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Unlisted Shares Glossary: Every Term Explained

A plain-English reference for the terms that come up when researching, buying, or selling pre-IPO and unlisted equity in India.

Unlisted Shares

Equity shares of a company that are not traded on a public stock exchange like the NSE or BSE. Ownership is transferred directly between demat accounts rather than through exchange order-matching.

Pre-IPO Shares

Unlisted shares of a company that has announced, or is expected to file for, an Initial Public Offering. Investors buy pre-IPO shares hoping the company lists at a higher valuation later.

DRHP (Draft Red Herring Prospectus)

The draft document a company files with SEBI before an IPO, disclosing its financials, risk factors, and business details. A filed DRHP is often the first public signal that an IPO is approaching.

Escrow Account

An independent bank account that holds a buyer’s payment until a condition is met — in unlisted share transactions, until the shares are confirmed credited to the buyer’s demat account. Protects both sides of the trade.

Demat Account

A dematerialized account that holds shares in electronic form, maintained through a Depository Participant (DP) linked to CDSL or NSDL. Required to hold both listed and unlisted shares in India.

CDSL / NSDL

India’s two securities depositories — Central Depository Services Limited and National Securities Depository Limited — which electronically record ownership of demat holdings, including unlisted shares.

DIS (Delivery Instruction Slip)

A signed instruction (physical or electronic, as e-DIS) authorizing a Depository Participant to transfer shares out of a demat account to another account — the mechanism used to actually deliver unlisted shares to a buyer.

CML / CMR (Client Master Report)

A document from a Depository Participant confirming a demat account’s holder details and current holdings — commonly required as proof of ownership before selling unlisted shares.

Lot Size

The minimum quantity of shares that can be bought or sold in a single transaction. Traditional unlisted-share dealers often enforce lot sizes of 500–1,000 shares; PreStocks supports buying from as little as 1 share on eligible inventory.

T+1 Settlement

A settlement cycle where shares are credited to the buyer’s demat account within 1 working day of payment confirmation.

Valuation

The estimated worth of a private company, typically set by its most recent funding round or secondary-market transactions — not a publicly quoted exchange price, since the company is not listed.

KYC (Know Your Customer)

Mandatory identity verification — PAN, Aadhaar, and bank/demat proof — required before any Indian financial platform, including unlisted-share marketplaces, can onboard a buyer or seller.

ESOP (Employee Stock Ownership Plan)

Shares granted to employees as compensation, which vest over time. Once vested and converted to actual demat holdings, ESOP shares can be sold on the secondary unlisted-share market, subject to company restrictions.

SEBI

Securities and Exchange Board of India — the regulator overseeing India’s stock exchanges, listed companies, and IPO process. SEBI does not regulate private unlisted-share transactions directly, but sets the rules a company must follow before it can list.

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