Service
Inherited & Old Shareholdings
Identify, regularise and recover family investments, even ones you didn't know existed.
Many families discover investments years later: a folder of certificates, an old dividend letter, a passbook entry. Parents and grandparents often invested in dozens of companies, many of which have since merged or been renamed. We help you build a complete picture of what exists, then bring each holding into the right person's name and demat account.
This service is for you if…
- You found old papers suggesting family investments
- Your parents or grandparents invested in shares decades ago
- You're not sure which companies they invested in
- You want to consolidate scattered family holdings
Where cases usually get stuck
- Tracing holdings with very little information
- Mapping old company names to current ones
- Shares already transferred to IEPF
- Transmission across multiple companies and heirs
- Converting everything to demat in one organised process
Your document checklist
- Any old certificates, dividend warrants, letters or bank statements
- Details of the original investor (name, old addresses)
- Death certificate(s), if the investor has passed away
- PAN and Aadhaar of the claimant(s)
- Demat account details of the claimant(s)
This is a general list and may vary by case, company and RTA. We'll give you an exact checklist after reviewing your documents.
What we do, step by step
- 1
Discover
We gather clues from old papers and search records to list every possible holding.
- 2
Map
We identify each company's current name, RTA and the status of the holding.
- 3
Plan
We prepare one clear plan covering transmission, IEPF claims and demat for all holdings.
- 4
Recover
We execute the plan company by company and keep you updated throughout.
Questions about Inherited Shares
Yes, it's a good starting point. One document often leads to the folio number, the RTA and sometimes other holdings of the same investor.
Often needed together
Need help with Inherited Shares? Let's look at your case together.
Send us a photo of your certificate or tell us your situation. We'll tell you what's possible, free of charge.