How to Invest in Unlisted shares? | CA Rachana Ranade
Published: 2022-05-07
Status:
Available
|
Analyzed
Published: 2022-05-07
Status:
Available
|
Analyzed
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It is possible to invest in unlisted shares with an amount as low as ₹10,000.
"so i would have been so happy if someone would have given me an opportunity to invest in unlisted shares at as low as 10 000 rupees"
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The process to invest in unlisted shares via the LeadOff platform begins by visiting their website, with the link provided in the description.
"if you want to start your investment journey through lead off let's try and understand the entire procedure of how can you invest in unlisted shares so the very first thing that you have to do is go on to this website the link of this website is there in the description box"
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To begin the investment process on LeadOff, users need to enter their email ID, then fill in basic details like name, phone number, password, and email ID before proceeding.
"you'll just have to enter the email id once you enter your email id and press continue just fill up your basic details like name then phone number password email id and then just hit on the continue button"
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After initial details are entered on LeadOff, an OTP will be sent, which must be input to verify the account.
"once that is done an otp will be sent input the otp and then press on verify otp"
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After registration and verification on LeadOff, users are directed to the homepage's 'Discover' tab, which lists available companies for investment.
"once you do that you will be directed to this home page again here we are under the discover tab once you go here you can see a lot of companies that are listed uh on this on this portal"
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Within the 'Discover' tab on LeadOff, there are 'Spotlight' and 'Coming Soon' sections. The 'Spotlight' section features companies like Reliance Retail, Farm Easy, and Boat.
"two specific tabs one is spotlight and the other one is coming soon under the spotlight tab you can see all these names like reliance retail farm easy boat"
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When exploring a company like Boat in the 'Spotlight' section on LeadOff, users can view details such as face value and price per lot.
"now let's go back to the spotlight section and out of all these just to give you an example assume that i decide to dig down deep into boat now uh once i click here you can see that what is the face value of the share what is price per lot"
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On LeadOff, investments in unlisted shares are made in lots, not individual shares.
"here again an important point comes up is that you you have to invest in lots and not only one single share is possible"
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An example investment in Boat shares on LeadOff involves a minimum of nine shares, with a total value of ₹11,384 including a 2% transaction fee.
"so here again an important point comes up is that you you have to invest in lots and not only one single share is possible right so once you do that you can see how many number of shares that is nine shares minimum investment here in this case considering a transaction fee of 223 rupees point two so two percent basically total uh value comes up to eleven thousand three hundred and eighty four"
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A minimum investment in Boat shares on LeadOff, considering a 2% transaction fee, amounts to ₹11,384 for nine shares.
"once you do that you can see how many number of shares that is nine shares minimum investment here in this case considering a transaction fee of 223 rupees point two so two percent basically total uh value comes up to eleven thousand three hundred and eighty four"
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The 'Financials' tab on LeadOff provides access to annual reports, including the latest 2021 report, allowing users to determine if a company is profitable.
"if you want you can also go to the financials tab of the company once you go to the financials tab of the company you will see that all the annual reports latest 2021 report you can see and maybe if i just want to go ahead and to see whether companies into profits or in losses here you can see that company is into profits"
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After adding bank account details on LeadOff, users must also add their demat account number.
"then you will be redirected to this page wherein you will have to add your dmat account number as well"
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To invest on LeadOff, users need to add funds to their account, as the current balance is initially zero.
"then here if you want to finally go ahead you can see add funds here you can see that the current balance is zero so you will have to click on add funds first click on add funds"
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To add funds on LeadOff, users can select the 'Add Funds' option, then enter their UPI ID and choose to pay via UPI.
"so just click on add funds once you do that you will have to enter your upi id and hit pay via upi"
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After initiating a UPI payment on LeadOff, users must approve the payment request on their mobile UPI app.
"well once you do that you will have to go to your mobile and then you will have to approve this payment request that you get on your upi app"
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Once funds are added on LeadOff, the 'Add Funds' button changes to 'Invest Now'. Clicking this directs users to a page to confirm their investment summary.
"now you can see that from ad funds it has turned to invest now so once you click on invest now you will be again redirected to this page where you will have to confirm your investment summary"
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Before finalizing an investment on LeadOff, users can review the complete payment details and then click 'Pay Now'.
"here you can see the complete payment tab here you can see finally okay this much is the amount and then you can click on pay now"
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After payment confirmation on LeadOff, the order is confirmed, and share allotment is pending, which may take up to two business days.
"it says that payment is confirmed then that's where you can see that yes finally your order is confirmed and it also mentions that share allotment is pending and it can take up to two business days"
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After approximately two business days, the invested Boat shares are credited to the user's account within the LeadOff portal.
"after that let's go back to the investment tab under your lead of portal only and that's where after two days i could see that yes the board shares have been credited to my my account"
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Users receive an email confirmation from CDSL India, verifying the receipt of shares, such as nine shares of Imagine Marketing Limited.
"and one more checkpoint if you want you will also get an email uh here you can see i have received an email from cdsl india which mentions that yes i've received nine shares of imagine marketing limited"
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For those new to investing in unlisted shares, it's recommended to start with the minimum lot size or minimum amount to test the waters.
"few of my friends were also asking me rashna what should i do i also suggested them that nothing more than the minimum lot size minimum amount that should be the way of testing new waters if you want to invest in an area which you have never tested before"
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An exposure to unlisted shares exceeding 10% of a total portfolio size is considered very risky.
"any exposure above 10 of your total portfolio size can be very very risky"
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One exit strategy for unlisted shares, like those of Boat which have filed a DRHP, is to sell them after the company gets listed through an IPO.
"exit strategy number one could be ipo now that i have showed you that yes i've invested into shares of boot then the question is how can i exit if both comes up with an ipo remember they've also filed the drhp i can sell my shares after it gets listed"
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Unlisted shares can be transferred privately, potentially at a premium, if an interested party like Aman Gupta expresses a desire to buy them.
"possibility number three i can transfer the shares privately so for example if aman aman gupta if he calls me up and says i want to buy back the shares from you i want the shares i'll also i can also privately transfer shares to him but of course i'll transfer that a premium"
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LeadOff plans to launch a selling platform, enabling users to sell their unlisted shares, in addition to their current buying features.
"finally lead off is also coming up with their own selling platform so like right now you can buy through lead off coming soon wala feature but they will also come up with a platform through which you can even sell your unlisted shares"
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