top of page
LOGO 2.png

Recovery of Unclaimed Shares and Dividends

Recover Your Forgotten Investments with Expert Assistance

Many investors who purchased shares during the era of physical share certificates have lost track of their investments over time. In many cases, investors or their legal heirs are unaware that valuable shares and dividends remain unclaimed.
 

If your shares or dividends have been transferred to the Investor Education and Protection Fund (IEPF), our experts can help you recover them through a seamless, end-to-end process.

Why Do Investments Become Unclaimed?

Investments may become unclaimed due to several reasons, including:

  • Loss of physical share certificates

  • Forgotten or untracked investments

  • Change in name or residential address

  • Death of the original shareholder

  • Non-functional bank or Demat accounts

  • Incomplete or outdated KYC records

What is the IEPF?

Under Section 124(5) of the Companies Act, 2013, any dividend that remains unclaimed for seven consecutive years must be transferred to the Investor Education and Protection Fund (IEPF) Authority.

​

Additionally, shares on which dividends have remained unclaimed for seven consecutive years are also transferred to the IEPF Authority.

​

According to the latest Consultation Paper on the IEPF refund process:

​

  • ₹5,685+ Crores of unclaimed dividends have been transferred to the IEPF.

  • Approximately 117 Crore shares have been transferred to the IEPF Authority.

Our IEPF Recovery Services

We provide comprehensive assistance to investors and legal heirs for recovering unclaimed shares and dividends, including:

​

  • Recovery of shares and unclaimed dividends from the IEPF Authority

  • KYC updation and compliance

  • Signature verification and correction

  • Address, bank account, and Demat account updates

  • Issuance of duplicate share certificates for lost shares

  • Name correction in shareholder records

  • Transmission of shares to legal heirs or successors

  • Dematerialization of physical share certificates

  • Assistance in obtaining Succession Certificates, Probate of Will, and Letters of Administration

  • Complete documentation, filing, follow-up, and claim management

Forgotten Your Investments?

If you have misplaced your investment records or are unsure whether you own old shares, we can help trace your forgotten investments.

​

Our specialists assist in identifying and recovering dormant or forgotten shareholdings held across listed companies, ensuring no valuable investment is left behind.

Why Choose Wealth and Legal Associates?

Wealth and Legal Associates is a trusted partner for recovering unclaimed financial assets. Our expertise, professionalism, and client-centric approach ensure a smooth, transparent, and hassle-free recovery process.

Our Advantages

  • Deep Regulatory Expertise in SEBI, FEMA, IEPF, the Companies Act, and the Indian Succession Act

  • Experienced Team of Chartered Accountants, Company Secretaries, Lawyers, and Senior Banking Professionals

  • Dedicated Relationship Managers providing personalized assistance throughout your case

  • End-to-End Documentation & Case Management

  • Regular Case Tracking and Timely Follow-Ups

  • Competitive and Transparent Professional Fees

  • Support for 1,000+ Listed Companies and their Registrars & Transfer Agents (RTAs)

  • Complete Assistance for Investors and Legal Heirs under One Roof

Our Process

Step 1 – Initial Consultation

We assess your case and identify the documents required for recovery.
 

Step 2 – Document Verification

Our experts review and prepare all necessary documentation.
 

Step 3 – Filing & Compliance

We file applications with the concerned Company, Registrar & Transfer Agent (RTA), and the IEPF Authority.
 

Step 4 – Follow-Up

Our team actively coordinates with all authorities until your claim is processed.
 

Step 5 – Successful Recovery

Your recovered shares and unclaimed dividends are transferred to the rightful owner.

Start Your Recovery Today

Whether you are an investor or the legal heir of a shareholder, Wealth and Legal Associates offers complete professional assistance to recover unclaimed shares and dividends from the IEPF Authority.

Contact our experts today to begin your recovery process and reclaim your rightful investments with confidence.

CALL US FOR CONSULTATION

bottom of page