Management Services for Legacy Financial Matters

Services

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Recover what belongs to your family.

We help families and NRIs identify, recover, and regularise unclaimed and legacy investments through a structured, respectful process.

Why have we contacted you?

We may have contacted you because one or more of the following applies:

  • You may be the rightful holder of certain investments
  • You may be a legal heir linked to an investor or shareholder
  • You may be related to an individual whose records indicate unclaimed or legacy holdings

Our outreach is based on publicly available records and preliminary data checks. Details are always verified directly with families before any action is taken.

Our Origins

Our story begins at home.

  • Built after seeing our own parents struggle with old investments
  • Multiple visits, missing records, procedural dead ends
  • Created to offer one structured, respectful solution
Helping families with legacy investments
End-to-end handling
From identification to closure
Clear communication
Predictable steps and updates
Respect-first approach
No pressure, no urgency tactics

Expertise

Services Snapshot

Recovery of Unclaimed Shares

End-to-end management to convert old physical shareholdings.

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Tracing of Unclaimed Investments

Identify missing records and dividends.

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IEPF Claims and Refunds

Recover shares transferred to the Government fund.

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Demat of Physical Shares

Guidance to make legacy holdings demat-ready.

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Transmission of Shares

Structured support for deceased holder cases.

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NRI Services

Specialized remote assistance for Indians abroad.

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Serving clients across India and overseas

  • PAN application and correction
  • OCI documentation support
  • Remote account coordination
  • Complete service with minimal client involvement
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Public awareness on unclaimed assets

The Government of India has launched the “Your Money, Your Right” public awareness campaign to encourage citizens to identify and claim unclaimed financial assets. The initiative highlights the importance of timely action and proper documentation in recovering what legally belongs to individuals and families.

Ekvam Associates is an independent management services firm and is not affiliated with the Government of India or any government authority.

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