Real case studies of how we resolved complex physical share recoveries and restudied legacy wealth structures.
The Challenge: An Ahmedabad resident found physical certificates of Tata Motors and SBI belonging to their late father. The shares had remained dormant for 15 years, with the company register recording a signature mismatch and address variation.
Our Action: We traced historical dividend accounts, drafted complete affidavit files resolving address differences, validated banker signature confirmations, and managed transmission clearances directly with company registrars.
The Outcome: Physical shares converted to demat format and ₹32 Lakhs in shares + unpaid dividends credited directly to heirs.
The Challenge: A London-based NRI had shares of ITC transferred to the IEPF due to unclaimed dividends. Changing residential coordinates and lack of an active local bank account blocked standard claims.
Our Action: We structured the NRI documentation file matching consulate validations, filed Form IEPF-5 via corporate portals, and coordinated local verification with the nodal authority officer in India.
The Outcome: Unclaimed shares worth ₹18 Lakhs retrieved and securely credited back into the client's NSDL demat account.
The Challenge: A manufacturing business owner in Ahmedabad had wealth scattered across multiple high-commission endowment insurance plans, idle cash accounts, and minor physical stocks.
Our Action: Srujan Shah structured the entire asset framework, stopped expensive redundant policies, and consolidated funds into tax-efficient mutual fund SIPs aligned with future goals.
The Outcome: Consolidated family wealth ledger with balanced asset allocation, saving ₹1.2 Lakhs annually in redundant insurance premiums.
Connect with founders Jagruti Shah and Srujan Shah today. We will help map your share claims and mutual fund growth pathways.
