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Facing issues with physical share certificates or IEPF claims?

We execute the end-to-end recovery of complex physical shares/certificates and IEPF claims through a high-precision, legally compliant framework.

Understand the Process First

Is this the right place for your case?

This is for you if:
 

  • You hold physical share certificates

  • Your documents have been rejected or delayed

  • There is a name, signature, or address mismatch

  • Shares are stuck with the company or RTA

  • Shares or dividends have moved to IEPF

  • You’ve already tried handling it yourself or elsewhere

This may not be for you if:
 

  • You are looking for instant results or guarantees

  • You want shortcuts or informal solutions

  • You are not ready to arrange required documents

  • You are only seeking free advice

  • You want frequent changes just to “see activity”

Every case is different. A clear review helps determine the right path before taking the next step.

Problems we commonly handle

These issues usually require structured review and coordination with the concerned company or RTA.

Name, signature, or address mismatch

Differences between old records and current KYC details.

Repeated document rejections

Submissions rejected due to format, affidavit, or compliance issues.

Lost or damaged share certificates

Physical certificates misplaced, torn, or incomplete.

Shares stuck with company or RTA

No clear response or prolonged delays from the registrar.

Transmission cases (death of holder)

Legal heir documentation, affidavits, and procedural compliance.

Shares or dividends moved to IEPF

Unclaimed assets requiring structured coordination and verification.

Not every case needs all steps. The first step is understanding what applies to yours.

Why clients choose to work with us

Because outcomes in physical share and IEPF cases depend on precision, not promises.

We do not charge anything in advance. Every case is broken into clearly defined milestones, and fees are linked only to verified progress.
You pay only when a specific stage is completed, not for attempts, assumptions, or promises.
If a case does not move forward, no fee is charged for that stage.

No upfront fees. Progress first. Payment follows

A common situation we see

A simplified example based on real cases we regularly handle.

 

The situation

Many investors hold physical share certificates for years, assuming they are safe and complete.

When they finally decide to convert them to demat or regularise the holding, the process does not move as expected. Documents are submitted, but rejections follow. sometimes for name mismatch, sometimes for signature issues, and sometimes for reasons that are not clearly explained.

What usually goes wrong

This happens because physical share records are often old. Over time, names, addresses, and signatures change, but the company or RTA records do not.

RTAs follow strict compliance rules. Even a small mismatch can lead to rejection. They usually point out the issue, but do not guide the investor step-by-step on how to resolve it correctly.

Why repeated attempts don’t help

When investors try to handle this on their own, they often end up guessing which documents to submit next or using incorrect formats.

This leads to repeated submissions, new objections, longer delays, and growing confusion, even though the issue itself may be solvable.

What changes when the case is handled correctly

The process changes when the exact issue is identified first.

Instead of trial and error, the focus shifts to understanding what the RTA requires, preparing documents in the correct format, and submitting only what is necessary.

This reduces back-and-forth, avoids unnecessary rejections, and brings clarity to the process.

How clients usually feel after this
 

  • Relief from confusion

  • Confidence that documents are correct

  • No fear of repeated rejection

  • Peace of mind that the case is being followed up properly

The goal is not speed, but clarity. Once the issue is understood correctly, the process becomes manageable.
These issues look simple on the surface but become compliance problems if handled incorrectly.

How the process works

Each case is handled step-by-step based on the exact issue involved.

Step 1: Document review and RTA discussion

  • Review all available share-related documents

  • Speak directly with the concerned RTA to understand the issue

  • Identify exact reasons for rejection or delay

  • Share clear instructions before any submission is made

Step 2: Submission, Rectification & Approval

  • Submit documents strictly as advised by the RTA

  • Handle corrections or additional requirements, if any

  • Re-submit documents in the correct format

  • Receive approval mail or confirmation from the RTA

Step 3: IEPF coordination

  • Share RTA approval with IEPF

  • Coordinate with IEPF authorities

  • Respond to clarifications, if raised

  • Track progress until credit is completed

Final outcome

  • Shares credited to demat account
    or

  • Amount credited to bank account

  • Case closed successfully

Fees are charged in Milestone-Based phases, not upfront, to maintain transparency and trust.

Not sure what applies to your case?

A brief discussion can help clarify the issue, required steps, and whether the case can move forward.

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