Expertvuw is a professional consultancy that helps individuals, families, and NRIs recover unclaimed financial assets — including shares, dividends, mutual fund units, and other investments — particularly those transferred to the Investor Education and Protection Fund (IEPF). We handle everything from document preparation to government liaison, so clients do not have to navigate the process alone.

IEPF stands for Investor Education and Protection Fund, a statutory body under the Ministry of Corporate Affairs, Government of India. Shares and dividends that go unclaimed for seven consecutive years are transferred to IEPF. The rightful owner or their legal heir can reclaim these assets by filing a formal application — a process we manage on behalf of our clients.

No. Expertvuw Management Pvt. Ltd. is an independent private consultancy. We are not affiliated with the IEPF Authority, SEBI, or any government body. We are a professional advisory firm that specialises in helping clients navigate the government process to recover their unclaimed investments.

The rightful owner of the shares can claim at any time. If the original holder has passed away, their legal heirs — including spouse, children, or other family members depending on succession laws — can file the claim with appropriate legal documentation such as a legal heir certificate or succession certificate.

Shares are transferred to IEPF when the dividends declared on those shares have gone unclaimed for seven consecutive years. This happens automatically under Section 124 of the Companies Act, 2013. Common reasons include outdated bank account details, old addresses, incorrect PAN details, or the shareholder being unaware that dividends were declared.

We handle the entire process on your behalf — from identifying whether your shares are at IEPF, gathering and preparing all required documents, filling and submitting the IEPF-5 form online, coordinating with the company’s nodal officer, following up with the IEPF Authority, and confirming receipt of shares in your demat account. You do not need to visit any government office or deal with any authority directly.

Step 1 — Free consultation to assess your case and confirm eligibility.

Step 2 — Document collection and review.

Step 3 — Preparation of all required forms and legal documents.

Step 4 — Online filing of IEPF-5 and submission to the company’s nodal officer.

Step 5 — Coordination with the IEPF Authority for verification and approval.

Step 6 — Confirmation of shares credited to your demat account.

The IEPF recovery process typically takes 6 to 12 months from the date of complete filing. The timeline depends on the company’s responsiveness, the complexity of your case, and whether any document discrepancies arise. For share transmission cases outside IEPF, the process can be faster — typically 2 to 4 months with complete documentation.

The exact documents depend on your case type. For a standard IEPF claim: PAN card, Aadhaar, bank account proof, demat account details, original share certificate (if available), and cancelled cheque. For transmission cases: death certificate, legal heir certificate or succession certificate, and identity proof of the claimant. We will give you a personalised document checklist during the free consultation.

In most cases, no. We manage all government office interactions, court filings, and RTA liaisons on your behalf. Some succession certificate cases may require a brief court hearing in your local jurisdiction, but we guide you through exactly what is required and minimise your personal involvement to the extent legally possible.

Yes, completely. We offer a free initial consultation with no obligation. During this consultation, our specialist will assess your case, confirm whether your shares are recoverable, and explain the exact process and timeline. There is no charge for this assessment.

Our fees depend on the case type and recovery value. For many cases we operate on a success-fee model — you pay only when the recovery is completed. All fees are disclosed transparently in a written agreement before we begin any work. There are no upfront charges and no hidden costs.

If your claim is rejected due to an error on our part in documentation or filing, we will refile the case at no additional charge and address the rejection. Our terms are outlined clearly in the service agreement before we begin.

Yes. If a nominee is registered in the shareholder’s folio, the nominee can file the claim with their identity proof, the death certificate of the original holder, and demat account details. The process is relatively straightforward with a registered nominee.

If there is no registered nominee, the legal heirs must establish their claim through either a legal heir certificate (issued by a tahsildar or revenue authority) or a succession certificate (issued by a civil court). The appropriate document depends on the state and the value of the assets. We guide families through this process, including obtaining the required certificates.

Yes. We begin many cases with incomplete information and trace the investments through the client’s PAN card, old financial records, or company annual reports. If shares are at IEPF, the MCA portal allows searches by PAN. We run the trace as part of the free consultation.

Yes. We provide regular case updates at each milestone — document submission, IEPF filing confirmation, nodal officer acknowledgement, and final credit confirmation. You will always know exactly where your case stands.

Our office is open Monday to Saturday, 10 AM to 7 PM IST. You can reach us by phone, WhatsApp, or email. All contact details are on our Contact page. During active cases, your case manager’s direct contact is provided.

Yes. All client information, documents, and case details are handled with strict confidentiality. We do not share or sell your data to any third party. Our systems and processes are designed to protect client privacy at every stage.

No. We never share or sell customer data. Your personal information, financial details, and case documents are used solely for the purpose of processing your recovery claim and are protected under our privacy policy.

The IEPF recovery process involves government portals, legal documentation, RTA coordination, and regulatory compliance across multiple government bodies — and a single error or missing document can delay your case by months. We have processed over 1,000 successful claims and know exactly how to handle every situation efficiently. Most clients find that the time saved and the higher success rate more than justify the fee.

No. While IEPF claims are a core specialisation, we also assist with share transmission after death, physical share dematerialisation, duplicate share certificate issuance, succession certificate applications, legal heir certificate support, RTA liaison, and comprehensive NRI wealth recovery. We handle every situation an individual investor or family faces.

Yes. We offer a fully remote recovery service designed specifically for NRIs. You do not need to visit India at any point. We handle FEMA compliance, cross-border documentation, and all coordination with Indian government bodies and RTAs on your behalf. NRIs in the USA, UK, Canada, Singapore, UAE, Australia, and other countries have successfully recovered their investments through us.

Yes, in most cases. If a company has merged, been acquired, or changed its name, the shares typically exist in the successor entity. We trace the corporate history, identify the current holder of the obligation, and file the recovery claim accordingly.

We currently provide services in English and Hindi. For regional language support, please mention your language preference during the consultation and we will do our best to accommodate you.

We analyse the rejection reason in detail. Most rejections are due to document discrepancies or procedural issues, which can be corrected and refiled. We handle refiling at no additional charge for cases where the rejection was due to a documentation issue within our control.

We work with all major Registrar and Transfer Agents across India including KFintech (formerly Karvy), Link Intime, Alankit, and Bigshare Services. We do not work with stockbrokers for trading purposes — our focus is entirely on recovery and compliance.