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Tell us your situation. Our IEPF specialist will review your case at zero cost and tell you exactly what is recoverable, how long it will take, and what documents you need.
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Serving India & NRIs Globally
Every case is different โ and we have handled them all. Find your situation below to understand exactly how we can help.
If dividends on your shares remained unclaimed for seven consecutive years, both the dividends and the underlying shares are automatically transferred to the Investor Education and Protection Fund. This happens without personal notice to the shareholder. Many families discover this only when they attempt to sell or transmit shares years later.
The good news: your legal right to reclaim them never expires. We file the IEPF-5 form on your behalf, coordinate with the company's Nodal Officer, and follow up at every stage until the shares are credited back to your demat account.
When a shareholder passes away, their investments do not transfer to family members automatically. The legal process โ called transmission of shares โ requires specific documentation that varies depending on whether a nominee was registered, whether a will exists, and whether the holdings are physical or in demat form.
We assess your exact situation and manage the entire transmission process, from obtaining legal heir certificates to direct liaison with the RTA and depository.
Paper share certificates discovered in bank lockers, family documents, or estate clearances still hold financial value โ but they cannot be sold, gifted, or transmitted without first being converted to demat form. The process involves tracing the folio number, verifying current ownership status with the RTA, and completing the dematerialisation request.
We handle the entire process, including cases where the company has merged, changed its name, or moved to a different RTA.
Non-Resident Indians frequently discover โ often after a parent or grandparent passes away โ that significant financial assets are sitting unclaimed in India. FEMA regulations, RBI compliance requirements, and cross-border documentation requirements make remote recovery complex without specialist ground-level support.
Our NRI recovery service is designed to be fully remote. We manage all Indian-side processes, RTA coordination, and IEPF filing on your behalf. No travel to India required.
A lost, stolen, or damaged share certificate does not mean lost shares. Companies issue duplicate share certificates through a defined legal process involving an FIR, a notarised affidavit, an indemnity bond, a newspaper publication, and a formal application to the company registrar or RTA.
We manage every step of this process โ from drafting the FIR application to following up with the RTA until the duplicate certificate is issued in your name.
If your shares are registered with a company but dividends have stopped arriving โ or were never received โ those amounts may still be recoverable. Dividends held by the company for fewer than seven years can be claimed directly. Those transferred to IEPF after seven years require a formal claim filing.
We trace unclaimed dividends across all major listed companies in India, including cases involving outdated bank mandates, changed addresses, and inactive accounts.
IEPF-5 rejection is common when filed without professional guidance. Incorrect Nodal Officer details, PAN-Aadhaar linkage issues, KYC mismatches with RTA records, and incomplete Indemnity Bonds are the most frequent causes. A single rejection delays the case by six to eight months.
We review rejected filings, identify the exact reason for rejection, correct the documentation, and refile โ with our 28-point pre-submission checklist ensuring accuracy before every resubmission.
From IEPF claim filing to NRI wealth recovery โ every service your family needs to reclaim what is rightfully yours, handled under one roof by certified legal and compliance professionals.
End-to-end filing of IEPF-5 forms to recover shares and dividends transferred to the Investor Education and Protection Fund. We handle all paperwork, legal filings, company coordination, and government follow-up โ so you do not have to deal with a single government office directly.
Transfer shares from a deceased holder to legal heirs โ with or without a registered nominee. We manage all documentation including death certificates, legal heir certificates, and succession orders, and liaise directly with the RTA to complete the transfer.
Convert old paper share certificates into electronic demat form. We trace folios, verify current ownership with RTAs including KFintech and Link Intime, and complete the full dematerialisation process from submission to demat account credit.
Trace and recover dormant shares, matured deposits, and unclaimed dividends across all major listed companies in India. We work across all RTAs and registrars to locate, claim, and transfer assets back to their rightful owners.
Lost or damaged your original share certificate? We manage the FIR filing, notarised affidavit, indemnity bond, newspaper notice, and full application to the company registrar โ keeping you out of the paperwork process entirely.
Obtain the correct legal document for your inheritance situation โ whether a legal heir certificate from the revenue authority or a succession certificate from the civil court. We guide families through the right process for their specific case and state.
Direct coordination with Registrar and Transfer Agents โ KFintech, Link Intime, Alankit, and others โ on behalf of shareholders. We handle KYC updates, folio corrections, name and signature mismatches, PAN-folio linking, and all compliance filings that require RTA interaction.
Specialised recovery for Non-Resident Indians with shares, dividends, or IEPF assets in India. Fully remote process with complete FEMA compliance support. We coordinate all Indian-side documentation, RTA submissions, and government filings on your behalf โ no travel required.
Are you a CA, CS, wealth manager, or financial advisor? Partner with Expertvuw and earn structured commissions on every successful recovery you refer. Join a growing network of 50+ professional associates across India.
Share and IEPF recovery is a legally complex, multi-stakeholder process. Here is why thousands of families across India choose Expertvuw โ and why you should not attempt it alone.
The vast majority of our clients successfully recover their shares, dividends, and IEPF assets. Our process is built on regulatory precision, pre-submission verification, and proactive follow-up at every stage โ not guesswork.
Expertvuw was founded by CS Chetna Shoor, an ICSI-certified Company Secretary with deep expertise in IEPF regulations, investor compliance, and corporate law. Every case benefits directly from that expertise โ from the first consultation to the final credit.
From your first free consultation to the final demat credit, we manage everything. You do not visit any government office, court, or RTA. One dedicated point of contact. Complete transparency at every step.
Our fees are disclosed in writing before we begin any work. For many cases we operate on a success-fee model โ you pay only when recovery is completed. No hidden charges. No upfront commitment. No surprises.
We serve clients across all Indian states and NRIs in 20+ countries including the USA, UK, Canada, Singapore, UAE, and Australia โ entirely remotely. Documentation, filings, and follow-up are all managed by our team in India on your behalf.
Every recovery case is handled strictly within the framework of the Companies Act 2013, IEPF Authority Rules 2017, and applicable SEBI regulations. Your recovery is legal, fully documented, and verifiable at every stage.
A clear, structured process that keeps you informed at every milestone โ from the first case assessment to the final credit confirmation.
Share the details of your case with our IEPF specialist. We verify the status of your shares on the MCA IEPF portal and RTA records, assess the complexity of your specific situation, and give you a clear picture of what is recoverable, the documentation required, and a realistic timeline. No charges at this stage.
We issue a tailored document checklist for your case. Before any filing, we perform a critical KYC pre-alignment โ verifying that your current details match RTA records exactly. Name spelling, address, PAN, and Aadhaar linkage are all verified and corrected at this stage. This step eliminates the most common cause of IEPF claim rejection.
We prepare, verify, and organise every document required for your case โ including Indemnity Bonds, affidavits, legal heir applications, succession certificate coordination, and DSC arrangement where required. Nothing is submitted until every document has passed our internal review.
We file your claim on the appropriate platform โ MCA21 portal for IEPF cases, RTA submission for transmission and demat cases. We coordinate directly with the company's Nodal Officer, the IEPF Authority, RTAs, and depository participants, following up at regular intervals and escalating where necessary.
Your shares are credited to your demat account and your dividends to your bank account. We verify the credit, provide you with complete transaction documentation, and remain available for any post-recovery queries or follow-up requirements.
From PAN and Aadhaar to court-issued succession certificates โ our team manages every document type involved in the share recovery process.
PAN Card, Aadhaar, Passport, OCI Card (NRI)
CML (Client Master List), Bank Proof, Demat Account Statement
Physical certificates, old or damaged paper certificates, folio records
Death Certificate, Legal Heir Certificate, Succession Order, Will
Folio Number, Company Name, Annual Report records
No case is too old, too complex, or too niche. Our team has experience across all of these scenarios and more.
Coverage
From simple to complex claims
Real families. Real recoveries. Every case at Expertvuw is someone’s financial legacy โ and we treat it that way.
Google Reviews
Posted on Kuldip Singh PonwarTrustindex verifies that the original source of the review is Google. I am please to write my real experience and services i availed from Expertview .Before signing services agreement with expertvuv i consulted many agencies for getting my father's shares back from IEPF. But I was quite impress the way Chetna Ma'am convinced about their working procedure to get my father's share back from IEPF. And let me tell you that with their efficient services ,deep knowlege and experience They got parts of my shares released from IEPF. And hopping for rest of the shares to get released very fast. Any one wants to avail their services may go without thinking ,they are professional, efficient and charges are reasonable. Thank you..Posted on AjayTrustindex verifies that the original source of the review is Google. I recently had a consultation with the team at Expertvuw, and I can recommend them enough! They guide you with such professionalism, offering clear and transparent advice on recovering your investments. Thanks to their expertise, it took just 7 months to get my money back from the IEPF. If you're looking for a reliable team to help with your investment recovery, Expertvuw is the way to go!Posted on bawamalhotrasanjayTrustindex verifies that the original source of the review is Google. I recently had the pleasure of working with Expertvuw to recover my Reliance shares. The expert coordination by Chetna Mam made the entire process smooth and efficient. Their professionalism and dedication were evident throughout, and I am extremely happy with the overall experience. I highly recommend their services to anyone in need of share recovery assistance! Iโm NRI living in USA for almost 30 years and it was the best experience I had in India. Sanjay Malhotra
Everything you need to know before starting your share recovery journey with Expertvuw.
IEPF stands for Investor Education and Protection Fund โ a statutory body under the Ministry of Corporate Affairs, Government of India. When dividends on a share go unclaimed for seven consecutive years, both the unclaimed dividend amount and the underlying shares are transferred to IEPF. You can check whether your shares are at IEPF by visiting iepf.gov.in, or by contacting us โ we will run the check as part of the free consultation at no charge.
The IEPF recovery process typically takes between six and twelve months from the date of complete filing. The timeline depends on the responsiveness of the company’s Nodal Officer, the completeness of your documentation, and whether any discrepancies arise during government verification. Our team actively follows up at every stage to keep your case moving as efficiently as possible.
Yes. Our NRI recovery service is designed to be fully remote. We accept notarised and apostilled documents and manage all RTA correspondence, IEPF filings, and government liaison entirely on your behalf. NRIs in the USA, UK, Canada, Singapore, UAE, and Australia have successfully recovered their investments through us without a single visit to India.
The documents required depend on whether a nominee is registered and whether a will exists. For cases with a registered nominee: death certificate, nominee identity proof, and demat account details are generally sufficient. For cases without a nominee: a legal heir certificate or succession certificate is required. We provide a complete, personalised document checklist after the free consultation.
Our fees depend on the nature and complexity of the case and the recovery value involved. For many cases we operate on a success-fee model โ you pay only when recovery is completed. All fees are disclosed in writing before we begin any work. There are no hidden charges, no upfront commitment, and no surprises.
Yes. We work with all major Registrar and Transfer Agents in India including KFintech (formerly Karvy), Link Intime, Alankit, Bigshare Services, and Cameo Corporate Services. We have experience with virtually all listed companies across BSE and NSE, and no company or RTA is outside our scope of work.
Over โน50,000 crore in shares and โน5,685 crore in dividends remain trapped in IEPF across India right now. Your family’s financial legacy may be among them. Our IEPF specialists are ready to assess your case โ at no cost, with no obligation.