Why Add Unlisted Shares to Your Portfolio?

UNLISTED SHARES

Introduction

Shares are a means to own a piece of a company. People buy them to grow their wealth over time. There are two types of shares – listed shares and unlisted shares. Listed shares trade on stock exchanges, unlisted shares do not. Many investors now look to unlisted shares to provide better growth prospects. Unlisted shares can provide value to an investment portfolio. They can provide new opportunities that are not encountered in public markets. A good decision made with the right advisory support. The best consultancy firm can help you discover companies unlisted. They help you understand the risks and can point you in the direction of options. Where portfolio management service is strong, assets such as these can lead to improved returns over the long-term.

What Are Unlisted Shares?

Unlisted shares refer to a type of equity which you cannot find on public stock markets. These shares relate to companies which are unlisted on stock exchanges and include most of the companies which are start-ups, private companies, or that are pre-IPO companies. You can invest in unlisted shares via private deals, or via investment platform of your choosing, which is usually regulated and you have your own trustworthy entity to invest through should you go down either pathway.

These type of shares are usually relatively protected from supply/demand forces on daily price values. An investor many of them wherever you identify long-term growth. With the backing of the best consultancy firm to suggest available hidden gems the desire to invest in equity as such on the private markets can be achieved. Strong portfolio management service can also allow you to minimize a great deal of the risks, while at the same time seeking to improve your long-term returns with investments in unlisted shares.

Portfolio Diversification through Unlisted Shares

Unlisted shares represent a new way to balance your investment mix, as they are not going to be as affected by market conditions like regular shares. This will help reduce the overall risk in your portfolio. Unlisted shares tend to grow or move distinctly different to regular stocks and bonds. It provides an opportunity to invest in early-stage companies or new sectors. Incorporating unlisted shares gets you access to areas that the public markets will mainly not cover. It exposes you to sectors that the public markets won’t necessarily provide coverage on, primarily exclusive industries and private businesses.

A lot of people will use unlisted shares as a way to safeguard their wealth. You can also find data, reports and online resources to help you along the way. One of the best consultancy firms can provide guidance as you proceed. You may also be able to find firms that offer portfolio management or they can also help you develop a concrete plan. Adding in diversified areas like unlisted shares along with other sources, including listed shares, can bring considerable diversity to your investment journey.

Key Advantages of Holding Unlisted Shares

Unlisted shares provide a valuable advantage for investors in the competitive market of investing. They are a rare opportunity to invest in early-stage ideas and unlisted companies and provide value outside the public markets.

Access to Early-Stage Growth

You can invest in early-stage businesses at an early stage and it maximizes your chances of securing a strong return if the early bets pay off. The level of care and attention provided by the best consultancy firms allows you to search for and screen investment options.

Lower Correlation with Market Volatility

Unlisted shares do not react and behave in the same way as listed shares. They tend to be less impacted by or provide more stability when the market is experiencing extreme volatility. This will take away some stress associated with holding investments during a significant market drop.

More Rewarding Potential for Return Over the Long Term

They are definitely high risk, however, if the company does succeed then they are potentially a much higher reward. This can be mitigated with expert assistance from a reputable portfolio management service in selecting unlisted shares and navigating this higher risk.

Exclusive Investment Opportunities
Investment opportunities in unlisted shares are available to only a select group of investors. You will ultimately have different investment options than many investors. Invest several unlisted shares to have an advantage within your portfolio.

Tax Efficiency
Certain tax jurisdictions provide favorable tax treatment for capital gains from unlisted shares. It allows you to keep more of what you earn. Investors regularly incorporate unlisted shares into their portfolio for these reasons. Overall, unlisted shares provide added value when you select them well.

Risks and Considerations

Unlisted shares do have some risks to consider. One of them is that these shares can be harder to sell quickly, and you may need to hold for longer. Also, many companies do not offer much public information, which is why you need to do your homework. Be sure to investigate the background of the business. Meantime, learn about the market that they operate in. If you are ever unsure, engage with an expert. Use the services of Portfolio Management to craft your investing as a thinking strategy. Being in a position to invest in unlisted shares will take time. Always have a set of clearly defined requirements you want to meet with shares at all stages of your decision.

Conclusion: Unlisted Shares

A consideration about unlisted shares is that they are not for everyone. Unlisted shares need time and can be a large investment to plan. However, if you desire to generate wealth over the long term, unlisted shares present strong alternatives to investment returns. Unlisted shares will also suit individuals who want to diversify from the current listed stock. Unlisted shares also encourage you to learn about new sectors in the market. With a best in class consultancy firm as your partners, you can leverage others’ mistakes. Portfolio management services will help shape a plan that meets your financial objectives, for instance. Think about the long game when investing in unlisted shares. Know what your risk profile is. Used as a part of a considered shares portfolio, unlisted shares can add real muscle to your investment journey.

AI startups are still hot investment picks

AI the future

AI Startups Continue to Be Major Investment Picks in 2025: A Snapshot of the Rapidly Growing Landscape

Beginning in 2013, Artificial Intelligence (AI) moved from being a niche technology to a full-fledged mainstream powerhouse. In 2025, AI startups are front runners when it comes to investors, as they bring about transformations in industries. Here’s why they continue to remain hot investment choices:

The Continued Surge of Investment in AI

•          Venture Capital Majority Stake

In Q1 2025, AI startups attracted 58% of the total $73 billion global venture capital investment. This signals for investors to remain confident.

•             Against Global Macroeconomic Challenges:

Investors are cashing in on the AI platform despite various global uncertainties, aware that AI will evolve every industry.

Growth Trajectory Since 2013

•             Post-2013 Boom:

Exponential growth in the AI field occurred after 2013 with increments in machine learning, language processing, and computer vision.

•             Generative AI Breakthroughs:

The rise of generative AI models opened new avenues in content creation, design, and beyond. This has eventually drawn huge investments.

Leading AI Startups Plotting Their Path

•             Mistral AI:

The French startup Mistral AI valued at €5.8 billion in June 2024. The focus is on open-source AI, achieving an investment of €600 million.

•             Perplexity AI:

Founded in 2022, Perplexity AI grew remarkably fast to a $9-billion valuation by December 2024. The backing from Jeff Bezos and Nvidia have added a huge trust in Perplexity.

•             Core Weave:

Now moving away from crypto-mining into AI infrastructure and thus aspiring to an IPO in 2025. Core Weave is looking at a valuation of over $35 billion.

Strategic Investment Approaches

•             Practical Approach:

AI founders develop solutions at full speed through strategies such as embedding engineers with clients, after which deals are concluded just as rapidly.

•             Narrowing Potential Markets:

Investors are targeting AI startups that serve very specific market needs. This is hindering direct competition from tech giants while increasing the opportunity for growth.

New Frontiers for AI in Industry Transformation

•             Give a new face to Home Services:

AI-enabled startups such as Netic automate customer and outreach service prioritization in plumbing and electrical services.

•             Enterprise Innovation:

An indication of IBM’s acquisition of Seek AI is the great push to integrate AI into enterprise solutions. Collaboration of IBM with WIPRO and SAP to the point of data analysis and decision making. This has increased the scope of AI in business.

Key Takeaway

•             Investment Appeal for AI:

Constant capital flowing into AI startups shows that these entities have become very central in shaping this sector. Either industry or technology.

•             Strategic Positioning:

Some investors want startups that innovate along with strategic positioning for some demand in the market; somewhat demanding.

•             Further Growth:

Due to the swift evolution of the AI sector, investment and innovation opportunities will expand in the coming years.

To conclude, AI startups remain hot investment picks in 2025. Driven by their innovativeness and strategic market position together with the transformative possibilities that AI technologies hold for the various sectors.

Systematic Transfer Plan (STP) Explained!

Wondering what an STP is in mutual funds? Let’s break it down!

What is STP?
It’s a strategy where you gradually transfer your investment from one mutual fund to another — typically from a liquid or debt fund to an equity or hybrid fund.

Why STP?
1. Reduces market volatility risk
2. Gives you flexibility in transfer amount & frequency
3.Helps balance your investment against daily market fluctuations
4.Enables rupee cost averaging — a smart way to invest

Instead of putting all your money in equity at once, park your funds in a liquid fund and choose STP.

Example:
Invest ₹1,00,000 in a Liquid Fund
Transfer ₹5,000 weekly to a Flexi Cap Fund over 20 weeks
This helps you buy more units when markets dip and fewer when they rise — minimizing risk, maximizing returns!

STP = Smart, Strategic, and Stress-Free Investing!
Ready to invest wisely?

Making more money

Making more money doesn’t mean you’re winning.

Managing it well is the real deal.💼✨

You could be earning ₹1.5L and still counting pennies by the 20th…
Meanwhile, someone earning ₹80K is investing, saving, and sleeping stress-free. 😌📊

It’s not about how much you make,
It’s about what you do with it.

Here’s where people go wrong:

  • Daily latte = monthly dent ☕💸
  • EMIs that chain you down 🔗
  • Credit card perks? Fun, not wealth 💳
  • SIPs? Quietly building your future 📈

Want financial peace?
It starts with smarter choices, not fatter paychecks.

In today’s world, wealth isn’t about income—
It’s about intention.

CRUDE OIL PRICES

India imports more than 80% of its crude oil⛽, which is later refined into various petroleum products.

This crude oil bill is the largest payment we make for any single item — accounting for approximately 5% of our GDP!

Recently, the Trump tariff announcements caused crude prices to drop by 15% — a big win for us, as we get oil cheaper!

Now think of it this way:
When the main item on the menu gets cheaper, the dinner doesn’t cost much!



EFFECTS OF LOWER CRUDE PRICES 📉

– 🔻 Lower inflation
– 💰 Lower fiscal deficit
– 🔁 Stable ₹ (rupee)
– 💵 Growing dollar reserves

As long as oil prices remain low, it’s a blessing in disguise for the Indian economy!

Do you wane make money in this FY 2025-26


You are a working professional making a decent living out of your job. Your investing methods should also make money for you have so that you have a passive income through them.


𝐈𝐍𝐕𝐄𝐒𝐓 𝐈𝐓 𝐖𝐈𝐒𝐄𝐋𝐘 𝐀𝐒 𝐏𝐄𝐑 𝐓𝐇𝐄 𝐂𝐔𝐑𝐑𝐄𝐍𝐓 𝐀𝐒𝐒𝐄𝐓 𝐀𝐋𝐋𝐎𝐂𝐀𝐓𝐈𝐎𝐍 𝐒𝐄𝐍𝐀𝐑𝐈𝐎


𝐋𝐞𝐭’𝐬 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝: Various asset class and their participation in your overall portfolio. So lets say you have Rs 1000/- invested.
🎗️ Savings Account / FD (5%, Rs. 50/-)
🎗️ Mutual Funds (25%, Rs. 250/-)
🎗️ Equities / Stocks (10%, Rs. 200/-)
🎗️ Real estate (35%, Rs. 350/-)
🎗️ Govt. Schemes NPS, PPF, Sukanya (5%, Rs. 50/-)
🎗️ Bonds (5%, Rs. 50/-)
🎗️ Metals (10%, Rs. 100/-)
🎗️ Liquid Funds (5%, Rs. 50/-)

𝐏𝐨𝐢𝐧𝐭𝐬 𝐭𝐨 𝐩𝐨𝐧𝐝𝐞𝐫
👉 Don’t get confused if your investments don’t match the above.

👉This is a final dispersion of the wealth that you have created, if you are in the process, this can be used as a benchmark.

👉 Other that the savings and the liquid funds all other categories can have a (+-) deviation of 5%.

👉 If the equity markets are down you don’t have to worry, Your money is well diversified to counter it.

India Trade Surplus

Emerging economies such as India, Brazil and Vietnam, which impose tariff on US imports higher than what US charges them, are likely to draw the attention of trump.

🎗️ India charges a simple average (Overall) tariff of 12.4% on US products, while US charges 3.4% on Indian Imports.
🎗️ India runs a trade surplus worth $44 billion with the US, which has been a concern for Trump.

𝐀𝐯𝐞𝐫𝐚𝐠𝐞 𝐭𝐚𝐫𝐢𝐟𝐟- Average of all the extra amount charged from importer on total products.
𝐓𝐫𝐚𝐝𝐞 𝐒𝐮𝐫𝐩𝐥𝐮𝐬- When a country (India) has more to export than it imports from a country(US).

FIIs See SAW

☘️ FIIs have reversed their decision about withdrawing from Indian markets and go to the US markets

☘️ Their decision has not yielded any returns. Trump’s tariffs have made US markets a see saw.

☘️ Last Week the FII’s have become net buyers on Indian market after almost 6 Months

☘️ Majority of the stocks in mid and small segment have corrected to the extent of 60%
This makes them fairly valued.

SIP- Game of Patience

We come across numerous first-time investors who get 𝐩𝐚𝐧𝐢𝐜𝐤𝐞𝐝 by the downturns in the market. The voices echoes every next fortnight “ please stop my SIP” or “my portfolio is in red”. Let’s understand the market way rather than the grapevine you hear from the voices around you:

🔶 Always have your funds managed under the guidance of an analyst/planner.

🔶 Markets never go in one way, there will be blood on the dance floor.

🔶 The downturns are the golden time to invest higher amounts rather that running away or redeeming.

🔶 Investment is a long term strategy. Don’t watch your investments every week/fortnight.

Buy the “𝐏𝐀𝐍𝐈𝐂” and sell the “𝐄𝐍𝐓𝐇𝐈𝐒𝐈𝐀𝐒𝐌”. When the market is in panic of selling collect the most of the undervalued stocks/units.

𝐈𝐧𝐝𝐢𝐚’𝐬 𝐕𝐢𝐜𝐭𝐨𝐫𝐲 𝐢𝐧 𝐂𝐡𝐚𝐦𝐩𝐢𝐨𝐧𝐬 𝐓𝐫𝐨𝐩𝐡𝐲 2025 – 𝐀 𝐫𝐞𝐬𝐮𝐥𝐭 𝐰𝐨𝐫𝐭𝐡 𝐭𝐡𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭

We all are very happily satisfied and proud on the current performances of the Indian cricket team. The run to the finals of the World Cup finals in 2023 winning all the matches till the finals and the current record of winning the 24 out of 25 matches in an ICC event.
🏏 We are now hearing that the Indian cricket team is similar to the Australian team of the 2000s, lets take a back gear and understand what are the ingredients that led to this current incredible performance recipe.

🎬 𝐀 𝐒𝐨𝐥𝐢𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐚𝐬𝐞
𝐈𝐧𝐝𝐢𝐚’𝐬 𝐔 -19 teams of Men and Women are the best teams in world cricket. This creates a young pool of talent within the benches waiting to join the senior team.

𝐃𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐂𝐢𝐫𝐜𝐮𝐢𝐭 – 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧
India domestic cricket has been a continuous breeder and laboratory for budding international cricket talent.

𝐈𝐏𝐋 – 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦
Started almost 2 decades ago it has now been the most successful leagues of the world with encouraging young players to adopt the sports and also making the eligible ones stars.

𝐑𝐚𝐡𝐮𝐥 𝐃𝐫𝐚𝐯𝐢𝐝’𝐬 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 – 𝐏𝐚𝐭𝐢𝐞𝐧𝐜𝐞 & 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲
Rahul Dravid’s role as the India “A” coach can be compared to a long-term investment strategy. Dravid concentrated on developing a deep talent pool instead of seeking immediate success. His work with young cricketers laid a solid foundation. Players like Shubman Gill, Rishabh Pant, and Shreyas Iyer benefited from his long-term vision

Its not important that the returns you get today be good enough. What more important is that the future and the target of the investments meet the actual performance.