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Documentation-led support

Recover Old Investments

Documentation-led support for physical shares, IEPF claims, duplicate issuance, transmission, and old folios.

Check Recovery Eligibility See Documentation Checklist

Our recovery process

01

Identify Holding

We understand your holding, issue, and recovery requirement.

02

Check Documents

We review the documents you have and what may be needed.

03

File Request

We help prepare requests for issuer, RTA, or other authority routes.

04

Track Follow-up

We track responses, queries, and follow-up requirements.

05

Complete Transfer

On approval, the relevant transfer, update, or recovery route can complete.

Recovery depends on documents, issuer/RTA process, eligibility, and regulatory requirements. No outcome is guaranteed.

Documentation checklist

What to gather before the first review

Exact requirements depend on the issuer, RTA, AMC, IEPF authority, demat participant, and the specific recovery route.

Identity and KYC

  • - PAN and Aadhaar or passport
  • - Current address proof
  • - KYC status and contact details

Holding Proof

  • - Share certificates or folio statements
  • - Company, issuer, RTA, or AMC details
  • - Old correspondence or transaction records

Bank and Account Details

  • - Cancelled cheque or bank proof
  • - Demat account details where relevant
  • - Current and old bank-account context

Name, Signature, or Transmission

  • - Name mismatch or signature records
  • - Nominee, legal heir, or succession documents
  • - Death certificate where transmission applies

Recovery Route Papers

  • - IEPF, duplicate, demat, or transmission forms
  • - Affidavits, indemnities, or attestations if required
  • - Issuer/RTA query replies and acknowledgement copies

Family Coordination

  • - Holder and nominee contact details
  • - Authorisation or support from family members
  • - Timeline and follow-up notes

Physical Shares to Demat

Convert old physical share certificates into demat form.

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IEPF Recovery

Recover eligible shares or dividends transferred to IEPF.

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Duplicate Issuance

Handle lost, damaged, or unavailable certificates.

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Transmission

Transfer investments after death of a holder.

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Name or Signature Mismatch

Resolve name, spelling, signature, bank, or KYC mismatch issues.

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Old Mutual Fund Folios

Trace and update older mutual fund folios.

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