Claim Eligibility Assessment

We evaluate your case to determine whether your shares, dividends, or other securities are eligible for recovery under IEPF regulations.

Documentation Assistance

Proper documentation is key to a successful claim. We assist you in gathering and preparing Identity proof (PAN, Aadhaar, Passport).

  • Identity proof (PAN, Aadhaar, Passport).
  • Proof of ownership (Share certificates, Demat account statements, etc.).
  • Cancelled cheque and bank account details.
  • Legal documents for heirs/nominees (if applicable).

Filing IEPF-5 Form

Our team:

  • Guides you in filling out the IEPF-5 form accurately.
  • Submits the form on your behalf via the IEPF portal.
  • Ensures all details are cross-verified to avoid rejections

Liaison with the Company

We directly coordinate with the concerned company to:

  • Verify your claim.
  • Submit required documentation to their Nodal Officer.
  • Expedite the company’s reporting to the IEPF Authority.

IEPF Approval Follow-Up

Once the application is forwarded to IEPF, we:

  • Monitor the claim status regularly.
  • Handle any queries or additional requirements raised by the IEPF Authority.
  • Ensure funds or shares are credited to your account upon approval.

Benefits of Our Services

  • Expert Guidance: We navigate the technicalities of the IEPF claim process on your behalf.
  • End-to-End Support: From documentation to final disbursement, we manage it all.
  • Time Efficiency: Avoid delays due to errors or missing information.
  • Legal Expertise: For inheritance cases, we assist with legal documentation like succession certificates or indemnity bonds.

Our process

  • Free Consultation: Discuss your case with our experts.
  • Eligibility Check: Verify your claim details with IEPF requirements.
  • Documentation Support: Prepare and submit all necessary paperwork.
  • Application Filing: File the IEPF-5 form and liaise with the company.
  • Follow-Up and Approval: Ensure timely claim processing with regular updates.

Why It’s Important to Act Now

  • Unclaimed dividends and shares left in IEPF for too long may become harder to recover due to procedural delays. Acting promptly ensures you get back your hard-earned investments without unnecessary complications.
  • By choosing our IEPF Claim Assistance services, you can rest assured that your case is in capable hands. Let us help you recover what’s rightfully yours!