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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.
Trusted by leading public listed companies
The Challenge
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.
Offer flexible payment methods and real-time tax info, while sparing your finance team from manual reconciliations.
When hundreds of employees exercise on the same day, manual processes strain under the weight. EquityList handles large-scale allotments with ease.
One single dashboard. No more juggling multiple spreadsheets.
Public companies face Board approvals, partial payments, and other regulatory hurdles. EquityList streamlines every step so you can focus on growth, not paperwork.
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.
Bikramjit Sin
Head of Business HR
Yaswanth Goteti
Head of People, Fincent
Chithra Ramachandran
Director - People, smallcase
Rupal Rajal
Head HR, Rupifi
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EquityList is built around MCA guidelines for employee stock options and we track SEBI updates closely, adding new safeguards as rules change. The platform gives you the tools like grant‑window checks, audit trails, ready‑to‑file reports but your board and advisors remain responsible for the final legal and tax filings.
Always review EquityList outputs with them before you submit anything to regulators.
Every change, whether it's an update to a vesting schedule or a demat account detail, is logged with the user, timestamp, and full change history. Access controls are granular, so only authorized roles can make sensitive changes. This builds transparency and gives teams confidence that nothing slips through the cracks.
Yes. When customers go public, we help update their ESOP plans for SEBI compliance, set up workflows specific to listed companies such as capturing demat details, enforcing trading hour restrictions, and fetching real-time FMV data from stock exchanges. We ensure full continuity of existing grant data and employee records during the transition.
Yes. EquityList supports mapping different bank accounts to specific payout use cases — like employee exercises, buybacks, or tax withholding. This enables better treasury control and simplifies reconciliation.
Yes, notifications are built-in. Grant holders receive timely alerts about upcoming vesting, open exercise windows, and approaching expiry deadlines, helping them take action on time and reducing the need for manual reminders.
Yes. You can upload your own templates and company letterhead to generate custom letters. These letters can be digitally signed and issued directly through the platform, ensuring consistency while reflecting your company’s branding and legal requirements.
Note: This feature is available on select pricing plans. Please reach out to us to know more (or email help@equitylist.co).
You’ll be assigned a dedicated onboarding manager who will guide you through the full setup—from configuring your ESOP plan to importing existing grant data and running a data audit.
Most companies complete onboarding in 2–3 weeks, sometimes even earlier.
After onboarding, the type of support available depends on the pricing plan that you’ve selected. This may include email support, live chat, a dedicated account manager, or fully managed services.Get starte
Yes. EquityList lets you configure trading hour restrictions aligned with NSE/BSE timings to ensure that employees can only exercise options during valid market hours. You can also enforce exercise restrictions during blackout periods or trading windows as defined by your company’s insider trading policy and manage Designated Employees.
Absolutely. EquityList is built to handle both scale and complexity, whether you're managing equity for 100 employees or over 10,000.
Our platform supports multiple equity plans with custom vesting templates, along with advanced scenarios like accelerated vesting and plan-specific rules.
It also manages overlapping grant cycles, where employees hold multiple active grants with different vesting schedules, while keeping reporting and visibility clear for everyone involved.
Yes. EquityList allows you to generate detailed reports across equity pools and grants, including comprehensive pool summary, grant vesting, exercises, allotments, trust reports, amongst others.
Companies can also download Expense Reports compliant with IND AS 15 and 102 and IFRS standards. All reports can be exported in Excel or PDF format with date and grant filters.
Employees can view estimated tax liabilities upon exercise, based on the latest FMV and applicable perquisite tax. This is calculated based on their tax information stored on the platform by company admins. Employees also receive a summary of all their ESOP-related actions on the platform.
Yes. Employees can add and manage their demat account details along with CML copy directly on the platform. This streamlines the allotment process, avoids delays caused by missing or outdated information, and removes the need for offline data collection.
Yes, EquityList can integrate with your existing HRMS and payroll systems.This allows real-time syncing of employee data, exits, and compensation changes, which ensures that your ESOP records always reflect the latest org changes without manual reconciliation.