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Wealth Matters Service

IEPF Claim Recovery

If shares, dividends, or matured deposits have moved to IEPF due to prolonged inactivity, we help you reconstruct ownership records, prepare claim documents, and complete authority-level filings from start to closure.

Typical Timeline

6 to 14 weeks, based on company response cycle and document readiness.

What You Get

Structured documentation, expert guidance, and tracked follow-up till closure.

Best For

Delayed, disputed, unclaimed, or compliance-heavy recovery matters.

Information & Documents Needed

PAN, Aadhaar, and updated contact details of claimant(s)
Demat account details and client master report
Original share details, folio numbers, and dividend history (if available)
Bank account proof (cancelled cheque / statement)
Legal heir / succession records where the holder is deceased

Process We Follow

1Case eligibility and record tracing
2Document checklist, affidavits, and declarations
3Preparation and filing of claim forms
4Company / authority follow-up and defect handling
5Credit confirmation and closure support

Expected Outcomes

Claim file prepared and reviewedAuthority-compliant documentationEnd-to-end follow-up until final status

Frequently Asked Questions

Can claim be filed by legal heirs?

Yes. Additional legal heir and succession-related documentation is required for representative claims.

Do I need old physical share certificates?

Not always. Missing records can often be reconstructed using folio and company-level details.

Start Your IEPF Claim Recovery Case

Share your available records and we will map the right legal route, document strategy, and action timeline for this service.

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