EquityList streamlines approvals and payments by automating exercise workflows, ensures SEBI compliance, and integrates seamlessly with your existing systems.
Our platform can be used straight out-of-the-box or customized to fit your needs.
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Trusted by leading public listed companies
The Challenge
Still juggling multiple spreadsheets for ESOP tasks? Simple mistakes creep in, causing confusion and wasted time
Manual reconciliation creates bottlenecks and errors that frustrate employees and burden your team
Redundant data entry for registrars is tedious and error-prone. Any compliance mistakes can hold up final share allocations
THE SOLUTION
Employees can see grants, vesting progress, and an updated FMV (based on opening and closing prices) the moment trading ends. They can act quickly, finalize any taxes, and exercise on their own—no need to involve HR.
View real-time share price data post-market close
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Check perquisite tax obligations before exercising
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Finalize everything online, with minimal back-and-forth
Offer flexible payment methods and real-time tax info, while sparing your finance team from manual reconciliations.
Let employees pay via credit cards, NEFT/RTGS, Net Banking, cheques, or challans
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Automatically reconcile each transaction, including partial payments
Show perquisite taxes upfront so employees know what they owe
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EquityList auto-fills employee demat info into the ‘Annexure’ after an exercise. You send it to the registrar, then re-upload the finalized file to update your records instantly.
Eliminate repetitive data entry for each new allotment
Avoid small errors that can lead to major delays
Keep a clear trail of every step for easy reference
When hundreds of employees exercise on the same day, manual processes strain under the weight. EquityList handles large-scale allotments with ease.
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Maker-checker workflows and live share updates for every transaction
Generate instant exercise and allotment reports with a single-click
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Multi-entity management for subsidiaries or group companies
One single dashboard. No more juggling multiple spreadsheets.
View your ESOP Trust’s share balance and value in real time—automatically updated with every primary and secondary acquisition
Configure maker-checker steps for each allotment
Assign role-based permissions so Finance, Compliance, and HR don’t overlap
Public companies face Board approvals, partial payments, and other regulatory hurdles. EquityList streamlines every step so you can focus on growth, not paperwork.
Tackle insider trading windows and logs with minimal hassle
Collect sign-offs from Board and NRC without drowning in email
Keep your compliance team confident and audit-ready
Book a demo now to see how EquityList manages ESOP Trust-based allotments, daily exercises, payment integrations, and tax calculations—all under SEBI compliance.
Give your employees a simpler way to exercise, and free your finance, compliance, and HR teams from manual tasks. This is the future of equity management for India’s public listed companies.
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Yaswanth Goteti
Head of People, Fincent
Chithra Ramachandran
Director - People, smallcase
Rupal Rajal
Head HR, Rupifi
Bikramjit Singh
Head of Business HR
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