IEPF recovery
Support for tracing and claiming eligible shares or dividends transferred to the IEPF Authority.
Share Recovery Services
The right route for each share matter.
We help organise old-share cases around the holder, company, RTA, certificate history and the outcome being sought.
Discuss your casePhysical to demat
Guidance for KYC, RTA service requests and credit of eligible securities into a demat account.
Lost certificates
Help identifying the issuer or RTA procedure and assembling the applicable duplicate-security request.
Transmission
Case-sensitive assistance for legal heirs, nominees and surviving holders.
Process
A structured way forward.
- 01
Case review
We identify the holder, issuer, folio, current status and objective from the information available.
- 02
Route and checklist
The case is mapped to the relevant company, RTA, depository or IEPF process with a focused checklist.
- 03
Submission support
Documents are organised for the relevant submission, followed by status tracking and response support.
Initial checklist
Documents that may help.
The exact requirement depends on the company, RTA and facts of the case. Start with whatever is available.
- Company or issuer name
- Holder name and folio or certificate details
- Available certificates, warrants or old statements
- Demat account Client Master List, when relevant
- Identity, address and bank proof as required for the case
- Succession or nominee documents, when applicable
The applicable route and documents depend on the issuer, RTA, ownership record and current regulatory requirements. A preliminary review does not guarantee acceptance or recovery.