Tracing of Investments in Shares
Assistance in tracing old, forgotten or unclaimed investments in shares and identifying the relevant shareholder records.
Discuss Your CaseDon't worry — we are here to help. SR Finance provides professional assistance for tracing investments in shares, claiming shares and dividends from IEPF Authority, obtaining duplicate share certificates, transmission and transfer of shares, correction of shareholder details and other share-related matters.
From tracing old investments to claiming shares and dividends, we provide assistance across physical, demat and IEPF-related share matters.
Assistance in tracing old, forgotten or unclaimed investments in shares and identifying the relevant shareholder records.
Discuss Your CaseAssistance in claiming shares and unclaimed dividends transferred to the Investor Education and Protection Fund Authority.
Explore IEPF ClaimsAssistance in seeking duplicate share certificates when original physical certificates are lost, damaged or unavailable.
Explore Duplicate SharesSupport for transmission of shares to legal heirs or entitled persons along with applicable documentation requirements.
Explore TransmissionAssistance with the documentation and procedures involved in transferring shares from one holder to another.
Get AssistanceAssistance with correction or updation of shareholder details including name, signature and other records.
Discuss Your RequirementAssistance in matters involving Probate of Will, Succession Certificate or Letters of Administration relating to share transmission and ownership.
Get AssistanceAssistance with applicable NSE claim matters, documentation and the relevant claim process.
Discuss NSE ClaimDedicated assistance and personalised support for corporate clients and High Net-Worth Individuals handling complex share and investment matters.
Contact Our Team
SR Finance assists individuals, shareholders, corporate clients and HNI clients with share-related matters including tracing investments, IEPF claims, duplicate share certificates, transmission and transfer of shares, correction of shareholder details and succession-related requirements.
Every case is different, but a structured process makes the next step easier to understand.
Share the information you have about the investment, shareholder or policy.
Identify the relevant records, holding details and documentation route for the case.
Organise forms, identity documents, ownership records and supporting paperwork.
Track the submission and follow up on additional requirements through the applicable process.
The focus is on making complicated recovery matters easier to understand and manage.
Clear communication about documents, process stages and outstanding requirements.
Experienced assistance across shareholder and financial-recovery documentation.
A defined journey from initial information gathering through submission and follow-up.
Tell us what you know about your shares, investments, policy or financial records and understand the appropriate next step.