Steps to Buy Unlisted Shares
Steps 1
A deal is established through WhatsApp or phone conversation between an investment specialist of UnlistedGuru LLP and the buyer on the quantity and price of identified script(s).
Steps 2
UnlistedGuru LLP will send a detailed offer email of the deal (including KYC), which must be accepted by the buyer on the same day in order for us to block the quantity and rate. Payment and delivery takes place on the same day or the following day, as agreed in Step 1.
Steps 3
Post acceptance, the buyer will provide their KYC [including a copy of PAN, Cancelled Cheque, Client Master List (CML) and Aadhar card]. The deal gets confirmed once the documents provided are in order.
Steps 4
The buyer adds UnlistedGuru LLP as a beneficiary in their bank account, transfers the deal amount (as per the agreed rate) and will share the payment
reference ID with us.
Steps 5
We will transfer the shares to the buyer’s demat account on the same day (before 8 PM) and notify the buyer through Email, WhatsApp and Phone Call.
Steps 6
UnlistedGuru LLP will send an invoice for the deal with the buyer on the next day.
Steps to Sell Unlisted Shares
Steps 1
A deal is established through WhatsApp or phone conversation between an investment specialist of UnlistedGuru LLP and the seller on the quantity and price of identified script(s).
Steps 2
UnlistedGuru LLP will send a detailed offer email of the deal (including KYC), which must be accepted by the seller on the same day in order to block the quantity and rate. Payment and delivery might take place on the same day or the following day, as agreed in Step 1.
Steps 3
Post acceptance, the seller will *provide the KYC* (including copy of PAN, cancelled cheque, client master list (CML), delivery instruction slip (DIS), latest demat holding and Aadhar card). The deal gets confirmed once the documents provided are in order.
Steps 4
The Seller will transfer shares to UnlistedGuru LLPs demat account and will provide us with an acknowledgement of the physical DIS.
Steps 5
UnlistedGuru LLP will make the payment to the seller on the same day of the deal amount (post credit of shares in our demat account).
Steps 6
UnlistedGuru LLP will send an invoice for the deal with the seller on the next day.