Partner with India’s most experienced IEPF and share recovery specialists. Refer clients. Track every case. Earn structured commissions on every successful recovery — with no investment, no targets, and no ceiling on earnings.
Your clients have been investors for decades. Many of them have shares that stopped receiving dividends years ago, physical certificates gathering dust in a locker, IEPF-transferred assets they do not know exist, or inherited portfolios with no clear path to recovery.
You already have the relationship. You already have the conversation. The only question is whether those situations get resolved — or left unaddressed because there is no specialist to refer them to.
Expertvuw operates as your back-end specialist for every IEPF claim, share recovery, and share transmission case your client brings to you. You refer. We execute. You earn a structured commission when the recovery is complete.
| Category | Scale |
|---|---|
| Shares Currently Held by IEPF | ₹50,000 Cr+ |
| Dividends Currently Held by IEPF | ₹5,685 Cr+ |
| Investor Folios with Unclaimed Dividends Across India | Millions |
| Legal Heirs Unaware of Recovery Rights | Lakhs |
| Countries with NRI Investors Holding Indian Assets | 20+ Countries |
Every CA, CS, wealth manager, and financial advisor in India has clients in one or more of these categories. The question is simply whether those clients are referred to the right specialist — or left without a solution.
Tax filing, estate planning, and ITR reviews regularly surface unclaimed shares, IEPF assets, and transmission requirements. Referring these cases to Expertvuw earns you commission while your client receives specialist support you cannot provide in-house.
Typical referral triggers:
Your regulatory expertise means you recognise IEPF and share compliance issues faster than most. You understand the framework — which makes you the most credible voice to explain the value of recovery to a client, and the best-positioned associate to convert referrals.
Typical referral situations:
Portfolio reviews uncover dormant investments more often than clients realise. When a client finds an old share certificate or asks why dividends stopped arriving, you now have a specialist to refer them to — and a commission for doing so.
Typical referral situations:
Succession certificates, probate matters, and estate settlements regularly involve unclaimed shares that need a specialist to complete the recovery. You handle the legal side. We handle the RTA and IEPF side.
Typical referral situations:
Renewal conversations and annual reviews are natural entry points for identifying unclaimed investment recovery needs — particularly for clients managing inheritance or NRI family assets. Your client overlap with the typical investor profile is significant.
Typical referral situations:
If you have a credible network of investors, families, or long-term professionals — and can identify when someone needs share recovery help — you can build a meaningful income stream through this program. No finance background required. We provide all training and communication materials.
Typical referral situations:
Commission is earned as a percentage of Expertvuw’s professional fee on each case you refer. The percentage increases with your quarterly referral volume. Tiers are assessed quarterly and upgraded automatically. There is no joining fee, no minimum commitment, and no cap on total earnings.
Commission Basis Bullets:
| Tier | Quarterly Referrals | Commission Rate | Auto-Upgrade |
|---|---|---|---|
| Referral | Up to 4 cases | 10% of recovery fee | Q1 onwards |
| Silver | 5–14 cases | 15% of recovery fee | Automatic |
| Gold | 15–29 cases | 20% of recovery fee | Automatic |
| Platinum | 30+ cases | 25% of recovery fee | Automatic |
What this looks like in practice: a mid-sized IEPF claim case with a recovery value of ₹8–12 lakh typically generates a commission of ₹12,000–₹20,000 at the Referral tier. Associates referring 3–5 cases per month at Silver or Gold tier consistently earn ₹40,000–₹1,00,000+ per month from this program — entirely from conversations they were already having with clients. Even a single referral per quarter generates meaningful income. There is no minimum and no ceiling.
Disclaimer: Exact fee percentages by case type are disclosed in full during onboarding. The representative figures above are based on typical case profiles and may vary based on case complexity and recovery value.
The Associate Program is not just a commission arrangement. We invest in our associates — with training, materials, and dedicated support — because our growth depends on yours.
Every new associate goes through a structured onboarding session covering the IEPF recovery process, share transmission basics, and how to identify referral opportunities in client conversations. No prior technical knowledge required. Online session + reference materials.
Duration: 1–2 hours
Every associate has a named point of contact at Expertvuw — reachable on WhatsApp and email with a 4-business-hour response commitment. When a client asks a question you cannot answer, we answer it with you.
Support channel: WhatsApp + email
For every case you refer, you receive updates at each key milestone — from initial assessment through document submission, IEPF filing, Nodal Officer acknowledgement, and recovery confirmation. You always know where your referred cases stand.
Associate-specific explainer documents, client-facing FAQs, and talking points — provided from day one. You do not need to develop your own positioning or client communication materials.
At Gold and Platinum tiers, client-facing materials can carry your firm's branding — allowing you to present share recovery as an in-house capability, backed by Expertvuw's operational infrastructure.
Free to join. No monthly or annual targets. No cap on commission earnings. Whether you refer one case a year or thirty cases a quarter — you earn on every successful recovery.
| Service | Typical Client Profile |
|---|---|
| IEPF Claim Filing | Investor with 7+ years unclaimed dividends |
| Share Transmission After Death | Legal heir of deceased shareholder |
| Dematerialisation of Physical Shares | Holder of old paper certificates |
| Unclaimed Shares & Dividend Recovery | Investor with stopped dividends |
| Duplicate Share Certificate Issuance | Holder with lost or damaged certificate |
| Legal Heir & Succession Certificate | Family managing deceased person’s estate |
| RTA Liaison & Shareholder Compliance | Shareholder with KYC or folio issues |
| NRI Wealth Recovery Solutions | NRI with Indian shares or inherited assets |
Associates can also refer: Provident Fund recovery cases, Mutual Fund redemption cases, name and signature update cases, and corporate unclaimed investment cases. Contact us to confirm commission applicability for non-standard referral types.
Complete the free associate registration form on this page. Provide your name, professional background, contact details, and a brief description of your client network. Takes under five minutes. No fee, no commitment.
Our associate program team contacts you within 2 business hours to schedule your onboarding session. The session covers the referral process, the commission structure, how to identify opportunities in your existing client conversations, and the communication materials provided to you.
Our associate program team contacts you within 2 business hours to schedule your onboarding session. The session covers the referral process, the commission structure, how to identify opportunities in your existing client conversations, and the communication materials provided to you.
All tiers are performance-based and automatically upgraded quarterly. Start at Referral and grow your earnings as you scale referral volume.
Entry-level — up to 4 cases/quarter
5–14 cases/quarter
15–29 cases/quarter
30+ cases/quarter
Once a case is referred, our specialists take full ownership of execution — so your firm can focus on client relationships and business development.
End-to-end online filing with MCA/IEPF Authority, including document preparation, submission, and follow-up.
Processing succession-based transfer claims for deceased holders, including coordination with RTAs and companies.
Converting legacy physical share certificates into electronic form via DP-coordinated procedures with RTAs.
Specialised cross-border recovery for NRI clients with repatriation coordination and FEMA compliance support.
Obtaining duplicate share certificates, resolving KYC mismatches, and liaising with all major RTAs across India.
Real stories from real families who reclaimed their rightful wealth through Expertvuw.
Google Reviews
Posted on Google 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 Google 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 Google 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! I’m NRI living in USA for almost 30 years and it was the best experience I had in India. Sanjay Malhotra
No. There is no joining fee, no annual fee, and no minimum commitment to become an Expertvuw Associate. Registration is completely free.
No. While many associates are CAs, CSs, or wealth managers, we also work with retired professionals, entrepreneurs, and individuals with no finance background. Training and communication materials are provided to give you everything you need to identify and refer cases effectively.
When you identify a potential client, you introduce them to Expertvuw — by sharing our contact details, connecting them on WhatsApp, or completing the referral form. We contact the client, assess the case, and manage the full recovery from that point. Your referral is tracked from the moment it is registered.
Commission is paid after the referred client’s recovery is completed and their professional fee has been received by Expertvuw. Payment is by bank transfer to your registered account. The exact timeline is confirmed in your associate agreement.
10% at Referral tier, increasing to 25% at Platinum tier based on quarterly referral volume. Exact rates by case type are disclosed in full during onboarding.
Expertvuw operates on a success-fee model for most cases — the client pays only on recovery. If a case does not succeed, no fee is charged to the client and no commission is payable. Our current case success rate is 95%.
No. There is no cap on the number of cases you can refer or the total commission you can earn in a year.
Yes. Corporate unclaimed investment cases, PF recovery, and shareholder compliance cases are all eligible for referral and commission under the same program.
Yes. NRI-based associates are welcome and can refer NRI clients with Indian share recovery needs. Onboarding and all communication are conducted entirely remotely.
Fill out the registration form on this page or contact us directly at +91 88829 91427 or partners@expertvuw.in. Our team will contact you within 2 business hours.
No registration fee · Success-based commissions · Fully confidential · White-label available at Gold and Platinum tiers
Join India's leading IEPF recovery specialists. Earn structured commissions on every successful recovery — zero operational complexity on your end.