Our Portfolio

Explore our active recovery portfolio and how we help investors and legal heirs resolve complicated share transfers, lost certificates, and government IEPF claims.

Succession & Transmission

Transfer of Shares to Legal Heirs

Complete assistance in transferring physical or demat shares after the demise of the original or joint shareholder to the rightful legal heirs.

  • Drafting family tree, legal heir affidavit & indemnity bonds.
  • Succession certificate guidance for high-value holdings.
  • Direct dematerialization into legal heir's Demat account.
Succession & Transmission
Document Recovery

Retrieval of Lost Share & Bond Certificates

End-to-end procedural support for recovering lost, misplaced, stolen, or damaged physical share and bond certificates.

  • Folio number & distinct number tracing from RTA records.
  • Police GD/FIR filing and surety documentation.
  • Statutory newspaper publication in English & vernacular media.
Document Recovery
KYC & Record Rectification

Change of Name, Address, or Signature

Quick rectification of signature mismatches, address updates, and name corrections preventing Demat credit and dividend payouts.

  • Bank signature verification on standardized Form ISR-2.
  • Name spelling correction, Gazette and marriage affidavits.
  • SEBI mandatory KYC linking (ISR-1, ISR-3 & nomination update).
KYC & Record Rectification
Government IEPF

Transfer of Shares from IEPF & Suspense Account

Reclaiming long-unclaimed physical shares and accumulated dividends transferred to the Government IEPF authority or company suspense account.

  • Online filing of Form IEPF-5 on the MCA portal.
  • Coordination with company Nodal Officers for verification.
  • Direct release of shares to Demat and dividends to bank account.
Government IEPF
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