Unlisted Ideas Learning Modules
Free, step-by-step education on unlisted shares, private equity, and pre-IPO investing
Structured learning path
Work through modules in order, or jump into any chapter that matches what you need.
Understanding Unlisted Shares
Open the overview to explore this module.
Getting Started Before You Buy Unlisted Shares
Build a strong foundation before investing in unlisted shares. This beginner-friendly module explains the essential prerequisites, where and how to source genuine unlisted shares, and the key due diligence checks every investor should perform. By the end, you'll be equipped to make informed and confident investment decisions while avoiding common mistakes.
Buying & Selling Unlisted Shares
Learn the complete process of buying and selling unlisted shares in India. This module covers different transfer methods, including the traditional DIS process and the online SPEED-e method, while also explaining the key benefits, risks, and practical considerations to help you transact confidently and make informed investment decisions.
Corporate Actions & Key Timelines in Unlisted Shares
Understand what happens after you buy unlisted shares. This module explains lock-in and freezing periods, how dividends, bonus shares, and stock splits work, and what changes when a company moves from being unlisted to listed through an IPO. By the end, you'll know what to expect throughout your investment journey and how corporate actions can impact your holdings.
Taxation on Unlisted Shares
Master the tax implications of investing in unlisted shares under the post–Union Budget 2024 framework. This module explains how capital gains are taxed, the difference between short-term and long-term taxation, and the documents you'll need. It also provides a step-by-step overview of reporting unlisted share transactions correctly while filing your income tax return, helping you stay compliant and avoid common mistakes.