual fund business in 2022.

Filed for an INR 3350 crore IPO (initial public offering) in March 2022, though it is yet to debut.

Competitive Advantages and USP:

Technology-driven: Focuses on automation, AI, and data analytics for streamlined and efficient services.

Customer-centric: Offers transparent and simplified financial products through user-friendly interfaces.

Accessibility: Targets segments traditionally underserved by banks, making financial services inclusive.

Unique approach: Blends digital capabilities with personal touch through human intervention where needed.

Potential Risks Associated with Navi Technologies IPO:

Market Volatility:

The financial markets are currently facing uncertainty due to various factors like inflation, rising interest rates, and geopolitical tensions. This volatility could lead to a dip in the overall market, impacting the initial performance of Navi Technologies’ stock.

High IPO valuations are particularly vulnerable in volatile markets, increasing the risk of price correction after listing.

Industry Headwinds:

The Indian fintech space is still nascent and highly competitive. Established players, including Paytm and PhonePe, hold significant market share, making it challenging for Navi Technologies to carve out a strong position.

Regulatory changes in the financial services sector could negatively impact the company’s growth prospects.

Company-Specific Challenges:

Navi Technologies is a relatively new company with limited operating history. Its lack of a diversified revenue stream and established track record of profitability could raise concerns among investors.

Dependence on funding from strategic partners like Flipkart could limit its operational independence and raise potential conflicts of interest.

Concerns about Navi Technologies’ data privacy practices and potential security vulnerabilities could damage its reputation and hinder user acquisition.

Financial Health Analysis:

Analyze the company’s financial statements, including income statements, balance sheets, and cash flow statements. Pay close attention to revenue growth, profitability, debt levels, and cash reserves.

Look for red flags like declining revenue, increasing losses, high debt-to-equity ratios, or significant cash burn.

Compare Navi Technologies’ financial performance with its competitors to assess its relative competitiveness.

Navi Technologies Limited Draft Offer Documents filed with SEBI

Also Read: How to Apply for an IPO?

[niamarketing]

Why Should You Consider Portfolio Management Services for Wealth Growth in India?

Managing wealth and investments can be a complex task, especially in a country like India with its diverse investment options and market volatility. This is where Portfolio Management Services in India come into play. PMS is a professional investment service that aims to help individuals and institutions manage their investments more effectively. In this blog, we will delve into the reasons why you should consider Portfolio Management Services for wealth growth in India.

1. Expertise and Professional Management

One of the primary reasons to opt for Portfolio Management Services is the access to professional expertise. PMS providers are typically managed by experienced professionals who understand the intricacies of the financial markets. They have a deep understanding of various asset classes, market trends, and risk management strategies. By entrusting your portfolio to experts, you benefit from their knowledge and experience.

2. Customized Investment Strategies

PMS providers tailor their investment strategies to meet your specific financial goals and risk tolerance. They conduct a thorough assessment of your financial situation, investment objectives, and time horizon before crafting a personalized investment plan. This level of customization ensures that your portfolio aligns perfectly with your unique requirements.

3. Diversification and Risk Management

Diversification is a crucial aspect of managing investments. PMS providers use diversification strategies to spread risk across different asset classes, sectors, and geographic regions. This helps mitigate the impact of market volatility on your portfolio. Additionally, they employ risk management techniques to protect your investments during turbulent market conditions.

4. Access to Exclusive Investment Opportunities

Portfolio Management Services in India often provide access to exclusive investment opportunities that may not be readily available to individual investors. This can include initial public offerings (IPOs), pre-IPO placements, and other alternative investments. These opportunities can potentially offer higher returns compared to traditional investment avenues.

5. Active Portfolio Monitoring and Rebalancing

PMS providers actively monitor your portfolio's performance and make timely adjustments as needed. They react to changing market conditions, asset valuations, and economic trends to ensure that your investments remain aligned with your goals. Regular rebalancing helps maintain the desired asset allocation and risk profile.

6. Transparency and Reporting

Transparency is a key feature of Portfolio Management Services. PMS providers offer regular reports and statements that detail your portfolio's performance, holdings, and transactions. This transparency allows you to stay informed about the status of your investments and evaluate the effectiveness of the chosen investment strategy.

7. Tax Efficiency

PMS providers often incorporate tax-efficient strategies into their investment approach. They aim to minimize tax liabilities by optimizing the timing of purchases and sales, managing capital gains, and utilizing tax-saving investment options. This can lead to significant savings over time.

8. Time-Saving and Convenience

For busy individuals who lack the time or expertise to manage their investments actively, Portfolio Management Services offer convenience. By delegating investment decisions to professionals, you free up valuable time and reduce the stress associated with monitoring and managing your portfolio.

Conclusion

Portfolio Management Services in India offer a holistic approach to wealth management. They combine expertise, customization, diversification, and active management to help you achieve your financial goals while mitigating risks. Whether you're a seasoned investor or new to the world of finance, considering PMS as a wealth management option can provide you with valuable advantages in growing and safeguarding your wealth.

However, it's essential to conduct thorough due diligence and choose a reputable PMS provider that aligns with your financial objectives and risk tolerance.

[bertmondello]

Bert Mondello

About Bert Mondello:

Bert Mondello is an experienced Public Company Director, Corporate Advisor and Technology Expert with 20 years experience across both the private and public sectors. An as Executive, Mr Mondello has substantial capital markets experience and knowledge of equity markets having participated in company restructures, complex M & A transactions, IPOs, RTOs, investor placements and capital raising. Mr Mondello has wide spread experience spanning across retail and institutional sectors and an extensive knowledge of marketing communications and investor relations.

Bert Mondello’s Experience:

Bert Mondello is an experienced Public Company Director, Corporate Advisor and Technology Expert with 20 years experience across both the private and public sectors. An as Executive, Mr Mondello has substantial capital markets experience and knowledge of equity markets having participated in company restructures, complex M & A transactions, IPOs, RTOs, investor placements and capital raising. Mr Mondello has wide spread experience spanning across retail and institutional sectors and an extensive knowledge of marketing communications and investor relations.

Illustrial Capital

Specialising in providing transactional, investment and corporate advisory services to companies in the private and public sectors. Our firm has extensive knowledge and experience in Mergers and acquisitions, corporate restructuring, fund raising and IPO’s across multiple sectors including technology, mining, industrial and medical. At Illustrial Capital we have an appetite to invest in late stage post revenue start-up and scale-up opportunities and invest from pre-seed to Pre-IPO stages with the view to IPO (Initial public offering) on the ASX.

Vection Technologies

Vection Technologies Ltd (ASX:VR1) is a multinational software company that focuses on real-time technologies for industrial companies’ digital transformation.Through a combination of 3D, Virtual Reality, Augmented Reality, Industrial IoT, AI, ICT and CAD solutions, Vection Technologies helps companies and organisations to innovate, collaborate and create value. For more information please visit the Company’s websites: vection.com.au, mindeskvr.com, blankcanvas.studio, jmcgroup.it

Douugh

Douugh (ASX: DOU) is a purpose-led fintech and next-generation neobank, taking a proprietary artificial intelligence first approach to disrupting the business model of banking – helping people better manage their money and live financially healthier. Douugh’s vision is to become a fully autonomous financial control centre. website: douugh.com

Streamplay Studios

Streamplay Studio Limited (ASX:SP8) is a service and platform provider of bespoke, end-to-end digital products specialising in Mobile Game Streaming, Music and Video content across multiple regions around the globe. Partnering with Mobile Network Operators (MNOs), our aim is to engage subscribers with valuable content, build engagement and focus on long-term sustainability across all products. Website: streamplay.studio

[wtuckerandassociates]

Executive Placement Consultant Los Angeles | Executive Placement Agency Los Angeles

Our Los Angeles office provides search and assessment services at the CEO, board, and senior management levels across all industries. As a executive placement consultant in Los Angeles our hands-on recruiters have experience working with private, public, pre-IPO, and non-profit organizations. Executive search firms identify and recruit highly qualified candidates for senior roles, including C-suite positions, on behalf of their clients.

[stockknock]

Five ways for trading unlisted shares in India

An unlisted company is one that is not listed on any formal stock exchange. However, shares of these company are sometimes available for trade on over-the-counter (OTC) markets. Examples of unlisted companies in India being traded in the OTC markets include: Swiggy, Oyo, Serum, CSK, Reliance Retail etc.  Previously, unlisted investment could only be accessed by big banks, hedge funds, private equity companies etc. However, today since shares are available in dematerialised format and there is much more awareness about the financial industry, it is possible for any investor to invest in trading unlisted shares. Today we will discuss some of the commons ways investors can trade in unlisted shares in India.

Pre-IPO Funds

The first way we can invest in unlisted shares is to invest via Pre-IPO funds. Pre-IPO funds specialise in investing in companies that are currently unlisted but will soon get listed on a formal exchange. Pre-IPO Funds pool money from investors and give them an opportunity to invest in companies before they go public at lower valuations and then to reap rewards of the post-IPO valuation. These funds are often availed by prominent retail investors, HNI’s and large family offices. The first AMC to come with dedicated Pre-IPO funds is IIFL AMC. As per information, they are managing Rs 10,000 crore in pre IPO funds, with returns in the range of 10%-15%. Recently, Kotak Investment Advisors also raised Rs 2000 Crore in their Kotak pre-IPO Opportunities Funds. 

Portfolio Management Services or Alternative Investment Funds

Another way to buy unlisted stocks as an investment is to avail Portfolio Management Services (PMS) or Alternate Investment Funds (AIF). These funds are professionally managed investment portfolios backed by extensive due diligence by a team of highly qualified research analysts. These portfolios are actively managed so that they are always adapting to market trends and performances. Investors can invest in PMS or AIF that specialise in unlisted shares. There is less risk via this route due to (i) thorough research (ii) professional management (iii) diversification of capital.

Intermediaries

There are intermediaries likebrokerage firms and wealth management firms that specialise in investing in the unlisted space. Investors can open a DEMAT account with these intermediaries and carry out the transaction through them. The payment gets completed upfront, and the delivery is done in T+3 days. Due to lack of official regulation in the unlisted space, there is counterparty risk involved. Counterparty risk is if the payment is made, however the delivery of the shares is not completed successfully. However, if the intermediary is of reputable name, the counterparty risk involved is minimised.

Employee Stock Ownership Plan

Some large-scale organisations offer their employees stock options known as ESOPs whereby employees get equity ownership in the Company. These ESOPs allow employees to buy the Company's shares at a prespecified rate and after a predefined period. If the employees wish to redeem or sell off their unlisted shares holding, investors can purchase unlisted equity from them.

Private Placement

Private placement is where promoters of a Company want to liquidate their own stake in the Company and therefore put their equity ownership up for sale. Usually, this process is carried out by wealth managers or intermediaries. This route allows investors to trading unlisted shares and to achieve a significant stake in the Company as promoters generally have high ownership percentage with them.

You can use the Stock Knocks website and app to get detailed information on unlisted stocks and hidden gems in India. Just Knock !

Source link: https://www.stockknocks.com/blogs/five-ways-for-trading-unlisted-shares-in-india

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Top 3 Unlisted Shares To Buy In 2023

Choosing shares is one of the most challenging tasks for any investor. You have to consider your risk appetite, time horizon and investment returns before deciding on which company you should invest in. And what if you have no idea about which company to choose? You may end up losing money and getting poor returns while some of the best companies could make you rich. This is why we decided to find out 3 best Unlisted shares that are waiting to give you great returns in 2023.

1. Boat

boAt Upcoming Initial Public Offering (IPO) : Imagine Marketing Limited, often known as boAt, is an unlisted public company, founded on 1st November 2013, with its HQ in Mumbai. It is the parent company of boAt. They filed a Draft Red Herring Prospectus with SEBI on 26th Jan 2022 for Rs. 2000 Cr. This Initial Public Offering includes Rs. 900 Cr. fresh issue of equity share and a Rs. 1100 Cr. offer for sale as described in DRHP. In addition, the business intends to collect Rs. 180 Cr. through a Pre-IPO placement. The business is awaiting SEBI permission before launching its IPO before launch in the market.

boAt Share Price : At present, the boAt company’s shares are being traded in unlisted market shares named as boAt Unlisted Shares. boAT Unlisted shares are available on Planify at Rs. 805 per share. Investors can gain the first mover advantage by purchasing these shares and gain exponential returns in future.

2. Ola

Ola Upcoming Initial Public Offering (IPO) : Ola Cabs had announced plans to go public by early 2022 but has delayed its plan. According to OLA CEO Bhavish Aggarwal, The IPO could hit the market later this year or early next year. ANI Technologies Private Limited also referred to commonly as ‘Ola’, together with subsidiaries is a leading technology service provider in the emerging cab hailing market, established with the mission of providing mobility to millions of Indians. Based in Bengaluru, Karnataka, ANI is one of the leading countries providing internet and mobile technology platforms for cab hailing by commuters.

Ola Cabs Share Price : Currently the Ola Share Price is ₹22,635.00 & Ola isn’t listed on neither the National Stock Exchange (NSE) nor Bombay Stock Exchange (BSE), hence it doesn’t have a share price available for trading.

3. Bira

Bira Upcoming Initial Public Offering (IPO) : In 2018, BIRA CEO, Ankur Jain had commented on the company's plans to launch Initial Public Offering (IPO) in the next 5 years i.e by 2023. BIRA has quickly become popular & overtook some very famous brands. It owes its success to its delicious beer, bold identity and draft network. BIRA 91 has strived to build a strong portfolio of essential beers and aims to drive the global shift towards more color and flavor.

Bira Share Price : BIRA Unlisted shares are available at Planify. only for Rs. 765 per share. Investors can gain the first move advantage by investing in Unlisted shares of BIRA and gain a chance to earn exponential returns. The success of the company can be measured by the fact that BIRA now operates 4 breweries in India and has offices in 9 cities globally including New York city. BIRA today has 2.5% market share of Indian Beer market and holds 10% market share in the premium segment.

To find out more Unlisted shares that are waiting to give you great returns in 2023. 

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