Basic Understanding (Pre IPO – Unlisted Space)
Why invest in Pre IPO equities:
  • Get access to investment opportunities before the broader market does
  • Diversification and lower correlation to listed companies
  • As companies are staying private longer than ever most of the value creation happens in the PreIPO space itself
Criteria for Shortlisting Investment Opportunities:
  • Access to sectors not available in the public markets (Gaming/ SaaS/ FinTech/ Ecom)
  • Significant Mispricing leading to value creation from Listed/Global Peers
  • Reasonable Liquidity and availability of options
  • Companies on a definite IPO track
    • DRHP filed
    • Funds raised from PE/VC investors
    • Subsidiaries of existing listed/professionally managed companies
    • Companies on a definite IPO track
Preferred Transaction Mode:
  • Bank Account Used for Remitting Funds by NRI: NRI – Non PINS Account
  • DeMat Account for transfer of shares: NRI – Non Repatriable Account
Risk & Reward:
  • Unlisted Pre-IPO Shares have a slightly higher risk/return profile and is suitable for investors with longer investment horizons (typically more than 2 years)
  • On a gross portfolio level average returns for the last 5 year period has been of 25%+ CAGR
  • Exit – Either through sale on exchange on IPO or exit in the secondary market (in case of IPO delay/suitable returns achieved)
Taxation:
  • Holding Period - 2 years for Long Term
  • On Sale of Short term assets – Slab rate @ 30%
  • On sale of Long Term Assets – 10% of LTCG without indexation benefits
About Altius:
  • Experienced Management: Over 20+ years of expertise in financial services
  • Trusted by 8000+ investors in 15+ countries
  • Handled investments over 300 Crores+ in pre-IPO space
  • End to End Digital Enabled Investing process
How it works:
  • Sign up here
  • Complete your KYC
  • Click on "Companies" to see list of all companies, and select the company you wish to invest in
  • Complete Payment via Link
  • Shares are delivered to your Demat Account within 24 hours
Click Here to Start Investing
Exits In 2021
Stock Recommendation Month Initial Investment Price Listing Date IPO Listing Price Return Multiple Years Invested
Nazara Technologies Apr-18 430 19 Mar '21 1101 2.56 3
Barbeque Nation Sep-19 228 26 Mar '21 500 2.19 1.5
Anand rathi wealth Jul-19 160 6 Dec '21 550 3.44 2.5
One97 communications Dec-16 1400 10 Nov '21 2150 1.54 5
Curated Current Opportunities
Company Sector Risk Rating
Cochin International Airport Ltd (CIAL) Aviation Low
AGS Transact Technologies Ltd Payment Processing / Fintech Medium
API Holdings Pvt Ltd Pharma/Ecom Medium
Care Health Insurance Ltd (Religare) Health Insurance Medium
Chennai Super Kings Cricket Limited (CSK) Sports Medium
ESL Steel Ltd Steel Low
Fincare Business Services Ltd Small Finance Bank Medium
Five-Star Business Finance Ltd NBFC Medium
HDFC Securities Ltd Financial Services Low
Indofil Industries Ltd Speciality Chemicals Medium
Merino Industries Limited Home Furnishing Low
LAVA International Ltd Smartphones Manufacturing Low
Mobikwik (One Mobikwik Systems Ltd) Fintech High
Mohan Meakin Ltd Liquor Low
National Stock Exchange Ltd (NSE) Stock Exchange Medium
NCL BUILDTEK Ltd Paints / Construction Material Medium
Reliance Retail Ltd Retail High
Sterlite Power Transmission Ltd Power Medium
Studds Accessories Ltd Manufacturing Low
Tata Technologies Ltd (TTL) EV / Design Medium
Explore Companies
Disclosures