Recovery of Shares

Recovery of Shares

Many investors lose access to their shares over time — because certificates get misplaced, signatures don’t match, folios go inactive, or dividends stop coming. With dematerialisation now mandatory, thousands of people are stuck with old physical shares or frozen holdings they can’t sell.

We help individuals and families recover, transfer, and dematerialise old or lost shares smoothly — whether they belong to you or a deceased family member.

Common situations we handle

• Lost or misplaced physical share certificates

• Signature mismatch or name mismatch

• Change in address, name, or KYC details

• Transmission of shares after death of the shareholder

• Joint holder issues or missing signatures

• Frozen folios due to incomplete KYC

• Duplicate share certificate requests

• Unclaimed dividends or unclaimed shares

• Shares transferred to IEPF due to inactivity

Why recovery matters

• Shares may be worth far more today due to bonuses, splits, and mergers

• You can’t sell or transfer without dematerialisation

• Unclaimed dividends and shares may get moved to IEPF

• Proper recovery protects family wealth and inheritance

• Ensures ownership is legally restored and updated

What we assist with

1. KYC & Demat Compliance

• PAN, Aadhaar, Bank, Email, Mobile updates

• KYC rectification and linking with registrar/RTA

• Demat account setup support

2. Duplicate Certificate & Lost Shares

• Filing FIR/Indemnity/affidavits

• Liaising with RTA for duplicate issuance

• Signature verification and bank attestation

3. Transmission of Shares (after death)

• Legal heir documentation

• Succession certificate / legal heir certificate guidance

• Joint holder and nominee processing

• Transmission request filing with RTA

4. Recovery from IEPF

• Claim of unclaimed dividends

• Claim of shares transferred to IEPF

• Uploading documents, verification & tracking

• Liaising with IEPF authority and company

5. Name/Address/Signature Change

• Correction of personal details

• Updating old folios

• Removing discrepancies for dematerialisation

6. End-to-End Coordination

• With registrar (RTA) like Link Intime, KFinTech, Cameo, etc.

• With company’s secretarial team

• With banks for attestations and verifications

Documents usually required

• PAN, Aadhaar, address proof

• Share certificate (if available)

• Death certificate (for transmission)

• Succession proof (Will / Succession Certificate / Legal Heir Certificate)

• Bank attestation for signature mismatch

• Old KYC details (if any)

• Claim forms and indemnity documents

Our process

1. Understand issue (lost shares, transmission, IEPF, mismatch etc.)

2. Review documents and identify the exact recovery route

3. Prepare affidavits, indemnity, and supporting documents

4. File request with RTA/Company/IEPF

5. Track progress and ensure shares are dematerialised