Our Services

End-to-end share recovery and dematerialisation services — handled by qualified Chartered Accountants with complete transparency.

Service 01

IEPF Share & Dividend Recovery

Under the Companies Act 2013, shares and dividends that remain unclaimed for 7 consecutive years are transferred to the Investor Education and Protection Fund (IEPF) managed by the Ministry of Corporate Affairs. Shareholders often lose track of these holdings — especially inherited or dormant accounts.

We manage the complete IEPF-5 claim process on your behalf, liaising with the company's Nodal Officer, the RTA, and the IEPF Authority to ensure your shares are restored to your demat account.

  • Verification of shares transferred to IEPF
  • Preparation and filing of Form IEPF-5
  • Liaison with Company Nodal Officer
  • Coordination with RTA (NSDL/CDSL/Karvy/KFin)
  • Follow-up with IEPF Authority, MCA
  • Recovery of unpaid dividends alongside shares

  Documents Typically Required

  • Original share certificates (physical) or demat account statement
  • PAN card copy
  • Aadhaar card / address proof
  • Bank account details (cancelled cheque)
  • Demat account details (DP ID + Client ID)
  • Affidavit / indemnity bond (if applicable)
  • Legal heir documents (for inherited shares)

Search My Unclaimed Shares
Service 02

Physical Share Dematerialisation

Physical share certificates are increasingly difficult to transfer, pledge, or sell. Dematerialisation converts them into electronic form held in your demat account, making them fully tradeable on stock exchanges and safe from physical damage or loss.

We manage the entire Dematerialisation Request Form (DRF) process — from document preparation to RTA submission to credit confirmation in your demat account.

  • Verification of authenticity of physical certificates
  • Preparation of Dematerialisation Request Form (DRF)
  • Submission to Depository Participant (DP)
  • Coordination with RTA for demat credit
  • Name correction / transmission assistance
  • Handling of lost certificate cases

  Documents Typically Required

  • Original physical share certificates
  • Duly filled DRF form
  • PAN card copy of all holders
  • Proof of demat account (DP ID + Client ID)
  • KYC documents of all shareholders
  • FIR copy (for lost certificate cases)

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Service 03

RTA, Company & Government Liaison

Navigating Registrar & Transfer Agents (like KFin, MUFG Intime, Link Intime), listed companies' secretarial departments, and government bodies like IEPF Authority and MCA can be overwhelming for individual shareholders.

We serve as your authorised representative, communicating professionally with all parties to resolve your share-related matters quickly and efficiently.

  • Authorised representation with RTAs (KFin, MUFG Intime, Link Intime)
  • Company shareholder services & secretarial correspondence
  • MCA / IEPF Authority filings and follow-up
  • Name change, address update, and KYC correction
  • Transmission of shares (deceased holder)
  • Nomination registration and changes
  • Dividend mandate and ECS update

  Documents Typically Required

  • Authorisation / Power of Attorney letter
  • Identity proof (PAN, Aadhaar)
  • Folio number / demat account details
  • Death certificate + legal heir documents (for transmission)
  • Supporting documents per specific request type

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Not Sure Which Service You Need?

Contact us for a free consultation. We'll review your situation and recommend the right course of action.

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