Resources

Everything You Need to Trade Unlisted Shares With Confidence.

Research, tax guidance, KYC and a clear path from enquiry to settlement.

Research Notes

Company & Sector Notes From Our Research Desk.

Report · 2026

Pre-IPO Landscape in India: Key Trends to Watch

Read More

Report · 2026

Family Office Allocation Trends Across Private Markets

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All Research Notes

Browse the full archive on our Insights page.

View Insights

Tax Guide

How Gains on Unlisted Shares Are Taxed.

A quick reference on capital gains treatment for unlisted equity shares in India, current as of FY 2025–26 (AY 2026–27):

  • Shares held for more than 24 months qualify as long-term. Long-term gains are taxed at a flat 12.5%, without indexation.
  • Shares held for 24 months or less are short-term; gains are added to income and taxed at your applicable income-tax slab rate.
  • Unlike listed equity, unlisted shares do not get the ₹1.25 lakh annual LTCG exemption under Section 112A.

This is general information for private discussion, not personalised tax advice, and tax rules can change. Please confirm current rates and your specific position with a qualified chartered accountant or tax advisor before filing.

Ask Our Team

Quick Reference

Long-term (>24 months)12.5% flat
Short-term (≤24 months)Slab rate
Indexation benefitNot available

Events Calendar

Roundtables, Webinars & Investor Meets.

Our events calendar is being finalised. Reach out to be notified when dates are announced, or ask about past sessions.

Investor Roundtable

Date to be announced — Kolkata

Pre-IPO Market Webinar

Date to be announced — Online

Wealth Manager Meet

Date to be announced — Mumbai

KYC

What You'll Need to Get Onboarded.

Standard documentation for individual investors. Requirements can vary by investor category (NRI, institution, family office) — our team will confirm the exact list for your case.

Start Onboarding

PAN Card

Aadhaar / Address Proof

Bank Proof / Cancelled Cheque

Demat Account Details

Trade, Step by Step

From First Call to Settled Trade.

A guided, relationship-led process — not a self-serve checkout.

01

Connect

Speak with a Sarffin relationship manager about what you want to buy, sell or raise. We share context, indicative terms and next steps.

02

Diligence & Structuring

Our research and advisory teams run commercial, financial and DDQ review, then structure the transaction around your objectives.

03

Execute & Settle

We coordinate documentation, KYC and settlement end-to-end — with full visibility until shares or funds are confirmed.

Tools

Research & Pricing Tools.

Free tools from the Sarffin desk to help you track and evaluate private-market opportunities.

Still Have Questions?

Talk to Our Team.

Get in Touch