Services

Transmission of Shares (Death Claim) 
Loss of Share Certificates 
Recovery of Shares from IEPF 
Unclaimed Shares / Mutual Funds / Bonds 
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Projects
Clients
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Transmission of Shares (Death Claim)

When an investor passes away, the legal heirs are required to transfer the shares into their name. This process involves multiple documents and procedures, which can be complex. We assist families in completing the transmission process smoothly and efficiently.

Assistance in transferring shares to legal heirs
Complete guidance on required documentation
Support for nomination and non-nomination cases
Coordination with companies and registrars (RTA)
Help in preparing legal documents like affidavits and indemnity bonds
Handling demat and physical share transmission cases

Loss of Share Certificates

If share certificates are lost, misplaced, or damaged, the process of obtaining duplicate certificates can be complex and time-consuming. We assist investors in completing the required procedures and documentation to recover their shares smoothly.

Assistance in applying for duplicate share certificates
Complete guidance on documentation requirements
Support for both old and recently lost certificates
Coordination with companies and registrars (RTA)
Help in preparing affidavits, indemnity bonds, and FIR (if required)
Handling multiple share certificates across companies

Recovery of Shares from IEPF

Shares and dividends that remain unclaimed for several years are transferred to the Investor Education and Protection Fund (IEPF). Recovering these shares involves a detailed legal process and proper documentation. We assist investors in reclaiming their shares smoothly and efficiently.

Assistance in recovering shares transferred to IEPF
Complete guidance on IEPF claim process
Support in filing IEPF Form (IEPF-5)
Coordination with companies and authorities
Help in preparing required legal documents

Unclaimed Shares / Mutual Funds / Bonds

Many investors lose track of their investments due to address changes, outdated contact details, or missing records. As a result, these investments remain unclaimed for years. We help individuals locate, verify, and recover such financial assets through a structured and guided process.

Assistance in identifying unclaimed investments
Recovery of shares, mutual funds, and bonds
Support for old and forgotten investments
Coordination with companies, RTAs, and fund houses
Guidance on complete documentation process
End-to-end support until recovery is completed
Hassle-free and transparent service