What Planify does

Planify is an India-based digital marketplace that enables accredited and retail investors to discover, transact in, and manage positions in unlisted shares and pre-IPO equities. The platform lists 1,600+ private companies, supports end-to-end transaction workflows (KYC verification in ~2 minutes, order-book placement, payments via UPI/NEFT/RTGS, and Demat settlement within 24 hours), and layers on analytical tools including a screener, market events calendar, factsheets, analyst ratings, price and revenue/EPS forecasts, and an investor risk tool. Subscription tiers (Free, Prime, Pro) gate advanced analytics, masterclasses, an Angel Network, and discussion boards, generating recurring revenue on top of transaction facilitation fees.

The business operates a multi-segment model. Beyond the core secondary marketplace for retail investors, Planify runs a dedicated ESOP Management & Liquidation Platform that has served employees at companies including Paytm, ixigo, and boAt (₹200 Cr+ ESOPs sold across 35+ startups and 450+ employees). It also offers primary capital-raising services (Pre-IPO Fundraising, Prarambh for early-stage startups, SME IPO advisory, and Valuations), as well as a Shark Tank-style pitch surface and a content ecosystem (Masterclass, Training Module, Research Reports, Planify Feed). Distribution is extended through a Sourcing Partner Program that recruits CAs, CSs, merchant bankers, strategic advisors, and business coaches, with partners earning 50% of facilitation fees.

Founded by Rajesh Singla (CEO, with 17+ years in listed and unlisted markets) and headquartered in Gurgaon, Planify is a private Indian company operating exclusively in the domestic market. Reported scale signals include 96K+ active investors, ₹500 Cr+ in facilitated deals, ₹100 Cr+ in facilitated fundraising, 34+ successful exits, and 25K+ monthly active users on its iOS and Android applications. Revenue is not publicly disclosed; the company monetizes primarily through transaction facilitation fees on the marketplace and ESOP product, complemented by subscription revenue and partner-channel referral economics.

Name

Planify

Legal name

Planify

Website

https://planify.in

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

Planify is an India-based digital marketplace that lets accredited investors discover, buy, and sell unlisted and pre-IPO shares across 1,600+ private companies, with KYC, Demat settlement, analytics tools, and ESOP liquidity services for startup employees.

Ownership category

akta.pro rank

Headquarters

HQ city

Gurugram

HQ country

India

HQ region

Asia

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. Transaction Facilitation Fees: Facilitation fees charged on buy/sell transactions of unlisted and pre-IPO shares on the platform. Users pay through the platform and shares are transferred upon confirmation.
2. Subscription Plans (Free, Prime, Pro): Tiered subscription model - Free tier with basic features, Prime tier with screener, fact sheets, and community access, Pro tier with angel network access, masterclasses, private recommendations, and card-based guidance
3. ESOP Liquidity Services: Facilitation of ESOP share sales for employees of startups. Company receives fees for listing and liquidating ESOPs. Assisted employees of Paytm, ixigo and boAt in 2023.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels9 records

Core offering

Planify operates a digital marketplace platform that enables Indian investors to discover, buy, and sell unlisted and pre-IPO shares, supported by KYC verification, order-book execution, UPI/NEFT/RTGS payments, and 24-hour Demat delivery. The offering extends to ESOP liquidation services for startup employees, pre-IPO fundraising and valuation support for companies, and tiered subscription access (Prime, Pro) to analytical tools such as Screener, Factsheets, Portfolio Suggestions, and Masterclasses.

Product overview

Planify is a multi-sided investment platform operating as a unified marketplace and suite of tools for investing in unlisted shares and pre-IPO stocks in India. Its core product is the Planify Platform (core marketplace), which enables accredited investors to discover, buy, and sell unlisted securities across 1,600+ private companies. The platform is architected as a platform-plus-modules system: the core marketplace is supported by an ecosystem of analytical and educational tools — Screener, Markets, Factsheet, and Portfolio Suggestions (with Strong Buy/Buy/Neutral/Sell/Strong Sell ratings) for research and stock selection; Buy Sell Dashboard and Investor Risk Tool for transaction execution and risk assessment; and Market Events for tracking corporate actions such as stock splits, bonus issues, rights issues, buybacks, and dividends. Investor education is handled via Masterclass and Training Module. The platform serves multiple user segments through distinct programs: retail investors access the marketplace and tools directly; employees with ESOPs use the dedicated ESOP Management & Liquidation Platform (covering cap table management, ROFR grants, tax computation, and buybacks); and startups access fundraising via Pre IPO Fundraising, Prarambh, SME IPO, and Valuations modules. Two partnership programs — Channel Partner and Sourcing Partner — extend the platform's distribution. Access to advanced analytical features is gated behind subscription tiers: Free (basic screener and order book), Prime (customizable screens, fact sheets, analyst ratings, price forecasts, newsletters), and Pro (adds private stock recommendations, Angel Network, masterclasses, and discussion boards). Research Reports provide detailed company profiles for hundreds of listed, pre-IPO, and unlisted companies. The platform also offers a native mobile app for iOS and Android and generates curated content through Planify Feed, web stories, news articles, and videos. Transaction processing supports UPI, NEFT, and RTGS payments with 24-hour share delivery to DEMAT accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• Planify Platform (Unlisted and Pre-IPO Marketplace) Digital marketplace where Indian investors discover, buy, and sell unlisted and pre-IPO shares of 1,600+ private companies, with integrated KYC verification, order-book execution, UPI/NEFT/RTGS payments, and 24-hour Demat share delivery.
• ESOP Management and Liquidation Platform Platform enabling startup employees to liquidate vested ESOP shares, with cap table management, ROFR coordination, tax computation support, and buyback processing across 35+ startups including Paytm, ixigo, and boAt.
• Pre-IPO Fundraising Service Capital-raising service that matches pre-IPO companies with investors from Planify's 1,00,000+ investor network, including valuation support and fundraising strategy.
• Valuation Services Standalone valuation services and tools to help businesses determine fair market value ahead of fundraising, ESOP issuance, or exchange listing.
• SME IPO Advisory Service Advisory and support services for small and medium enterprises seeking to list on Indian stock exchanges through the SME IPO route.
• Planify Mobile Application Native iOS and Android application delivering real-time alerts, market tools, screener, portfolio dashboard, and exclusive private-market deal notifications to investors.

Quantifiable outcome

• Shares reflected in Demat account within 24 hours of payment processing
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Five partnerships are on record, tiered core.

• Chartered Accountants (CAs)coreChannel Partner/ Reseller/ DistributorProfessional network of Chartered Accountants who act as sourcing partners, referring startups and companies to Planify for fundraising or investment opportunities. Partners earn 50% of facilitation fees on successful deals.
• Company Secretaries (CSs)coreChannel Partner/ Reseller/ DistributorCompany Secretaries serving as sourcing partners, leveraging their network to connect companies with Planify's investor network for fundraising activities.
• Merchant BankerscoreChannel Partner/ Reseller/ DistributorMerchant bankers referring companies preparing for IPO or seeking private funding to Planify's ecosystem of investors.
• Strategic AdvisorscoreStrategic or Co-development PartnerStrategic advisors collaborating with Planify to identify and nurture high-potential investment opportunities, contributing to startup success.
• Business CoachescoreChannel Partner/ Reseller/ DistributorBusiness coaches referring entrepreneurial clients to Planify's funding ecosystem and investment opportunities.

Scale indicators18 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Stocko: Indian marketplace focused on buying and selling unlisted and pre-IPO shares, with a similar retail-investor focus and transaction-fee business model directly overlapping with Planify's core marketplace.
• UnlistedZone: Platform offering access to unlisted and pre-IPO shares in India, with research and price-discovery tooling closely mirroring Planify's marketplace-plus-research positioning.
• Sharescart: Indian unlisted-shares trading platform with comparable buyer-seller matching and price-discovery functionality, competing for the same retail-investor wallet as Planify.

Broad incumbents

• EquityZen: US-based private-shares marketplace offering pre-IPO and ESOP liquidity to accredited investors, broader in scale and geography but operating the same fundamental two-sided platform model as Planify.
• Forge Global: Global private-securities marketplace providing price discovery, trading, and execution in pre-IPO shares; while broader in scope and global in geography, its core product is the same unlisted-share transaction platform Planify runs in India.
• Zerodha: India's largest retail stock broker; while its core product is listed-market trading, its scale, brand, and Demat-account ownership put it in a position to enter the pre-IPO space and absorb retail-investor flows Planify currently captures.
• Groww: Major Indian retail-investing platform with a large active-investor base and expanding product surface; a potential incumbent entrant that could bundle pre-IPO access alongside its existing listed-market and mutual fund offerings.
• PhonePe (Appreciate): PhonePe's Appreciate platform offers ESOP-related services for startup employees in India, overlapping with Planify's ESOP Liquidation product from a much larger incumbent leveraging PhonePe's massive retail user base.

Emerging players

• Hiive: Canadian private-share marketplace providing liquidity in private company stock, comparable in product surface (private-share transactions plus structured investor onboarding) but smaller in scale than Planify in its home market.
• Windmill Capital: Indian platform focused on private-market and pre-IPO investment opportunities for retail investors, addressing the same investor need as Planify with a narrower product surface.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/PlanifyIndia
• Facebookfacebook.com/planify.in
• LinkedInlinkedin.com/company/14438610

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planify