Millions of investors in India have unclaimed shares due to reasons like outdated records, loss of share certificates, or lack of awareness. Over time, these unclaimed shares and dividends get transferred to the Investor Education and Protection Fund (IEPF) if not claimed within seven years. Recovering them might seem complicated, but with the right approach, you can reclaim your rightful assets.

In this guide, we will walk you through the step-by-step process of reclaiming unclaimed shares, ensuring compliance with SEBI regulations and minimizing legal hassles. Whether your shares are still with the company’s Registrar & Transfer Agent (RTA) or have already been transferred to IEPF, this guide will help you understand the process and take the necessary steps to recover your investments.

Did you know? Many investors remain unaware of their unclaimed shares, leading to significant financial losses. Don’t let your hard-earned investments go unclaimed

Follow this guide to get them back!

Step 1: Check for Unclaimed Shares

• Visit the company’s website or the Investor Education and Protection Fund (IEPF) portal to check if your shares are unclaimed.
• Use your PAN, name, or folio number to verify the details.

Step 2: Gather Required Documents

• PAN card and Aadhaar card
• Original share certificates (if available)
• Bank details for dividend credits
• KYC-compliant proof of ownership

Step 3: Contact the Company or RTA (Registrar & Transfer Agent)

• Submit a request to the company’s RTA along with necessary documents.
• If shares are transferred to IEPF, an IEPF-5 form must be submitted.

Step 4: Follow Up and Complete the Process

• Upon verification, the company will release your shares.
• If claiming from IEPF, it may take 3-6 months for the approval.

✅ Need Help? Our experts at Palvesh Associates can simplify this process for you!