Management Services for Legacy Financial Matters

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Comprehensive Legacy Services

We provide a full range of management services to help you recover, organise, and regularise your family's financial assets.

Physical Share Recovery

Convert old certificates to demat. We handle duplicate issue, signature mismatch, and name correction.

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Tracing Unclaimed Investments

Find lost folios and dividends. We help identify investments you may have forgotten about.

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IEPF Claims & Refunds

Recover shares transferred to the Investor Education and Protection Fund (IEPF) by the government.

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Transmission of Shares

Legal heir services for deceased cases. We manage the entire succession paperwork.

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Demat Support

Guidance for converting physical shares to electronic mode (Demat), making them tradeable.

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NRI Services

Remote documentation and coordination for Non-Resident Indians managing Indian assets.

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Not sure which service you need?

Our experts can review your documents and recommend the right course of action.