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Unlisted Equities Investment

What are Unlisted Equities?

Access pre-IPO growth potential through investments in unlisted companies with strong fundamentals and scalability.

Key Benefits of Unlisted Equities

  • Potential for Higher
  • Returns
  • Lower Acquisition Costs
  • IPO Exit Opportunities
  • Tax Advantages
  • Exclusive Access

How A.H.Financial Helps with Unlisted Equities

  • Invest in companies before they go public to maximize your growth potential.
  • Add a new asset class to your portfolio that’s uncorrelated with public markets.
  • Access thoroughly researched companies with proven business models.

How Unlisted Equity Investments Work

Opportunity Identification

  • We identify promising unlisted companies with strong growth potential and established business models.

Due Diligence

  • Thorough research into company financials, leadership, competitive advantage, and market potential.

Valuation & Investment

  • Assessment of fair value and facilitation of the investment process with complete transparency.

Is Unlisted Equity Right For You?

Risk Tolerance

  • Unlisted equities typically involve higher risk compared to listed shares due to:
    • Limited regulatory oversight
    • Less transparent financials
    • Higher business failure risk
    • Suitable for investors comfortable with higher risk exposure

Investment Horizon

  • Unlisted equities are typically longer-term investments:
    • Average holding period of 3-7 years
    • Limited liquidity until exit events
    • Patience required for value realization
    • Ideal for investors who don't need immediate access to capital

Portfolio Allocation

  • Best practices for including unlisted equities in your portfolio:
    • Typically 5-15% of total investment portfolio
    • Diversification across multiple unlisted companies
    • Complement to traditional investment assets
    • Higher allocation for financially sophisticated investors

Ready to achieve Financial Freedom? Let’s Connect!

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Moin ali (1)

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Helps you navigate the complex world of investments with personalized guidance and expert solutions.

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Investment Disclaimer

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns. Consult your financial advisor before investing.

AMFI Registered Mutual Fund Distributor with ARN-283074 | Valid Till 26-11-2026

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