Please find below the procedure for buying Hero motors Limited at RookCapital.

1. You confirm booking of Hero motors Limited Unlisted Shares with us at a trading price.

2. You provide your client master report (ask the broker if not available) along with PAN Card and Cancelled Cheque in case you are not transferring funds from the bank account as mentioned in the CMR Copy. These are KYC documents required as per SEBI regulations.

3. We Will Provide the Bank details. You need to transfer funds to that account.

4. Payment has to be done in RTGS/NEFT/IMPS CHEQUE TRANSFER. No CASH DEPOSIT.

5. Payment has to be done from the same account in which shares are to be credited.

We will transfer the shares in 24 hours if funds are credited before 2 pm. Important

Note: Please note that the lock-in period for selling Hero motors Limited Unlisted Shares is 6 months after listing. Hence, you can’t sell Hero motors Limited Unlisted Shares which you bought in Pre-IPO for 6 months after its listing. i.e., You can sell it only after 6 months calculated from the listing date. For any queries, please contact us at sales@rookcapital.in

Please find below the procedure for selling Hero motors Limited at RookCapital.

1. We will confirm our buying price of Hero motors Limited.

2. We will give you our client master report and you will transfer Hero motors Limited to our demat account.

3. We will ask for your bank details once Hero motors Limited are received in our demat account.

4. We will transfer the funds to your bank account within 24 hrs of receiving Hero motors Limited.

5. Payment will be made in RTGS / NEFT / CHEQUE TRANSFER/IMPS. No CASH DEPOSIT.

6. Payment will be given in the same account which is linked to the demat account or you need to provide the cancelled cheque showing your name to verify. As per SEBI regulations, the transfer of funds to a third-party account is not legal and our policy refrains us from doing so.

Note: The price at which we are buying is fixed for 3 days. If you can't sell your stock within 3 days, then the price of that day will be applicable when we receive the shares in our demat.

You need to submit your Client Master List (CML) copy, PAN card, Aadhar card, and a cancelled cheque for KYC purposes.

Investing in NSE Unlisted Shares involves risks like limited liquidity, regulatory changes, and the potential delay in share transfer due to the requirement of board approval. Investors should also consider the market conditions and the company's financial performance before investing.

There are no additional costs such as stamp papers, document preparation charges, or consultant fees.

Stamp Duty and DP charges are now included in the price of the shares, making the transaction completely transparent and all-inclusive.

The earlier process — which used to take up to three months (1–1.5 months for name approval and another month for share transfer) — has now been replaced by a single-day, seamless transfer system effective from 23 March 2025.

Buying NSE Unlisted Shares — Current Process (After 23.03.2025) The process of buying NSE unlisted shares is now instant and hassle-free:

Provide Basic KYC Documents: You only need to submit the following for name approval and compliance:

Client Master List (CML) copy

PAN card

Cancelled cheque

Same-Day Credit of Shares: Once your KYC is verified and payment is completed, shares are credited to your Demat account on the same day.

No Share Purchase Agreement (SPA), annexures, broker verification letter, or DIS slips are required anymore.

The earlier process that took up to three months has been completely replaced by a single-day, seamless transfer system effective from 23 March 2025.

Valuation Methodology at RookCapital for Hero motors Limited

At RookCapital, we employ a meticulous and strategic approach to valuing Hero motors Limited, utilizing two primary methods: Benchmark Valuation Based on Latest Funding:

1. Our first step is to examine the most recent funding round for Hero motors Limited. This provides us with a benchmark valuation, offering a clear indication of the company's current market value as perceived by investors and industry experts. This method is particularly effective in capturing the latest market sentiment and financial health of the company.

2. Comparison with Listed Peers: In cases where there hasn't been recent funding for Hero motors Limited, we adopt a comparative approach. This involves identifying a business in the listed market that closely resembles Hero motors Limited in terms of industry, size, and business model. By comparing and contrasting the two, we can ascertain a fair valuation for Hero motors Limited, drawing on the market data and performance metrics of its listed counterpart.

Investor Advisory: As experts in the unlisted space, we at RookCapital emphasize the importance of thorough risk assessment to all our investors. It's crucial to evaluate all risk parameters carefully before investing in unlisted shares. This due diligence is key to making informed and strategic investment decisions in the dynamic and evolving unlisted market.

"The price of Hero motors Limited can be checked in two ways. First, you can join our Telegram channel, where we share the latest prices of all unlisted shares daily in the morning. Secondly, you can check price on our RookCapital platform to view historical graphs and prices of all shares in one place."

The Hero motors Limited are credited in the demat account on the same day as the transfer of funds into our company's bank account.

When shares initially bought in the unlisted market become listed, the taxation rules change significantly if these shares are sold through a stock exchange. Here's what investors need to know:

Transition to Listed Market Tax Rates: 
Once unlisted shares are listed on the stock exchange and subsequently sold, the tax rates applicable to listed securities come into effect. This shift means that the favorable tax treatments for listed shares, as per the prevailing tax laws, will apply.

Taxation Based on Holding Period: 
The crucial factor in determining the type of capital gains tax (Long-term or Short-term) is the holding period of the shares. Importantly, this period is calculated from the original purchase date when the shares were unlisted.

Long-term vs. Short-term Capital Gains: If the shares are sold after being held for more than one year from the date of purchase (including the period when they were unlisted), they are subject to Long-term Capital Gains (LTCG) tax.

Conversely, if sold within one year, Short-term Capital Gains (STCG) tax rates apply.

Significance for Investors: This information is vital for investors in the unlisted market, as it impacts their tax planning and decision-making process. Understanding these nuances ensures that investors can strategically plan the sale of their shares post-listing to optimize tax implications.

Advice for Investors: It's advisable for investors to keep a record of their purchase dates and monitor the listing dates closely. Additionally, staying updated with the latest tax regulations or consulting with a financial advisor is recommended for accurate tax calculations and compliance.