Press Release

Planify Launches Advanced New  Features for Channel Partners

Planify, a leading platform for investing in startups, pre-IPOs, and unicorns, is excited to announce the launch of its advanced Buy-Sell Dashboard and Enhanced CRM and order Book Features for Channel Partners.

We’ve launched an advanced Buy-Sell Dashboard to simplify and revolutionise the investment process in the unlisted and pre-IPO space. Like online discount brokers, you can now easily buy and sell shares of pre-IPO, SMEs, and unicorn companies without human intervention.

It offers the features that empower you to:

  • Track Your Investments: Monitor all your investments in one place with real-time data on market trends, stock performance, and private equity opportunities.
  • Watchlist Creation: Create personalised watchlists to track specific stocks or companies you’re interested in. Tailor your watchlist to suit your investment preferences.
  • Bid Placement: You can buy or sell shares by setting your bid price or opting for the market price, giving you flexibility over transactions.
  • Detailed Portfolio Views: Access a comprehensive view of your portfolio performance and market activity to manage your investments effectively.
  • Insights on Active Stocks: Get detailed insights into the most active stocks by volume and value to make better decisions.

CRM and Orderbook

We are excited to introduce CRM, a powerful tool to streamline and enhance your investment tracking experience.

  • Manage your Investors—CRM allows you to manage all your investors in one place, providing comprehensive insights, efficient tracking capabilities, and monitoring the portfolio’s overall performance.
  • CRM allows you to seamlessly track every interaction with your investors—from initial conversations to follow-ups to payment schedules.
  • This tool will enable you to review and manage investor portfolios more efficiently, ensuring that every aspect of their journey is carefully monitored.
  • Payment Wallet Link—You can share wallet payment links directly through the CRM, enabling investors to add funds easily and helping them top up their wallets as needed.
  • Orderbook & Commissions — This system empowers you to create your orderbook and manage commissions based on specific scenarios, streamlining the entire process to your requirements.
  • Create a Team — The CRM enables you to add partners, monitor your team’s business progress, and track your partners’ investments.

Quote from the CEO:

“We are confident that these tools will significantly improve your efficiency and help you manage relationships more effectively as you focus on growing your investments, said Rajesh Singla, CEO of Planify. “We have made the investment journey more manageable and accessible for investors looking to capitalise on the high-potential pre-IPO and unlisted market. Investors can now invest in private companies, startups, SMEs, and unicorns with just a click of a button.

We believe these tools will significantly benefit you, enabling you to manage investors’ portfolios more effectively and capitalise on new opportunities.

About Planify:

Planify is an investment platform that connects investors with high-potential startups, pre-IPOs, and unicorns. Our mission is to democratise access to private markets and provide investors with the tools and resources they need to achieve their financial goals. With a focus on innovation and user experience, Planify continues to transform the investment landscape.