Core Specialization

Physical Shares Transmission & IEPF Claims Recovery

Over the years, corporate shares and accumulated dividends get transferred to the Investor Education and Protection Fund (IEPF) if unclaimed for seven consecutive years. Retrieving these physical assets requires matching tedious corporate registration records and direct liaison.

Led by founder Jagruti Shah, we provide end-to-end support for:

IEPF Claim Filings (Form IEPF-5)
Share Transmission to Legal Heirs
Duplicate Share Certificate Issuance
Signature Mismatch Resolutions
Dematerialization of old certificates
Unpaid Dividends Consolidation

Book Shares Callback WhatsApp Experts

Case Highlight: IEPF Recovery

Recovering physical assets from registries requires structured documentation. We map every objection, verify tracking numbers, and resolve signature changes directly with corporate RTAs like Link Intime and KFintech.

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98.4% success rate across top-50 listed entities in India.

Tailored Asset Allocation

Wealth Accumulation SIPs Consistent Growth

Tax Saving (ELSS) Plans Section 80C Optimized

Children's Education / Legacy Plans Goal Gated

Registered AMFI Distributor. We manage distribution across leading asset management firms (AMCs) in India.

Wealth Distribution

Mutual Fund Portfolio Architecture & Distribution

Mutual funds offer highly diversified, compound-growth structures suitable for modern Indian families. Our wealth advisory models designed by Srujan Shah evaluate family tax brackets, age parameters, risk profile, and exact future goals before suggesting allocations.

We ensure disciplined review cycles, making sure that your assets remain aligned with target benchmarks and market metrics.

Start Mutual Fund Plan

Equity Markets

Direct Equity Advisory for High-Net-Worth Portfolios

We advise on direct stock investments in the Indian equity markets. Operating with high compliance limits, we offer growth-oriented and value-focused strategies, targeting companies with clean corporate governance, solid earnings records, and strategic market dominance.

Ideal for HNIs, Ahmedabad business families, and corporate leaders seeking exposure to direct equities alongside mutual fund plans.

Connect Equity Expert

Advisory Parameters

rigorous balance sheet analysis and debt checks
active corporate governance reviews
risk mitigation with defined sector caps
long-term compound growth horizon

Insurance Protection Shields

Life Insurance

Term covers providing complete replacement income protection for your dependents.

Health Insurance

High-value covers securing medical costs across leading Indian hospital systems.

General Assets Cover

Business liability, cargo, and home protection policies.

Risk Management

Comprehensive Insurance Coverage Planning

Wealth generation is incomplete without wealth protection. A sudden medical emergency or sudden family loss can disrupt long-term investments. We analyze liabilities, dependent needs, and corporate asset parameters to suggest optimal, clean premium covers across Life, Health, and General Insurance.

Evaluate Safety Cover

Our Operational Process Timeline

From first document audit to asset recovery and dematerialization, we map every single step for you.

Initial Audit & Review

We inspect your old physical share certificates, dividend history files, or legacy wills to outline claims validity and find any registry roadblocks.

Timeline: 2-3 Days

Documentation & Legal Drafting

We draft required legal paperwork—indemnity bonds, affidavits of name differences, duplicate share request letters, and transmission forms.

Timeline: 7-10 Days

RTA & IEPF Liaison

We handle direct filings with corporate RTAs and file online e-forms with the IEPF Authority under the Ministry of Corporate Affairs (MCA).

Timeline: 3-5 Months (Authority dependent)

Asset Recovery & Credit

Upon approval from the IEPF Authority, the shares are credited directly into your secure Demat Account, and dividends are wired to your bank.

Timeline: Completed

Our Wealth Services System