Expert Matter

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Asset Recovery Services

Recover Your Unclaimed Shares & Dividends

We help you recover your investments with complete legal support — from documentation to final transfer.

₹50 Cr+

Assets Recovered

12,000+

Claims Processed

15+

Years Experience

98.5%

Success Rate

What is IEPF?

Government Authority for Unclaimed Assets

IEPF (Investor Education and Protection Fund) is a government authority where unclaimed shares, dividends, and investments are transferred if not claimed for 7 consecutive years.

"If you or your family member ever bought shares and have lost track of them — chances are high they are in the IEPF."

When can you claim?

You can file a claim with the IEPF authority if:

  • Dividend has not been claimed for 7 years
  • Shares have already been transferred to IEPF
  • Physical share certificates are lost or misplaced
  • Investor has passed away (Legal heirs can claim)
  • Duplicate, transmission, or name corrections required
Our Process

End-to-End Recovery Plan

We don't just fill forms — we handle the complete case from start to final transfer.

1

Case Evaluation & Eligibility Check

We determine if your shares or dividends qualify for an IEPF claim and assess the complexity.

2

Document Preparation

We handle PAN, Aadhaar, Indemnity Bonds, and all required affidavits on your behalf.

3

IEPF Form Filing (IEPF-5)

Online submission of the claim with accurate details to prevent rejection.

4

Company + Authority Coordination

We liaise with the nodal officer and IEPF authority to ensure swift processing.

5

Verification & Approval Follow-up

Tracking the status and responding to any queries raised by the authority.

6

Shares / Amount Recovery

Funds credited to your bank and shares credited to your demat account.

Pain Points

Real Problems We Solve

Many investors give up because the process is too hard. We handle every obstacle so you get what's rightfully yours.

Cannot trace lost shares

We trace your portfolio & verify ownership across all records.

Company not responding to queries

We directly coordinate with company, RTA and IEPF authority.

Complicated legal heir process

We manage succession certificates, affidavits and all legal filings.

Documents are incomplete

We identify gaps and assist in obtaining all missing documents.

Lost share certificates

We handle FIR, affidavit and duplicate certificate reissuance.

NRI, cannot travel to India

Full remote handling via POA — no physical presence needed.

✅ Solution: Expert Matter handles everything for you

Documents Required

Prepare these basic documents to start your claim process securely. We guide you where to find missing ones.

Missing Documents?

Don't worry — if documents are missing, we provide solutions for that too. We assist in obtaining duplicate certificates and affidavits.

PAN Card & Aadhaar Card
Bank Details / Cancelled Cheque
Original Share Certificate (if available)
Dividend Proof (if any)
Death Certificate (in case of legal heir)
Legal Documents (Will / Succession Certificate if needed)
Proven Results

Case Studies

Real recoveries. Real clients. We don't just file claims — we legally recover what's rightfully yours.

India

Unclaimed Shares Recovery

Problem

Client had no idea that shares in their name had been transferred to IEPF.

Action Taken

  • Portfolio tracing & ownership verification
  • IEPF-5 form preparation and filing
  • Company coordination & follow-ups

Result

  • Shares successfully transferred to demat account
  • Full ownership regained by client
India

Legal Heir Claim (Death Case)

Problem

After the investor's death, the family faced legal complications in claiming the shares.

Action Taken

  • Legal heir documentation prepared
  • Succession certificate & affidavit support
  • End-to-end IEPF claim filing

Result

  • Shares successfully transferred to legal heirs
  • Complete legal compliance ensured
NRI (UK)

NRI Remote IEPF Claim

Problem

Client could not travel to India but had shares stuck in the IEPF.

Action Taken

  • Power of Attorney setup & documentation
  • Complete remote documentation handling
  • Full claim execution without client's presence

Result

  • Entire process completed remotely
  • Shares credited without a single client visit

₹ Lakhs worth of shares are lying unclaimed — check yours before it's too late.

Recovery Milestones

Real success stories from clients who reclaimed their forgotten wealth with our expertise.

Unclaimed Shares Recovery
India

Recovered Forgotten Shares & Dividends

Problem

Client was unaware their shares had been transferred to the IEPF due to long-term inactivity.

Action

Portfolio tracing & verification, IEPF-5 filing, Company coordination & follow-ups.

Result

Shares successfully transferred to demat account; client regained full ownership.

Legal Heir Claim
India

Death Case - Share Transmission

Problem

Family faced complex legal hurdles in claiming shares after the investor's demise.

Action

Legal heir documentation preparation, Succession/affidavit support, End-to-end claim filing.

Result

Shares successfully transferred to legal heirs; complete legal compliance ensured.

NRI Remote IEPF Claim
UK / NRI

Remote Claim for NRI Client

Problem

Client residing in UK could not visit India; needed complete representation via Power of Attorney.

Action

Remote documentation via Indian Consulate, Digital filings & rigorous follow-up with MCA.

Result

Funds repatriated to NRO account without a single visit to India.

Success Stories & Reviews

Trusted by hundreds of clients for legal recovery & compliance solutions across India.

"My family had completely lost hope of recovering my late father's shares that had been transferred to the IEPF due to over a decade of inactivity. The documentation process seemed like a nightmare. Expert Matter stepped in, organized all the legacy physical certificates, handled the complex legal heir documentation, and systematically navigated the MCA portal. Within a few months, the shares and accumulated dividends were safely credited to my demat account. Their structured precision is unmatched."

Rohit Sharma

Delhi

"Being an NRI, I couldn't physically travel to India to handle the tedious process of claiming my dormant PF and mutual fund accounts. The team at Expert Matter took charge of everything through a legally sound Power of Attorney. They coordinated with the respective AMCs, rectified my KYC mismatches, and successfully repatriated the funds to my NRO account. Transparent, fully compliant, and highly reliable—they are exactly what they claim to be."

Ankit Verma

Dubai

"I was dealing with a severe corporate compliance issue where our company's filings were delayed for three consecutive years, risking massive penalties and director disqualification. Expert Matter's legal team didn't just file the pending forms; they conducted a thorough audit, filed compounding applications where necessary, and cleared our entire MCA backlog. I am thoroughly impressed by their deep understanding of company law."

Pooja Mehta

Mumbai

"When my father passed away without a registered nominee for his extensive stock portfolio, the share transmission process bogged down in endless RTA rejections. Expert Matter assigned a dedicated legal expert who drafted the required indemnities, helped us obtain the succession certificate from court, and flawlessly executed the transmission of shares across 12 different companies. Without them, this would have taken years."

Amit Gupta

Noida

"Our business was struggling to recover a significant outstanding debt from a vendor. Standard collection reminders were failing. Expert Matter drafted a highly professional, watertight legal notice that clearly outlined the consequences under the MSME Act and IBC. To our surprise, the matter was settled pre-litigation within 30 days. Their legal presence commands immediate respect and action."

Neha Singh

Bangalore

Why Choose Expert Matter for Recovery?

We don't just process claims — we ensure recovery. Trusted by hundreds for our legal expertise and ethical approach.

Dedicated Legal Experts

Our team includes CAs, CSs, and Lawyers specialized in financial recovery.

End-to-End Case Handling

No running around. We handle documentation, filing, and coordination.

High Success Rate

Proven track record in recovering complex IEPF claims.

Regular Updates

Transparent process with constant status updates on your claim.

NRI & Remote Support

We handle claims for clients globally without requiring physical presence.

Complex Case Specialists

Masters in resolving lost shares and complicated legal heir issues.

Claim Your Money Now

Don't let your money stay unclaimed. Talk to our experts today.

100% Confidential & Secure

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