From document preparation and IEPF-5 filing to nodal officer coordination and final transfer — our team manages every touchpoint while keeping you updated throughout.
IEPF Claim
Assistance Services
We help investors recover unclaimed shares, dividends and financial assets transferred to the Investor Education and Protection Fund (IEPF) through a transparent and legally guided process.
100% Transparent
Expert Legal Assistance
PAN India Support
NRI Assistance
Physical Shares Recovery
Fast Process
Transfer Of Shares
IEPF Overview
What Is Iepf?
IEPF (Investor Education and Protection Fund) is an authority established by the Ministry of Corporate Affairs under Section 125 of the Companies Act, 2013. Its purpose is to protect investor interests and facilitate the refund of unclaimed shares, dividends, deposits, and other amounts transferred to IEPF
When are the Shares & Dividends Transferred to IEPF?
If dividends declared by a company remain unclaimed for seven consecutive years, the related dividends and shares are transferred to IEPF. This usually happens when linked bank accounts become inactive or dormant.
Why Shares & Dividends Go to IEPF
Shareholder Passed Away
Address Changed
Inactive Bank Account
Physical Certificates Lost
Moved to Another City/Abroad
Forgotten Old Investment
Name Mismatch in Records
Old / Shredded Certificates
Who can Claim Shares from IEPF Authority?
Shareholder himself
The registered shareholder whose dividends remained unclaimed for 7 or more consecutive years.
Legal Heir
Family member (spouse, child, parent) entitled to the deceased shareholder’s assets under law.
Nominee
Person officially nominated by the shareholder in company or demat account records.
Successor of Registered Shareholder
Person holding a succession certificate, will probate, or court order from a competent authority.
IEPF Documents
Documents Required to File an IEPF Claim
An applicant seeking recovery of shares from IEPF authority must be having with the relevant documents given below to file an IEPF claim or IEPF 5 form:
PAN card and Aadhar card (both have to be self-attested).
A cancelled cheque leaf.
A copy of the acknowledgment generated on the online submission of the e-form IEPF-5 bearing a unique service request number (SRN).
Original indemnity bond with the claimant’s signature.
Original share certificate in case of shares are held in physical form.
A copy of the transaction cum holding statement in case of securities are held in Demat account.
Proof of entitlement.
Copy of passport, OCI, and PIO card in case of foreign nationals or non-resident Indians (NRI).
IEPF Procedure
Procedure to Recover Shares from IEPF
Recovering shares from IEPF involves completing the prescribed legal process and submitting required documents. Our experts simplify the process to ensure successful recovery.
Step 1:
Online Application Submission
The claim process begins through the IEPF online portal.
Step 2:
Login and Create Credentials
Create an account on the MCA portal to file Form IEPF-5.
Step 3:
Submit Application (Form IEPF-5)
Fill out Form IEPF-5 with applicant details, share information, dividend details, Aadhaar number, CIN, and other required information.
Step 4:
Upload Required Documents
Upload all supporting documents, including share certificates and entitlement letters, as applicable.
Step 5:
Submit the Application
Submit the completed application online. An acknowledgment with SRN will be sent to the registered email address.
Step 6:
Track Application Status
Track the status of your IEPF claim using the acknowledgment details and SRN.
Step 7:
Submit Documents to the Nodal Officer
Submit the downloaded IEPF-5 form and supporting documents to the company’s Nodal Officer for verification.
Step 8:
Final Verification and Share Transfer
After successful verification, the shares are transferred to the claimant’s Demat account and pending dividends are credited to the registered bank account.
We Handle the Complexity. You Get Your Shares.
The IEPF process takes up to 6 months and is prone to rejection for minor errors. Our job is to make sure yours goes through right the first time.
01
End-to-End Management
02
Faster Turnaround
Established processes and direct coordination with company nodal officers mean fewer delays. We know what causes rejections and prevent them before they happen.
03
Legal Representation
In the event of disputes, complications, or rejections — we provide full legal representation and re-filing support to protect your rights and see the claim through.
Everything We Handle for You
IEPF Claim Recovery
End-to-end Form IEPF-5 filing and follow-up
Transmission After Death
Transfer shares to legal heir / nominee
Physical to Demat
Convert old paper share certificates to demat
Duplicate Certificate
Lost or damaged share certificate replacement
Unclaimed Dividend Recovery
Claim dividends uncredited to your account
Name Correction / Updation
Fix mismatch in name, address, or KYC records
IEPF Claim Recovery Advisor
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The IEPF claim process may take time due to regulatory and documentation requirement
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Consulting an IEPF Recovery Advisor can help simplify the process, reduce delays and improve faster claim success
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Let our experts guide you through the process and help you recover your rightful investment
Reclaim your Shares from IEPF Today!!
Frequently Asked Questions
No. The Government of India and the IEPF Authority do not charge any fee from investors or shareholders for filing Form IEPF-5. The claim process itself is free at the government level.
The most common reasons are KYC mismatches — for example, the name on the PAN card not exactly matching company records — unverified PAN details, incorrect bank or demat account information, missing attachments, and discrepancies in the number of shares or dividends claimed. Our team pre-checks every document before submission to prevent these issues.
Share details can be verified on the MCA / IEPF portal at iepf.gov.in. Alternatively, share the company name and your folio number with us — we will check on your behalf at no cost during the free consultation.
Yes. A demat account is mandatory to receive shares recovered from IEPF — they are transferred electronically. If you don’t have one, we can guide you on opening one quickly with any depository participant (DP).
The legal heir must first complete the transmission process with the company — getting the shares transferred into their name using a death certificate, succession certificate, or probate. Once transmission is done, Form IEPF-5 can be filed. We handle both the transmission and the subsequent IEPF claim.
Yes. Physical share certificates from the pre-demat era are very commonly found by families going through old papers. We help convert them to demat form and, if their dividends went unclaimed and the shares were transferred to IEPF, we file the full recovery claim on your behalf.
A standard IEPF claim takes around 6 months from submission to final transfer. Timelines depend on company nodal officer responsiveness and IEPF processing. We track and follow up throughout to keep the claim moving and flag delays early.
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