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Tag: Planify

  • Seamless investing: How Planify is changing the game

    Seamless investing: How Planify is changing the game

    Mumbai: In the dynamic world of finance, the concept of investing has traditionally been a complex and often cumbersome process, fraught with paperwork, middlemen, and a lack of transparency. However, the advent of technology has ushered in a new era of seamless investing, and at the forefront of this revolution is Planify.

    Planify, a platform designed for investors seeking access to top startups, Pre-IPOs, unicorns, and MSMEs, is redefining the investment landscape by connecting investors with entrepreneurs for hassle-free equity fundraising and angel investing. With a mission to simplify the investment process, Planify is actively working in Seed, Pre-Series A, and Series A funding, helping startups raise significant capital for their ventures.

    The platform boasts a track record, with over 300 exclusive opportunities for investors and a portfolio valuation of over ₹1600 Cr. across various companies. Over the last five years, Planify has facilitated 34+ successful exits. The minimum return on these exits has been 250%, with some exits achieving a remarkable 1,000% to 2,000% return. Planify’s approach is centered around the value of deals and returns for investors, rather than the quantity of deals, which has led to a mantra of selecting startups and unicorns that show the most promise.

    One of the key features that set Planify apart is its user-friendly mobile applications for both iOS and Android platforms. These apps provide real-time market updates, comprehensive coverage of upcoming IPOs, and in-depth resources on angel investing and startup funding. The intuitive interface ensures that users can effortlessly navigate through research reports, videos, blogs, and content, making investing a seamless experience.

    Planify’s impact on the game of investing is multifaceted:

    Accessibility: By providing a platform that is easily navigable, Planify has opened the doors to investing for a broader demographic, including those who may have been intimidated by the traditional complexities of the financial markets.

    Transparency: The platform offers a transparent view of the investment opportunities, allowing investors to make informed decisions based on comprehensive research and insights.

    Efficiency: The elimination of unnecessary steps and intermediaries in the investment process means that transactions are faster and more cost-effective.

    Support for Innovation: By facilitating funding for startups and MSMEs, Planify is fueling innovation and supporting the growth of new businesses that could shape the future of various industries.

    In recent months, Planify has rolled out several feature updates to enhance the user experience further. These updates are part of their commitment to providing a cutting-edge investment platform.

    Comprehensive Financial Services

    Planify offers a comprehensive suite of financial services that cater to a wide range of investment needs. Whether you are looking to invest in startups, pre-IPO companies, unicorns, or SMEs, Planify has you covered. The platform provides detailed analysis, real-time data, and personalized recommendations to help investors make smart choices.

    Expert Guidance and Support

    The platform is backed by a team of seasoned financial advisors who provide personalized advice and strategies tailored to each investor’s unique needs. This hands-on approach ensures that investors can make confident decisions backed by professional insights.

    Seamless Integration of Technology

    The platform integrates cutting-edge technology to offer real-time updates, automated processes, and data-driven insights. This seamless integration ensures that investors have access to the latest market trends and can execute transactions with minimal hassle.

    Commitment to Transparency

    The platform operates with a high level of transparency, providing clear information about investment opportunities, risks, and returns. Investors can access detailed reports and analytics to understand their investments better.

    Conclusion

    In conclusion, Planify is not just changing the game; it’s revolutionizing the investment Journey. By streamlining the investment process and making it more accessible, transparent, and efficient, Planify is empowering a new generation of investors and entrepreneurs, ultimately contributing to a more vibrant and inclusive financial ecosystem. As the platform continues to evolve, it will undoubtedly play a pivotal role in shaping the future of investing.

    The author of this article is Planify team.

  • Unlocking net worth with the potential of pre-IPO investments

    Unlocking net worth with the potential of pre-IPO investments

    Mumbai: Do you know that you can invest in some of the most promising and profitable companies in India before they go public? Yes, this is possible through Investing in pre-IPO shares.

    Investing in companies before they go public can be a lucrative opportunity for investors who want to get an early stake in the next big thing. However, finding and accessing such pre-IPO deals can be challenging, especially for retail investors who lack the connections and resources like institutional investors.

    What are pre-IPO investments?

    Pre-IPO shares are shares of a company that are sold to investors before the company launches its initial public offering (IPO). Pre-IPO shares offer a unique opportunity to get early access to high-growth companies and potentially earn huge returns. Pre-IPO investments occur during a company’s growth phase before its stock becomes publicly available after an IPO.

    Pre-IPO investments play a crucial role in unlocking net worth for savvy investors. Let’s explore how:

    1.   High return potential: Investing early in a company’s growth journey can yield substantial returns if the company’s value increases post-IPO.

    2.   Low allotments: Pre-IPO investments offer an opportunity to invest at a discounted valuation before shares become publicly available, avoiding the challenges of oversubscribed IPOs.

     3.  Invest in growth: Many companies choose to stay private for an extended period, and retail investors may miss out on the high-growth phase.

    The following companies show the pre-IPO share price and the expected IPO price of some of the companies that offers, and the potential return on investment:

     1.  CDSL (Central Depository Services Ltd)

    CDSL, a Mumbai-based central securities depository, had a PreIPO price of ₹60. After ~8 years, it’s now trading at ~₹1,800, boasting an impressive average annual return of ~400 per cent. A Rs. 10 lakh investment would now be worth around Rs. 3 crores.

     2.  Anandrathi

    Anand Rathi Wealth Ltd, an Indian wealth solutions company, had a PreIPO price of ₹267. After 3.4 years, it’s now at ~₹4,000, with an average annual return of ~400 per cent. A Rs. 10 lakh investment would now be worth around Rs. 1.5 crores.

     3.  BSE (Bombay Stock Exchange)

    BSE is an Indian stock exchange that allows investors to trade in stocks, equities, mutual funds, commodities, derivatives etc. BSE was available in the PreIPO at an investment price of ₹67.   After the tenure of 7 years, the current price stands at ~ ₹2,860. The investment yielded an impressive average annual return of ~595 per cent. If an individual investor has invested Rs. 10 lakhs, the value is  Rs. 4.2 Crs.  

     4.  Nazara Technologies

    Nazara Technologies, a Mumbai-based mobile gaming company and sports media platform, saw its PreIPO investment price at ₹225. After 1.5 years, the present price stands at ₹650, yielding an impressive average absolute return of ~130 per cent. For an individual investor who invested Rs. 10 lakhs, the invested value now stands at Rs. 28 lakhs.

      5. Tata Technologies Ltd

    Tata Technologies Ltd, an India-based global engineering services company offering product development and digital solutions, had a PreIPO investment price of ₹90. After approximately 3 years, the present price stands at ₹1,100, resulting in an impressive average absolute return of ~380 per cent. For an individual investor who invested Rs. 10 lakhs, the invested value now stands at Rs. 1.2 crores.

    Hot Investments in Pre-IPO

    1.   Studds: Two-Wheeler Helmets and Lifestyle Accessories

    Studds Accessories Ltd is a globally recognized brand specializing in manufacturing two-wheeler helmets and lifestyle accessories. With the strong operational fundamentals, the company has established a monopoly business, exporting to more than 40 countries.

    Financial snapshot (in Rs. Crs)

    The financials of studds accessories for the FY22-FY23 as: In FY22,  Studds Accessories recorded a total revenue of ₹466 crore in FY22 and in FY23, this figure increased to ₹504 crore. The gross profit for Studds Accessories in FY22 stood at ₹201 crore and in  FY23, it improved to ₹239 crore.

    Studds Accessories achieved an EBITDA of ₹57 crore in FY22 and  in FY23, this metric rose to ₹64 crore.  The company’s Profit Before Tax  was ₹40 crore. By FY23, it had increased to ₹47 crore. Studds Accessories’ net income in FY22 amounted to ₹29 crore. In FY23, the net income further improved to ₹34 crore.

    The earnings per share for Studds Accessories were ₹15 in FY22. By FY23, this metric had risen to ₹17. These financials indicate positive growth trends for Studds Accessories during this period.

     2.  National Stock Exchange(NSE)

    NSE is gearing up for its IPO. However, SEBI (Securities and Exchange Board of India) has set pre-conditions for NSE:

     a.  Strengthening technology infrastructure: NSE must ensure glitch-free operations for at least one year.

     b.  Enhancing corporate governance: NSE needs to improve its standards of corporate governance before filing for the IPO.

    Financial snapshot (in Rs. Crs)

    NSE recorded a total revenue of  ₹8,652 crore and in FY22, this figure increased to ₹12,347 crore in FY23. NSE  achieved an EBITDA of ₹6,944 crore in FY22 and  in FY23, this metric rose to ₹10,121 crore.  The company’s Profit Before Tax  was ₹6,810 crore. By FY23, it had increased to ₹10,386 crore. NSE net income in FY22 amounted to ₹5,111 crore.  In FY23, the net income further improved to ₹7,846 crore.

    The earnings per share for NSE were ₹105 in FY22. By FY23, this metric had risen to ₹149. These financials indicate positive growth trends for Studds Accessories during this period.

    Both Studds and NSE represent exciting investment opportunities in the pre-IPO space. Whether you’re eyeing innovative lifestyle accessories or the backbone of India’s stock market, these ventures are worth exploring!

    However, investing in pre-IPO shares isn’t always easy, as it entails uncertainties and regulations. That’s why you need a reliable and trustworthy platform that can help you find, buy, and sell pre-IPO shares in India. So, whether you’re a seasoned investor or just dipping your toes into the investment waters, consider exploring the exciting world of pre-IPO stocks.

    The article has been authored by Planify founder & CEO Rajesh Singla.

  • Planify employs a meticulous approach to identify hidden gems among companies

    Planify employs a meticulous approach to identify hidden gems among companies

    Mumbai: Planify is the biggest startup platform to invest in Startups, pre-IPO & Unicorns. Planify is an integrated marketplace that connects entrepreneurs with investors for hassle-free equity fundraising, helps liquidate early investors to sell their existing investment in startups, and provides opportunity to new investors to invest in these Startups, PreIPO and Unicorns. Planify’s vision is to become the go-to place for the angel investing, entrepreneurship, and startup wave in India & Its mission is to fund every entrepreneur to help them gain early access to financial and strategic capital, to propel their company’s growth.

    Rajesh Singla is a market veteran and has experience of 15+ years working in the field of Private Equity, stock markets, angel investments & startups. Singla started Planify in Feb 2019, where he is actively involved in asset and wealth management and has over five years of expertise in managing capital pools of various angel investors. As part of Planify, he has delivered 250+ exclusive opportunities for investors and has 31+ successful exits providing 250% – 2,000% returns.• Overall, Planify-backed investment opportunities produce annual returns of more than 50%.

    Indiantelevision.com caught up with Singla where he shared valuable insights regarding strategies, growth, expansion plans and much more…

    Edited excerpts

    On unique strategies Planify employs when evaluating potential startups for investment

    Planify Unique Service Proposition is the extensive work carried out on our platform to enable ease of Investments into startups.

    We follow a ‘4-S Due Diligence Model’. The 4-S Model may be classified as follows:

    1. Supply-Demand Gap: The first thing we look at is whether the Company has a readily available market & is it being able to adequately fulfill the requirements with its products.

    2. Solving Real-life problems: Identifying companies that solve real-life problems involves recognizing those dedicated to impactful solutions, often leveraging innovation and technology.

    3. Scrutinize Moat: Scrutinizing Moat involves identifying companies that have a distinctive advantage over their industry peers. The advantage could be in technology or in having access to a larger market or even a better supply chain.  

    4. Sustainable Business Model: It involves identifying those companies prioritising long-term environmental, social, and economic impact. Such companies strategically integrate sustainable practices, contributing to their resilience and positive influence on the global ecosystem.

    On the company navigating the risks associated with pre-IPO investments in the dynamic startup landscape

    Planify employs a meticulous approach to identify hidden gems among companies, seeking undervalued opportunities. Rigorous due diligence, market analysis, and a keen understanding of emerging trends enable strategic investment decisions, ensuring that the company identifies and nurtures promising ventures poised for growth in the ever-evolving startup ecosystem. This proactive approach minimizes risks and positions the company to capitalize on undervalued counters, contributing to a robust and diversified investment portfolio. Following this approach the company has been able to facilitate some very highly successful exits for investors.

    An investment of 3.1 crores across 31 startups (10 Lac each in these Startups, pre-IPOs, and SMEs) is presently valued at 17 Cr. providing absolute returns of ~450% and CAGR returns of a whopping 117% every year.

    On supporting the growth and scalability of the startups it invests in beyond just financial backing

    In supporting the growth and scalability of the startups that Planify invests in, the company goes beyond financial backing through a multifaceted approach:

    a) Prarambh – It serves as the founders’ fundraising toolkit which includes assistance with Due Diligence, Term sheets, Equity Restructuring, Pitch decks, Valuations, and Projections.

    b) Strategic Consulting – Providing strategic guidance and mentorship to startups, leveraging industry expertise and insights to enhance their business operations and decision-making.

    c) Networking – Facilitating networking opportunities for startups, connecting them with industry professionals, potential partners, and investors to broaden their collaborative ecosystem. Planify goes one step further to establish the connection between the startup & consumers.

    On the company playing in assisting startups in their journey from the initial stages to achieving unicorn status

    Planify is emerging as a pioneering catalyst, guiding startups seamlessly from inception to unicorn status. We offer an array of support, ensuring founders concentrate on their core competencies.

    a) Prarambh – It serves as the founders’ fundraising toolkit which includes assistance with Due Diligence, Term sheets, Equity Restructuring, Pitch decks, Valuations, and Projections.

    b) Fundraising – We expertly navigate the fundraising journey, turning obstacles into stepping stones for ambitious startups. Planify facilitates fundraising through 3 different categories namely:

       Seed Funding: Planify facilitates fundraising worth Rs. 0.25 Cr. to Rs. 5 Cr. in the Seed Funding category.

       Startup Funding: Planify facilitates fundraising worth Rs. 5 Cr. to Rs. 25 Cr. in the Startup Funding category.

       Growth Funding: Planify facilitates fundraising worth Rs. 25 Cr. to Rs. 50+ Cr. in the Growth Funding category.

    c) SME – Planify positions itself as an Anchor Investor in SME IPOs, collaborating with Merchant Bankers to provide crucial support to these companies during their listing process. This strategic role showcases Planify’s commitment to fostering growth in the SME sector by facilitating access to capital and navigating the complexities of the IPO journey for emerging businesses.

    d) Mainboard IPOs – Planify actively subscribes to Mainboard IPOs, offering its investors early access to lucrative opportunities via Pre-IPOs. This strategic approach enables Planify investors to participate in high-growth undervalued businesses, providing a valuable avenue for diversification and potential returns.

    With Planify, startups find a trusted partner committed to propelling them toward unicorn status.

    On the company’s growth in the next 3-4 years

    The company envisions robust growth over the next 3-4 years, with strategic expansion plans. Planify plans to pursue a 5-prong approach for expansion. This approach includes the following:

    a) Pre-IPO: Planify recognized a significant market challenge where IPOs were frequently oversubscribed, leaving investors struggling to discover promising Angel Investment opportunities. Simultaneously, high-potential startups faced difficulties in securing funds for growth. Planify positioned itself as a crucial link between investors and founders, focusing on pre-IPO investments. With a portfolio of 300+ pre-IPO investment opportunities, Planify has facilitated transactions exceeding Rs. 250 Cr. Essentially, Planify is bringing order to the previously unorganized realm of investment banking.

    b) SME IPO: Planify empowers SMEs by facilitating their IPO journey, unlocking new opportunities for growth and expansion. With a streamlined process and expert guidance, Planify ensures that SMEs can access the capital market efficiently, enhancing visibility and attracting potential investors for sustainable business development.

    c) Fundraising: Planify excels in facilitating seamless fundraising for businesses. Leveraging its robust platform, it provides a comprehensive suite of services, including financial expertise, marketing support, and strategic guidance, ensuring that companies can navigate the fundraising landscape successfully and secure the capital needed for their growth and success. Planify has facilitated Rs. 100+ Cr. worth of fundraising across 20+ startups.

    d) Launchpad: Planify’s latest offering, Launchpad, provides a unique opportunity for startups to showcase their potential on the platform for a year, garnering attention and support from investors. With over 20 startups already leveraging Launchpad, the platform has proven to be an effective avenue for fundraising, enabling these ventures to secure the necessary capital for their expansion and development.

    e) VentureX Fund: Planify is set to establish itself as a Venture Capital Fund (Category 1) under the name VentureX, with a minimum commitment of Rs. 1 Cr. Investors opting for specific ticket sizes must meet money calls. Planify is dedicated to judiciously deploying these funds in the initial two years through strategic investments in promising companies. This structured approach ensures proportional financial participation from investors across different investment tiers.

    f) Subscriptions: Planify has rolled out a groundbreaking Prime Membership & pro Membership feature for just Rs. 999/- & Rs. 2400/- annually. This membership offers exclusive benefits, including early access to over 300 comprehensive research reports, advanced screeners, networking opportunities, valuations, and capital table insights. Additionally, members gain access to the Angel Investment Masterclass, monthly newsletters, blogs, and videos. The prime membership also provides exclusive updates on pre-IPOs of emerging startups in India, enhancing the overall investment experience for Planify users.

    By investing in a subscription, users gain a competitive edge in their financial decision-making processes, making Planify’s database a valuable resource for Angel investors, micro-VCs, Venture Capitalists, Family Offices, Channel Partners, Stockbrokers, Agents, and businesses alike.