Our Services
Recovery of Shares Transferred to IEPF (Investor Education and Protection Fund)
+91 70260 33115 | +91 98459 46476
Description
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.
Steps for Reclaiming Shares from IEPF
- Verification of Eligibility: We verify your eligibility to claim shares from the IEPF based on your ownership records.
- Filing an IEPF Claim Form: We assist you in filing the IEPF Form-5, which is required to initiate the reclamation process.
- Submission of Supporting Documents: We help you compile and submit the necessary documents, such as proof of ownership, identity proof, and shareholding details.
- Follow-Up with Authorities: Our team follows up with the IEPF Authority and the company’s RTA to expedite the reclamation process and ensure a smooth transfer of shares back to your demat account.
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!
