Khanal Group

K-IPO

Get started with K-IPO in 15 minutes

This guide takes you from your first sign-in to an IPO project with its Drive folders ready. You can load a fictional demo project first to see every page with data.

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What you need

  • A Khanal ID and an organisation in K-Finance
  • The Owner, Admin, Finance Manager or Accountant role, to create a project
  • The company's name, CIN and incorporation date
  • The exchange (NSE Emerge or BSE SME) and the latest restated financial year
  • A Google account for the project's files

Create the project

  1. Open https://finance.khanals.in/ipo/ and sign in with your Khanal ID.
  2. Click + New IPO project. To look around first, click Load demo project instead.
  3. Type the Project name, for example ABC Infra SME IPO 2026.
  4. Under Company, choose the company if it is already in K-Secretarial. Otherwise keep the new-company option and type its name, CIN and incorporation date.
  5. Choose the Exchange, Amounts in and Latest restated year.
  6. Enter the Stub period end if there is one.
  7. Click Create.

Set up the Google Drive folders

  1. Click Settings in the project menu.
  2. Under Google Drive, choose Company's Secretarial Drive or A separate Google Drive for this IPO.
  3. For a separate Drive, click + Connect another Google account, sign in to Google, then pick the account.
  4. Click Save Drive choice if you changed it.
  5. Click Create IPO folders in Drive.

Fill the first data

  1. Open Dashboard and follow the Getting started list.
  2. Open Issue & objects, enter the issue terms and click Save.
  3. Open Financials and click Import workbook (.xlsx), or type the restated figures and click Save figures.
  4. Click Run all checks on the dashboard to see the first findings.

Good to know

  • The company master, directors and share register come from K-Secretarial. Enter the share history there, under Shareholding & cap table.
  • K-IPO runs fixed checks only. It does not draft text for you; chapter templates hold your approved text.
  • Delete the demo project in its Settings when you are done.

Common errors

"Your role in this organisation cannot start an IPO project"

Creating a project needs the Owner, Admin, Finance Manager or Accountant role. Ask the owner to change your role, or ask a project lead to add you to their project.

"Set up the company's Google Drive folder first (Secretarial → company → Documents). K-IPO uses the same Drive."

Open the company in K-Secretarial, go to Documents and create its folder. Or choose A separate Google Drive for this IPO in Settings.

"No access" when I open K-IPO

Your role does not include K-IPO. Ask the owner or an admin.

I see no projects and no + New IPO project button

You are not on any project and your role cannot create one. The project lead adds you on the project's Team page.

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Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.