For over nine years, AAPT Corp Advisors and their expert team has been helping families and individuals recover their lost, forgotten or unclaimed investments. Many people misplace old share certificates or lose track of investments over time due to shifting homes, name changes, or the passing away of a family member. These investments do not expire — they can be legally claimed back.
We guide you through the complete process of recovering your investments. This requires your trust in us. Our approach is simple and supportive. We handle paperwork, verification, and coordination, so the process becomes easy and stress-free for you.
Many of us invest and then forget about it over time. Old share certificates may be lying in a drawer, a file, or somewhere in the house. Sometimes life changes like shifting homes, illness, or the passing of a family member make it easy to lose track of these investments.
At AAPT Corp Advisors, we have experts who help families trace and recover:
Many older investors also still hold physical share certificates, which are easy to misplace or damage. Even those who carefully maintained records can lose track due to time, relocation, or other personal circumstances.
Your investments still belong to you — and we help you get them back smoothly and legally.
Earlier, shares were issued as paper certificates, which were often misplaced, damaged, or forgotten. Many families lost track of these investments due to shifting homes, name changes, or the shareholder passing away — and it becomes worse when there is no nomination or joint holders.
AAPT Corp Advisors helps you take the right steps with clear documentation, verification and follow-ups.
The Investor Education and Protection Fund (IEPF) is a system created by the Central Government to safeguard investor rights. If shares or dividends remain unclaimed for 7 years, they are transferred to the IEPF.
This does not mean the investment is lost. The rightful owner or legal heirs can apply to recover it through the proper claim process.
* In applicable cases, we also assist clients with Legal Heirship Certificate, Succession Certificate, or Probate.
What is Share Transmission?
When a shareholder passes away, their shares can be legally transferred to their legal heirs. This process is called Share Transmission.
Common Challenges:
If a valid nomination exists, the claim typically moves faster—provided documentation matches company and IEPF records.
When there is no nomination, the company/RTA may require additional legal and heirship documentation before transmission.
We help you connect with legal experts when needed.
Share certificates are often lost, misplaced, torn, or damaged. AAPT Corp Advisors helps you obtain Duplicate Share Certificates legally.
Convert your old physical certificates into safe, digital (Demat) form. We handle end-to-end Demat conversion.
Dividends unclaimed for 7 years are transferred to the IEPF. We assist in recovery and rectification.
We also correspond with IEPF authorities for corrections.
Signature variations and name mismatches often cause delays. We assist with:
Mutual funds unclaimed for over 10 years are transferred to SCWF. We help rightful investors recover these funds.
Insurance amounts become unclaimed due to mis-selling, rejection, or incomplete documentation. We help beneficiaries recover the amount.
If UAN is forgotten, PF is inactive, or the employer is unresponsive, AAPT Corp Advisors helps recover unclaimed PF smoothly.
We assist in tracing and reviving in-operative or dormant bank accounts and deposits through the proper claim process.
Our core expertise includes recovery of unclaimed shares, dividends, and holdings transferred to IEPF. We follow prescribed protocols and prepare accurate documentation so claims are filed properly and efficiently.
You receive clear guidance, structured follow-ups, and end-to-end coordination—so the recovery journey feels organized and stress-free.
Structured guidance, accurate filings, and responsible coordination.
Experience across IEPF claims, transmission, and depository processes.
Smooth conversion of physical certificates into Demat form.
Defined workflows to reduce delays and back-and-forths.
Systematic checks to improve accuracy and completeness.
From tracing holdings to claim filing and follow-ups.
A structured overview of the typical recovery flow—starting with identification and verification, followed by statutory filing and confirmation.
Use the official new search facility to locate unclaimed shares or unpaid dividends.
Request and secure the entitlement confirmation from the company/RTA.
Register and set up the required IEPF/MCA login credentials.
Complete the IEPF-5 application and upload required supporting documents.
Send the signed set of documents to the company/RTA as required.
The company/RTA files the e-verification report on the portal.
IEPF authority verifies the claim and processes refund of shares and dividends.
Recovery from IEPF involves extensive paperwork and documentation — and we help you at all stages.
IEPF-5 is the claim form filed for unclaimed or unpaid dividends and shares that have been transferred to the IEPF by the company.
A well-prepared claim depends on correct identity proofs, entitlement confirmation, and supporting statutory documents.
Documents required for IEPF-5 submission
(Original claimant)
Proof of entitlement letterProof of Entitlement Letter from the company.
PAN card and AadhaarPAN card and Aadhaar (for identity verification).
OSC / transaction / loss documents (if any)OSC (original share certificates) / Transaction statement / Loss documents (if any) / Unclaimed suspense account of company.
Cancelled chequeCancelled cheque of the claimant’s bank account.
NRO cheque (for NRI, if applicable)Indian Bank NRO A/C cheque of claimant (if you are an NRI).
Indemnity bondIndemnity Bond as per IEPF Rules.
CML (Client Master List)CML (Client Master List).
A clear, structured approach designed to ensure transparency, accuracy, and timely recovery at every stage.
For professional communication, collaborations, or general inquiries, feel free to connect directly using the contact details provided.
We value clear, timely, and meaningful conversations that lead to practical outcomes.
