From Exclusive Unlisted Stocks to Tailored Wealth Management Offerings — Empowering
Your Path to Financial Freedom.
Equentis Investech is a part of the Equentis Group, a name synonymous with trust, integrity, and performance in the world of Wealth Advisory and Investment Management.
From Pre-IPO shares and Startups to AIFs, PMS, Mutual Funds, Bonds, Insurance, and Loan Products, our goal is simple: Empower your financial future with expert guidance and exclusive access.
For those looking beyond conventional investments, Equentis opens the door to diverse and exclusive options:
Pre-IPO Investments
Early access. Bigger gains.
Portfolio Management Services (PMS)
Tailored portfolios
for your goals.
Alternative Investment Funds (AIFs)
Unique strategies, professionally managed.
Mutual
Funds
Diversify your investments and grow wealth steadily over time.
Insurance
Protect your future.
Loan
Advisory
Smart financing, simpler.
Bonds &
Fixed Income
Steady, secure returns.
Startup
Funding
Invest early. Grow with innovation
Explore the power of early investments with real performance data:
| Company Name | Return | Investment Period |
|---|---|---|
|
Le Travenues Technology Ltd. (IXIGO) |
+74% |
8 months (Nov ’23 – Jan ’24) |
|
Tata Technologies Ltd. |
+639% |
34 months (Feb ’21 – Dec ’23) |
|
Hexaware Technologies Ltd. |
+153% |
17 months (Sep ’23 – Feb ’25) |
|
Swiggy |
-15% |
2 months (Oct ’24 – Nov ’24) |
|
CSB Bank |
+47% |
5 months (Jul ’19 – Dec ’19) |
We believe great investments need great guidance.
Our highly professional team of Wealth Counsellors works closely with you to understand your financial goals and risk appetite. We recommend only those products that truly align with your investment journey.
Plus, our dedicated customer support team is always available to answer your queries and provide timely updates, making sure you’re never alone in your investment decisions.
Our in-house developed software system ensures:
Automated deal letters
sent to clients for every transaction
Automated deal letters sent to clients for every transaction
End-to-end data
privacy and security
A trackable, transparent
investment journey
Real-time updates and
documentation access
Extensive Research — The Foundation of Every Recommendation
Our experienced research team conducts a rigorous due diligence process before recommending any investment:
Every recommendation passes through stringent quality checks, ensuring transparency, credibility, and growth potential for your portfolio.
Liquidity Risk: Since Unlisted Shares are not traded on an exchange, it is difficult to sell it on the exchange. We suggest that an investor should not invest in Unlisted Shares with a mindset of trading or selling it in a short period of time. One should be prepared to hold it for a few years at least or until the IPO of the share.
Lock-in of shares: There is a lock-in period of six months if you have the shares of a company that announces an IPO and is getting listed on the stock exchange. You cannot sell such shares for six months from the date of listing.
Market Risk: Unlisted Shares are also subject to market risks & price risks, similar to their listed counterparts.
Valuing unlisted shares is typically more difficult than valuing listed ones, as there is no market price to reference. Valuation is often done using methods like discounted cash flow (DCF), comparable company analysis, or recent transaction prices within the company.
Unlisted shares may offer higher growth potential since they’re often in early-stage companies. They may also provide diversification for your investment portfolio, especially if you’re interested in companies outside of the public market.
Tax treatment for unlisted shares varies by country and depends on whether you hold the shares long-term or short-term. It’s essential to consult with a tax professional to understand the capital gains tax, dividend tax, and other relevant taxes that may apply.
One should research the company’s financial statements, business model, market potential, management team, and any risks associated with the sector in which the company operates. It’s also helpful to understand the company’s growth trajectory and how it plans to achieve its objectives.
Yes, some unlisted companies may offer dividends, but it depends on the company’s policy. Many startups or growth-stage companies might reinvest profits into their operations rather than paying dividends.
Shares that are not listed on stock exchanges such as the NSE or BSE are known as unlisted shares, and they are sold privately through brokers, investment firms or direct deals with shareholders. They have lower liquidity and higher risk, but their pricing is determined on demand, company valuation, and future IPO potential. Investors usually exit when the company goes public (IPO) after the mandatory Lock-in Period or through private buyouts.
