Our team helps you locate and reclaim unclaimed financial instruments, such as forgotten bank accounts or investments, safeguarding your wealth and maximising your resources.

During their lifetime, investors diligently save and invest their hard-earned money in various financial instruments such as bank deposits, insurance policies, Post Office schemes, Provident Funds, stocks, and mutual funds. However, tracking these investments can become challenging over time, especially if contact details like email IDs or mobile numbers are changed, or if updated bank details are not provided to the respective institutions. In our experience, we have assisted investors in recovering their assets from forgotten or missed investments, ensuring that their wealth is safeguarded and fully realised.

For instance, one investor had purchased physical shares many years ago but was unable to convert them to demat format or claim dividends due to outdated records. We facilitated the conversion to demat, updated all necessary bank details, and assisted the investor in claiming the entire funds along with missed dividends. In another case, a senior investor had invested in mutual funds through a bank in physical form and subsequently forgot about these holdings. Our team tracked the forgotten mutual funds, updated KYC and bank details, and helped the investor withdraw the accumulated funds. Such interventions enable investors to reclaim money from various financial instruments that may otherwise remain unclaimed.

According to government data, more than ₹10,000 crores are currently held in unclaimed investments across the country. If funds remain unclaimed for over eight years, they are transferred to the Investor Education Funds, making timely recovery essential for investors wishing to access their rightful assets.