Recovery of Shares

Recovery of Shares Made Simple with Expert Guidance

Many shareholders lose track of their investments due to unclaimed dividends, inactive accounts, or missing records. Over time, such shares and dividends are transferred to the Investor Education and Protection Fund (IEPF). Recovering them can be a complex process involving multiple legal and compliance steps.

At Codrak Solutions, our expert team simplifies the entire share recovery process. Whether your shares are with the company or transferred to the IEPF, we provide end-to-end support in documentation, filing, and follow-ups to ensure you regain your rightful investments.

Complete assistance in recovery of shares from IEPF Authority

Support for transfer of duplicate or unclaimed shares

Drafting and filing of affidavits, indemnity bonds, and required documents

End-to-end guidance until shares are credited to your Demat account

Overview Process Documents

The recovery of shares is an essential process for investors, shareholders, and legal heirs who are unable to access their rightful investments due to various reasons such as lost share certificates, duplicate issues, unclaimed dividends, or transmission of shares after the death of a shareholder.

Many investors are not aware that their shares or dividends are lying unclaimed with the company or transferred to the Investor Education and Protection Fund (IEPF). In such cases, our expert team helps in tracing, verifying, and recovering shares from companies, registrars, or the IEPF authority.

Our services ensure that you get:

Transmission of shares to legal heirs, nominees, or successors.
Recovery of lost or duplicate share certificates due to theft, misplacement, or damage.
Filing IEPF claims for shares and unclaimed dividends.
With years of expertise and proven success, we provide end-to-end share recovery services that save you both time and effort.

Recovering shares involves strict compliance with company laws, SEBI guidelines, and IEPF procedures. Our step-by-step recovery of shares process ensures minimal delays and maximum success rate.

Case Evaluation

We analyze your case — whether it is transmission of shares, lost/duplicate certificates, or IEPF recovery.

Document Verification

All necessary documents such as shareholder ID, KYC, death certificate, succession papers, and FIR (in case of lost shares) are carefully reviewed.

Drafting & Preparation

Our experts prepare affidavits, indemnity bonds, IEPF Form-5, and other required legal documents to avoid errors or rejections.

Filing & Submission

We coordinate with the company, Registrar & Transfer Agent (RTA), and the IEPF Authority to submit your claim.

Final Recovery

Once approved, the shares are transferred to your Demat account, and unclaimed dividends or benefits are also released in your favor.

⚡ Throughout the process, we provide complete updates, legal drafting support, and follow-up with authorities to ensure hassle-free recovery.

The type of documents required for recovery of shares depends on the nature of the case. Below is a detailed list:

1.Common Documents

PAN card, Aadhaar card, and recent passport-size photographs.
Bank account proof (cancelled cheque / passbook).
Original or duplicate share certificates (if available).
Client Master Report (CMR) from your Demat account.

2. For Transmission of Shares

Death certificate of shareholder.
Succession certificate / Probate of Will / Legal Heir certificate.
Affidavit & indemnity bond from legal heir/nominee.
KYC of all legal heirs/claimants.

3. For Lost or Duplicate Certificates

Copy of FIR / police complaint about lost shares.
Indemnity bond on stamp paper.
Affidavit confirming loss/damage of certificates.
Gazette notification / newspaper advertisement (if required by company).

4. For IEPF Claim

IEPF Form-5 duly filled and signed.
Acknowledgement of online submission.
Original share certificate / entitlement proof.
Indemnity bond & advance receipt.
Verification documents attested by bank manager or notary.

Our professionals guide you in collecting, drafting, and validating all necessary documents so that your recovery claim is processed without delay or rejection.