Our Services
Services for Physical Shares
+91 70260 33115 | +91 98459 46476
Description
In addition to tax planning, Raison Fincap Private Limited offers specialized services for handling physical shares, ensuring that your valuable investments are safeguarded and properly accounted for. Despite the widespread adoption of dematerialized (demat) accounts, many investors still hold physical share certificates that may have been misplaced, forgotten, or inherited. We help you recover, manage, and transfer these shares to unlock their true value.
Related Services
Recovery of Lost Share Certificates
Losing your share certificates can be a stressful experience, as these documents are proof of your ownership in a company. At Raison Fincap, we simplify the process of recovering lost share certificates and ensuring that you regain control of your investments.
Recovery of Shares Transferred to IEPF (Investor Education and Protection Fund)
In cases where dividends remain unclaimed for seven consecutive years, the corresponding shares are transferred to the Investor Education and Protection Fund (IEPF), as mandated by the government. If your shares have been transferred to the IEPF, we can help you reclaim them through a systematic process.
Share Transmission (Transfer of Shares Due to Inheritance)
Share transmission refers to the transfer of shares from a deceased shareholder to their legal heirs or nominees. Unlike share transfer, which involves buying and selling shares, share transmission is carried out without any consideration, as it is based on inheritance.
Other Services
Financial planning is the foundation of financial success. Our end-to-end financial planning services provide a holistic approach to managing your finances, helping you achieve short-term, medium-term, and long-term financial goals.
Protecting yourself and your loved ones from financial uncertainty is a crucial aspect of financial planning. We offer a range of insurance solutions to provide comprehensive financial security.
This service involves creating customized financial plans tailored to the individual needs and goals of clients. Financial planning may.
A well-diversified investment portfolio is key to managing risk and maximizing returns. Our asset allocation strategies are designed to optimize your investments across various asset classes.
Effective tax planning can help you minimize your tax liability and maximize your savings. Our tax experts provide personalized tax planning and ITR filing services to ensure compliance and optimize your post-tax returns.
Why Choose Our Services?
- Comprehensive Solutions: All your financial needs under one roof.
- Personalized Approach: Tailored financial plans and investment strategies.
- Expert Guidance: Access to experienced financial planners, investment advisors, and tax consultants.
- Long-Term Perspective: We focus on helping you build wealth, protect your assets, and achieve financial freedom.
At Raison Fincap Private Limited, we are committed to helping you secure your financial future and achieve your dreams. Contact us today to schedule a consultation and take the first step toward financial success!
