Retirement & Planning

The paperwork nobody else wants to handle

From recovering forgotten shares to planning your retirement income, our service desk takes care of the process-heavy work for you.

₹9+ Cr

IEPF Claims Recovered

800+

NPS Accounts Opened

3,000+

Financial Plans Delivered

What We Handle

Specialist support for process-heavy requests

Retirement Schemes

National Pension System (NPS Tier I & II)

Low-cost pension scheme under PFRDA offering exclusive Section 80CCD(1B) tax deduction of ₹50,000.

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Tax & Wealth Planning

Holistic Financial Planning & Asset Allocation

Comprehensive goal mapping (child education, retirement corpus, emergency funds) and portfolio review.

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Transmission Desk

IEPF Claim & Share Recovery Desk

Assistance in recovering unpaid dividends, unclaimed shares transferred to IEPF, and legal heir transmission.

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Legacy Planning

Basic Will Writing & Nominee Structuring

Facilitating estate planning, will drafting assistance, and multi-asset nominee consolidation.

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IEPF Recovery

How we recover your shares from IEPF

Share Your Details

Company name, folio/DP-Client ID, and years of unclaimed dividend.

Document Assessment

We verify eligibility and prepare the IEPF-5 claim documentation.

Claim Filing

Submission to the IEPF Authority and coordination with the company RTA.

Recovery Tracking

Regular updates until shares and dividends are credited to your demat account.

IEPF claims are processed as per the Investor Education and Protection Fund Authority (Accounting, Audit, Transfer and Refund) Rules. Timelines depend on IEPF Authority and RTA processing, typically ranging from 60-120 days. Dematerialisation of physical share certificates is handled under our Stock Broking & Capital Markets desk.

Have unclaimed shares or old certificates?

Send us your folio details and we'll assess your recovery case at no cost.