01

IEPF Claim Filing

Complete claim filing with IEPF Authority

When your shares or dividends have been transferred to the Investor Education and Protection Fund (IEPF), the recovery process can feel overwhelming. We handle the entire claim filing process—from preparing Form IEPF-5 to coordinating with the IEPF Authority and your company's Nodal Officer.

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What We Handle:
  • End-to-end claim preparation and filing
  • Direct coordination with IEPF Authority
  • Regular status updates until recovery
  • Expert handling of complex cases
02

Tracing Unclaimed Shares

Find lost wealth you didn't know exist

Many families have forgotten investments from decades past—shares bought in the 80s and 90s that were never tracked. We help you search through IEPF records, RTA databases, and company registries to uncover shares that might already belong to you or your family.

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What We Handle:
  • Comprehensive search across IEPF database
  • RTA and company registry checks
  • Family investment discovery
  • Detailed report of findings
03

Dematerialization of Shares

Convert physical shares to electronic form

Still holding paper share certificates? Physical shares are harder to trade and more vulnerable to loss or damage. We help you convert them to demat form, updating your records with depositories and ensuring your investments are safe and accessible.

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What We Handle:
  • Physical to electronic conversion
  • Coordination with depository participants
  • KYC and address updates
  • Secure digital record keeping
04

Lost Share Certificates

Recover shares when certificates are missing

Lost your share certificates? Don't worry—it doesn't mean your investment is gone. We guide you through the process of obtaining duplicate certificates, filing FIRs when needed, and securing indemnity bonds to reclaim your shares.

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What We Handle:
  • Duplicate certificate issuance
  • FIR and affidavit assistance
  • Indemnity bond preparation
  • Complete documentation support
05

Address & Signature Mismatch

Resolve identity verification issues

Changed addresses over the years? Signature looking different from decades ago? These mismatches can block your claims. We help resolve discrepancies by preparing the right documentation and coordinating with RTAs and companies.

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What We Handle:
  • Address update with RTAs
  • Signature verification support
  • Affidavit and document preparation
  • KYC compliance assistance
06

Unclaimed Dividends Recovery

Claim dividends you never received

Dividends can go unclaimed for many reasons—outdated bank details, address changes, or simply not knowing they existed. We track down unclaimed dividends from companies and IEPF, and help you file claims to recover what's rightfully yours.

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What We Handle:
  • Dividend tracking across companies
  • IEPF dividend claims
  • Bank mandate updates
  • Historical dividend recovery
07

Probate & Letters of Administration

Legal documentation for estate claims

When shares belong to a deceased family member with a will, you may need a Probate. Without a will, Letters of Administration become necessary. We guide you through the court process and documentation required to establish your legal right to claim.

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What We Handle:
  • Court petition preparation
  • Legal document drafting
  • Coordination with advocates
  • Complete process guidance
08

Succession Certificate

Court-issued proof of inheritance

A Succession Certificate from the court establishes your right as a legal heir to claim shares and securities. We help you navigate the legal process, prepare petitions, and obtain certificates that RTAs and companies will accept.

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What We Handle:
  • Petition drafting and filing
  • Court process navigation
  • RTA-ready documentation
  • Expert legal coordination

Not Sure Which Service You Need?

Don't worry. We will assess your documents and tell you exactly what is required.