We help families and investors convert physical shares, transfer them to legal heirs, and recover shares and dividends that have moved to the IEPF. We handle the forms and follow-ups with companies and their registrars.
The rules have moved to demat. Shares left on paper, or dividends left unclaimed, get more difficult to recover over time.
Since this date, SEBI rules mean shares of listed companies can be transferred only in demat form. A paper certificate can't simply be sold or gifted any more.
Since January 2022, requests such as transmission to heirs or duplicate certificates are completed in demat form. The registrar issues a Letter of Confirmation that must be dematerialised within 120 days.
If dividends go unclaimed for seven consecutive years, the shares are moved to the Investor Education and Protection Fund (IEPF). They can be claimed back with Form IEPF-5.
Convert share certificates held in your own name into your demat account. We check the certificates against company records, fix name or signature mismatches, and prepare the request through your depository participant.
When the shareholder has passed away, the shares need to move to the nominee or legal heirs. We prepare the claim, guide you on succession documents, and see it through to credit in the heir's demat account.
Recover shares and dividends that companies have transferred to the IEPF Authority. We get the entitlement letter, file Form IEPF-5, and follow up with the company's nodal officer until the claim is verified and settled.
Found an old dividend warrant or a family member's papers but no certificates? We trace holdings with the company and registrar, and arrange duplicate certificates where originals are lost.
Most cases follow the same four stages. Timelines depend on the company, its registrar and how complete the documents are.
Share photos of the certificates, dividend letters or any papers you have. We tell you which route applies and what's missing.
We confirm the folio, current holding and any transfer to the IEPF with the company and its registrar (RTA).
We prepare the forms, affidavits and covering letters, and tell you exactly where to sign.
We track the request with the RTA, depository participant or IEPF Authority until the shares reach your demat account.
Answer three questions for a first indication. We confirm the route after reviewing your documents.
You hold the certificates in your own name, so they can be converted directly through your depository participant.
You don't need everything on day one. Whatever you can find helps us move faster.
Not as paper. Since 1 April 2019, shares of listed companies can be transferred only in demat form. Once your certificates are dematerialised, you can sell or hold them like any other shares in your demat account.
The shares go to the nominee or legal heirs through transmission. The registrar issues a Letter of Confirmation, and the heir must submit it to their depository participant for demat within 120 days. If no nomination exists, succession documents may be needed depending on the value.
Companies list shares transferred to the IEPF on their websites, and the IEPF Authority's portal has a search. We can check this for you with the folio number or the shareholder's name.
You can apply for duplicate securities with Form ISR-4, along with an affidavit and indemnity. The duplicates are also issued in demat form through a Letter of Confirmation.
Yes. Every route ends with shares credited to a demat account in the claimant's name. If you don't have one, open it with any depository participant before we file.
Yes, you can approach the company or its registrar directly, and the official processes don't need an agent. People usually come to us when the paperwork is old, names don't match, an heir is involved, or an IEPF claim has stalled.
Tell us what you have. We'll reply with the likely route, the documents needed and an honest view of the timeline.