FORGOTTEN INVESTMENT RECOVERY
- Tracing Lost Investments: Helping you track and identify investments you may not know about.
- End-to-End Support: Providing clear and easy- to-understand assistance to help you reclaim your investments.
NRI SERVICES
- Comprehensive Support: Assisting OCI card holders, NRIs, and PIOs in managing their financial and legal matters in India, even without a PAN card, OCI card, or proof of Indian links.
- Share Transfers: Handling the transfer of shares efficiently and accurately.
- Legal Documentation: Support with the preparation of wills, succession certificates, and managing other legal issues.
- Remote Assistance: Providing full support without the need for the client to visit India.
PHYSICAL SHARE MANAGEMENT
- Recovery of lost physical shares.
- Transfer of shares after the death of the original shareholder.
- Dematerialization of Shares: Converting physical shares to electronic form for easier management.
- Duplicate Share Issuance: Issuing duplicate shares to replace lost or damaged certificates.
IEPF RECOVERY
- Claiming Unclaimed Shares: Assisting clients in claiming unclaimed shares from the Investor Education and Protection Fund (IEPF).
- Dividend Recovery: Helping clients reclaim unclaimed dividends from the IEPF.
- Registrar Follow-Up: Diligently following up with Registrar and Transfer Agents (RTAs) to ensure the successful transfer of shares.
COMPLIANCE AND LEGAL SUPPORT
- Identity Document Verification: Correcting and verifying identity documents to ensure accuracy.
- Legal Compliance: Ensuring all necessary legal checks are in place.
- Legal Case Support: Providing assistance for disputed cases, succession cases, and other legal matters through partnerships with legal experts.