Tap Into Tomorrow: Invest in Unlisted Shares Today

Discover pre-IPO and privately held companies with growth potential. Add a strategic edge to your portfolio with carefully selected unlisted equity investments.

Click Me Explore Unlisted Opportunities

What Are Unlisted Shares ?

Unlisted shares refer to equity of companies that are not listed on stock exchanges. These may include :

Pre-IPO Companies gearing up for future listing
Subsidiaries of Listed Companies offering early entry
Privately Held Businesses with strong growth and revenue profiles(Life)

They offer an opportunity to invest in businesses at early or transitional stages—often at valuations not yet exposed to public market hype.

What We Offer

At Helmsman Financial Services, we offer a carefully curated list of unlisted companies that pass stringent qualitative and financial filters. Our process includes :

Opportunity Identification

We screen companies with strong fundamentals, governance, and listing potential.

Due Diligence & Risk Assessment

We analyze company financials, sector outlook, promoter credibility, and regulatory status.

Transaction Facilitation

From demat coordination to documentation we help you execute the trade smoothly.

Client Suitability Mapping

Not all unlisted shares are for everyone. We match opportunities with your investment horizon, liquidity preference, and risk appetite.

Valuation Benchmarking

Comparison with listed peers, recent fundraises, and internal financial ratios.

Affordability Analysis

Realistic cost estimations with future-proofing.

Investment Strategy

Monthly savings plan via SIPs or lump sums aligned with your timeline.

Loan Guidance

Help you compare home loans, understand EMI burdens, and optimize tax savings.

Risks Involved

Investing in unlisted shares carries several important risks that must be carefully considered :

Liquidity Risk : These shares are not traded on exchanges, making exit options limited and uncertain.
Valuation Uncertainty : Prices are often negotiated and may not reflect true market value.
Regulatory and Corporate Governance Risk : Less oversight and transparency than listed companies.
Business Risk : Early-stage or unlisted companies may be more vulnerable to operational or financial setbacks.
Longer Holding Periods : These investments often require patience, with returns realized only after an IPO or private sale, and typically come with a post-IPO lock-in period before shares can be sold.

That’s why we combine in-depth research with personalized advice to ensure that such opportunities are aligned with your financial situation and risk appetite.

Why Invest in Unlisted Shares ?

Pre-IPO Edge

Get in before the public does

Diversification

Reduce correlation with listed equity markets

Growth Potential

Capture value as companies scale or prepare for listing

Attractive Valuations

Lower entry price compared to post-listing multiples

However, unlisted shares are illiquid and carry higher risk, making expert selection and due diligence critical.

Why Choose Helmsman ?

Unbiased Selection We don't sell, we advise based on research and fit
Risk-Matched Recommendations Our approach considers your portfolio exposure and liquidity needs
Access to Opportunities Through industry tie-ups and network reach
Background in Fundamental Analysis Our founder’s experience as a lead analyst at CARE Ratings adds depth to our due diligence process
Ongoing Review & Exit Planning Monitor key events: IPO timelines, performance updates, and corporate actions. Provide liquidity planning & exit strategies (pre-IPO, buybacks, or grey market exit). Keep you informed of developments affecting valuation and risk.

Who Should Consider This ?

Investors seeking alternative equity exposure
Clients with long-term horizon and higher risk appetite
Professionals interested in Pre-IPO companies or private market investments

"Real opportunities often lie beyond the visible horizon."

Speak to Us About Unlisted Equity

Contact Now

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-305923 | Date of initial registration – August 31, 2024 | Current validity of ARN – August 27, 2027

Grievance Officer- Mr. Purnank Chandrakant Patel | info@helmsmanfinserv.com