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🎯 Value Mutual Funds Leading the May 2025 Rotation Summary: After a prolonged growth‑stock run, India’s market is rotating back to value. May 2025 saw value‑oriented funds deliver up to 18% YTD, outpacing growth schemes. Discover why value stocks are in favor, top fund picks, and how InvestoEdge’s model portfolio captures this shift. 1. Market Rotation to […]

🚀 Digital Lending Platforms Closing the ₹30‑Lakh‑Crore MSME Credit Gap Summary: India’s MSME sector faces an estimated ₹30‑lakh‑crore financing shortfall. While 90% of MSMEs now accept digital payments, only 18% tap digital lending—a major untapped opportunity. Learn why digital lenders are vital to bridge this gap and how InvestoEdge integrates LAS with fintech APIs to

⚠️ Risk Mitigation Strategies for Distressed Unlisted Equity Summary: Opportunistic investors target companies in distress, but the pitfalls are steep: governance issues, legal entanglements, and opaque finances. Learn InvestoEdge’s five-step framework to de-risk stressed-asset investments. 1. Legal & Financial Forensics Deep-dive audits of statutory filings, debt covenants, and cash-flow waterfalls to uncover hidden liabilities.10 2.

📑 Tax-Efficient Structures for Unlisted-Share Investors Summary: Proper planning can reduce stamp duty, optimise capital-gains tax, and streamline NRI repatriation. Discover the three legal vehicles InvestoEdge recommends to maximise post-tax returns on private-equity stakes. 1. Section 54F – Capital-Gains Exemption via Residential Property Reinvest long-term gains (>24 months) from unlisted shares into residential property within

🏛️ Navigating SEBI’s 2025 Private-Placement & AIF Amendments Summary: SEBI’s March 2025 ICDR and AIF rule changes reshape how unlisted companies raise capital. Learn what the new limits, disclosures, and demat mandates mean—and how InvestoEdge can guide you through compliant deals. Key ICDR Amendments (Mar 2025) Introduction of Stock Appreciation Rights (SARs) as dilutive instruments,

🔒 Legal Essentials: Shareholder Agreements in Unlisted Equity Summary: For unlisted investments, a robust shareholder agreement (SHA) protects minority rights, outlines exit mechanisms, and enforces governance standards—key for institutional and retail investors alike. 1. Key SHA Clauses Tag-Along & Drag-Along: Ensures minority investors can exit alongside majority sales or are bound by a sale decision.15

📊 Launch of Unlisted-Share ETFs & Index Funds Summary: The next frontier: ETFs tracking baskets of private-company shares. Learn how unlisted-share index products are packaged to offer liquidity, diversification, and low­-cost access. 1. Why Unlisted-Share ETFs? By bundling pre-IPO and late-stage private-company equity, ETFs provide instant diversification and tradability on public exchanges.10 2. Structure &

💰 Rise of Private-Debt Funds in the Unlisted Market Summary: As interest rates climb, private-debt funds are attracting capital away from equity. Discover why unlisted debt instruments—from NBFC bonds to structured notes—are becoming a compelling diversification tool. 1. Yield Advantage Over Public Debt Private-debt yields of 12–15% outpace corporate bond yields (7–9%) on public exchanges.6

🌱 Impact & ESG Investing via Unlisted Shares Summary: Beyond returns, many investors seek social and environmental impact. Explore how to vet unlisted companies on ESG metrics and tap impact-focused private deals. 1. Defining ESG Criteria E: Carbon footprint, waste management S: Labor practices, community engagement G: Board diversity, governance standards 2. Sourcing Impact Deals

💼 Co-Investment Vehicles & Syndicates in Unlisted Equity Summary: Investing alongside VCs or in angel syndicates lets you access bigger deals and tap expertise. Discover structures (SPVs, fund-of-one), economics, and how to join high-quality syndicates. 1. SPV Structures Explained Special Purpose Vehicles pool multiple investors into one entity—simplifies cap-table and dilution tracking. 2. Economics &