Management Services for Legacy Financial Matters

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Service

Recovery of Unclaimed Shares

Convert old physical shareholdings into compliant, usable form.

What this service covers

We handle the end-to-end management of recovering shares that have been lost, forgotten, or remain in physical form. This includes coordinating with the Registrar and Transfer Agents (RTAs) and company authorities.

  • Duplicate share certificate application
  • Signature mismatch resolution
  • Updating of address and bank details
  • Consolidation of folios
  • Processing of unclaimed dividends

Common Situations

Clients usually reach out to us when:

  • They hold original physical certificates but cannot trade them.
  • Share certificates are lost or misplaced.
  • The shareholder has passed away, and name deletion/transmission is needed.
  • Dividends have stopped coming for years.

Our Process in Brief

01
Analysis of documents: We check what you have versus what is required.
02
Drafting & Preparation: We prepare affidavits, indemnity bonds, and request letters.
03
Submission & Follow-up: We submit to the RTA and track status regularly.
04
Resolution: You receive the entitlement letter or demat credit.

What you will need

At a high level, keep these ready:

  • PAN Card and Aadhaar Card
  • Original Share Certificates (if available)
  • Dividend warrants (old or new)
  • Death Certificate (if holder is deceased)