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⚖️ Tax & Regulatory Pitfalls in Unlisted Share Investing Summary: Unlisted‐share gains can trigger complex tax and compliance rules. Avoid surprises—from stamp duty on share transfers to capital gains slabs and disclosure requirements. 1. Stamp Duty & Transfer Charges Every state levies stamp duty (0.1–0.5%) on share-transfer agreements—factor into your total cost. 2. Capital Gains […]

🚀 How to Build a Diversified Unlisted Shares Portfolio Summary: Unlisted equity can deliver outsized returns, but concentration risk is real. Learn to spread your bets across sectors, stages (pre-IPO vs buy-out), and liquidity profiles to smooth volatility and capture growth. 1. Why Diversification Matters A single startup can skyrocket—or implode. By holding 8–12 names

🔎 Sector Spotlight: Unlisted Fintech Companies to Watch Summary: Fintech remains a top unlisted-share theme. From digital lending to wealthtech, here are five high-momentum private fintechs and what makes them stand out. 1. Digital Lending Disruptors Early players in SMB lending with 80–100% YoY AUM growth—large addressable market and tech moats. 2. Neo-Wealth & Robo-Advisors

❌ Top 5 Mistakes to Avoid When Investing in Unlisted Shares Summary: Unlisted equities can be lucrative—but pitfalls abound. Here are the five most common mistakes and how to sidestep them. 👍 1. Skipping Thorough Due Diligence Don’t rely solely on pitch decks. Dive into financials, legal docs, and competitive analysis first. 2. Overpaying on

📝 Due Diligence Checklist When Investing in Unlisted Shares Summary: Before you commit capital to a private company, run through these eight essential due-diligence steps to safeguard your investment. 1. Corporate Documents Review Articles of Association, board resolutions, share-subscription agreements, and key contracts. 2. Financial Statements Audit the last 3 years of P&L, balance sheets,

🧮 How to Value Unlisted Shares: Top Four Methods Explained Summary: Placing the right price on unlisted equity is part art, part science. Here are four core valuation techniques—when to use each, and their pros & cons. 1. Discounted Cash Flow (DCF) Forecast future free cash flows and discount at a rate reflecting both business

📈 Market Trends in Unlisted Shares: What Investors Need to Know Summary: The unlisted‐shares market is evolving fast: slowed IPOs, booming HNI demand, and stronger SEBI transparency rules are reshaping opportunities and risks. 1. Slower IPO Pipeline Global uncertainty has led many companies to delay their IPOs, driving up secondary‐market activity in unlisted equity. 2.

🤖 The Role of AI in Next-Gen LAS Underwriting Summary: AI & Machine Learning are transforming LAS credit decisions—real-time risk scoring, alternative data, dynamic LTV adjustments, and automated collateral valuation. Learn how leading lenders deploy AI models to speed approvals and tighten risk controls. 🚀 1. Real-Time Risk Scoring 🔍 AI engines ingest market, macro,

💼 Integrating Loan Against Securities (LAS) into Your Corporate Treasury Summary: Large corporates and mid-caps increasingly use LAS as a flexible funding lever alongside bank credit and commercial paper. This post explores treasury KPIs, cash-flow matching, liquidity buffers, and how to weave LAS into your broader cash management strategy. 🚀 1. LAS in the Corporate

🔒 Loan Against Securities (LAS) for NRIs & Overseas Investors Summary: Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) can leverage their Indian securities (shares, mutual funds, bonds) to raise rupee liquidity—without remitting back funds. Discover the key rules, documentation, repatriation norms, and best practices below! 😊 1. Who Qualifies? 🇮🇳 Under RBI’s PIS