Expertvuw

Expertvuw Associate Program — Pan-India Partner Network

Your Client Network Is Sitting on Unclaimed Wealth. Start Earning When You Help Them Recover It.

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.

50+ Active Associates

Pan-India Network

Structured Commissions

Free to Join

Associate Partners
0 +
Successful Recoveries
0 +
Wealth Recovered
0 Cr+
Recovery Success Rate
0 %

The Opportunity

Why Every CA, CS, and Wealth Manager in India Has Referrable Clients Right Now

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.

CategoryScale
Shares Currently Held by IEPF₹50,000 Cr+
Dividends Currently Held by IEPF₹5,685 Cr+
Investor Folios with Unclaimed Dividends Across IndiaMillions
Legal Heirs Unaware of Recovery RightsLakhs
Countries with NRI Investors Holding Indian Assets20+ 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.

Who Should Join

If You Work With Investors or Families, You Have Referrable Cases

Chartered Accountants (CAs)

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:

  • Client finds old share certificates during estate clearance
  • Client’s parent passes away with untransmitted shareholdings
  • Client asks about unclaimed dividends during ITR filing
  • NRI client asks about recovering Indian shares from abroad

Company Secretaries (CSs)

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:

  • Corporate client’s shareholder base includes deceased holders requiring transmission
  • Promoter or employee shares transferred to IEPF without the company’s knowledge
  • Individual client with share compliance issues beyond standard CS practice

Wealth Managers and Financial Advisors

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:

  • Portfolio review reveals unclaimed dividends across multiple companies
  • Client inherited a portfolio without knowing the recovery process
  • NRI client wants to consolidate and recover Indian investments

Lawyers and Legal Advisors

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:

  • Succession certificate obtained but share recovery still pending
  • Estate settlement reveals undiscovered shareholdings
  • Client asks about recovering assets after succession certificate is granted

Insurance Advisors and Mutual Fund Distributors

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:

  • Client mentions that dividends on shares stopped arriving years ago
  • Client’s family is managing an estate with financial assets
  • NRI client expresses frustration about inaccessible Indian investments

Retired Professionals — Corporate, Banking, Defence, Government

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:

  • Friends or family members mention old share certificates they found
  • Former colleagues dealing with estate matters involving financial assets
  • Community members asking about unclaimed investments

Your Earnings

Transparent, Performance-Based Commissions — With No Upper Limit

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:

  • Calculated as a percentage of Expertvuw’s professional fee on the recovered case
  • Applies to all case types — IEPF recovery, transmission, demat, NRI recovery, PF and MF cases
  • Paid by bank transfer after successful recovery and client payment receipt
  • No cap on total annual earnings

💡 commission tier table

TierQuarterly ReferralsCommission RateAuto-Upgrade
ReferralUp to 4 cases10% of recovery feeQ1 onwards
Silver5–14 cases15% of recovery feeAutomatic
Gold15–29 cases20% of recovery feeAutomatic
Platinum30+ cases25% of recovery feeAutomatic

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.

Associate Benefits

What You Get as an Expertvuw Associate

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.

Structured Onboarding and Training

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

Dedicated Associate Support

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

Real-Time Case Status Updates

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.

Ready-to-Use Client Materials

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.

White-Label Option (Gold and Platinum Tiers)

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.

No Investment, No Targets, No Ceiling

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.

What You Can Refer

Every Expertvuw Service Is Eligible for Associate Commission

ServiceTypical Client Profile
IEPF Claim FilingInvestor with 7+ years unclaimed dividends
Share Transmission After DeathLegal heir of deceased shareholder
Dematerialisation of Physical SharesHolder of old paper certificates
Unclaimed Shares & Dividend RecoveryInvestor with stopped dividends
Duplicate Share Certificate IssuanceHolder with lost or damaged certificate
Legal Heir & Succession CertificateFamily managing deceased person’s estate
RTA Liaison & Shareholder ComplianceShareholder with KYC or folio issues
NRI Wealth Recovery SolutionsNRI 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.

How to Join

Three Steps to Start Earning as an Expertvuw Associate

01

Register

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.

02

Onboard

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.

03

Refer and Earn

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.

Commission Structure

Choose Your Partner Tier

All tiers are performance-based and automatically upgraded quarterly. Start at Referral and grow your earnings as you scale referral volume.

Referral

Entry-level — up to 4 cases/quarter

10% of recovery fee

Silver

5–14 cases/quarter

15% of recovery fee

Gold

15–29 cases/quarter

20% of recovery fee

Platinum

30+ cases/quarter

25% of recovery fee

Our Service Scope

Everything We Handle On Your Behalf

Once a case is referred, our specialists take full ownership of execution — so your firm can focus on client relationships and business development.

IEPF-5 Filing & Refund Claims

End-to-end online filing with MCA/IEPF Authority, including document preparation, submission, and follow-up.

Share Transmission & Legal Heir Cases

Processing succession-based transfer claims for deceased holders, including coordination with RTAs and companies.

Physical Shares to Demat Conversion

Converting legacy physical share certificates into electronic form via DP-coordinated procedures with RTAs.

NRI Portfolio Recovery

Specialised cross-border recovery for NRI clients with repatriation coordination and FEMA compliance support.

Duplicate Certificates & RTA Liaison

Obtaining duplicate share certificates, resolving KYC mismatches, and liaising with all major RTAs across India.

Every Case Type We Handle

Our IEPF specialists are available Mon–Sat, 10 AM to 7 PM. No obligation, no charges for the initial consultation.

Avg. Commission Per Case

₹18,000

Avg. Cases / Partner / Month

4.2

Case Resolution Time

45–90 days

Overall Case Success Rate

95% Success

IEPF Claim Acceptance Rate

88% Accepted

Client Testimonials

What Our CLients Say

Real stories from real families who reclaimed their rightful wealth through Expertvuw.

4.9

Google Reviews

Frequently Asked Questions

Associate Program — Your Questions Answered

Every Case Type We Handle

Our IEPF specialists are available Mon–Sat, 10 AM to 7 PM. No obligation, no charges for the initial consultation.
Is there a fee to join the Expertvuw Associate Program?

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.

Your Network Has Value. Start Monetising It — While Helping Your Clients Recover What Is Theirs.

Every CA, CS, wealth manager, and financial advisor in India has clients with unclaimed shares, IEPF assets, or share recovery needs. The Expertvuw Associate Program turns those conversations into income — while delivering genuine specialist value to your clients. Register today and start earning.

No registration fee · Success-based commissions · Fully confidential · White-label available at Gold and Platinum tiers

Expertvuw — Associate Partner Popup