Recover unclaimed mutual fund investments
Old folios often sit untouched for years after an address change or a family member's passing. We trace them, fix the KYC, and get the value paid out to you or your heirs.
- Folio tracing across AMCs (CAMS / KFintech)
- KYC regularisation and bank mandate update
- Transmission of units to legal heirs
- Redemption and payout follow-up
- NRI and overseas heir support
- Clear written quote before work begins
- Typical timeline
- 2\u20134 months
- Fee structure
- % of recovery or flat fee
Tell us what is stuck
Tell us about your shares. We reply within 24 hours with the next step and a written quote.
Your details stay confidential and are used only for your claim. We never ask for your demat password, card details or an OTP.
Already a client? Sign in to the client portal to upload documents, or track your case by reference number.
Free Consultation
Share your details and documents. We listen to your case and give honest initial guidance — no charge, no obligation.
Case Analysis
We assess the folio, company and authority involved, then send a written quote with a clear timeline. No hidden charges.
Documentation
We prepare every affidavit, indemnity and form. You only review and sign.
Filing & Follow-up
We file with the RTA, company and IEPF authority and chase every stage on your behalf.
Recovery
Shares or money are credited directly to your account. We stay on the case until it closes.
I had inherited shares from my father but had no idea how to proceed. The team guided me through every step and made the entire process hassle-free.
As a first-time investor I was overwhelmed by the complexity of recovering my shares. They broke everything down into simple terms.
The documentation was seamless. They handled the paperwork with such care that I never felt confused or stressed at any point.
I needed expert guidance on my IEPF claim. SK Consultancy gave personalised advice and their follow-up support was exceptional.
I had inherited shares from my father but had no idea how to proceed. The team guided me through every step and made the entire process hassle-free.
As a first-time investor I was overwhelmed by the complexity of recovering my shares. They broke everything down into simple terms.
The documentation was seamless. They handled the paperwork with such care that I never felt confused or stressed at any point.
I needed expert guidance on my IEPF claim. SK Consultancy gave personalised advice and their follow-up support was exceptional.
The documentation was seamless. They handled the paperwork with such care that I never felt confused or stressed at any point.
I needed expert guidance on my IEPF claim. SK Consultancy gave personalised advice and their follow-up support was exceptional.
I had inherited shares from my father but had no idea how to proceed. The team guided me through every step and made the entire process hassle-free.
As a first-time investor I was overwhelmed by the complexity of recovering my shares. They broke everything down into simple terms.
The documentation was seamless. They handled the paperwork with such care that I never felt confused or stressed at any point.
I needed expert guidance on my IEPF claim. SK Consultancy gave personalised advice and their follow-up support was exceptional.
I had inherited shares from my father but had no idea how to proceed. The team guided me through every step and made the entire process hassle-free.
As a first-time investor I was overwhelmed by the complexity of recovering my shares. They broke everything down into simple terms.
Frequently asked
Typically: PAN and Aadhaar of the claimant, client master list of your demat account, cancelled cheque, original share certificate (if available), and the IEPF-5 acknowledgement. For deceased holders we also need the death certificate and succession or legal heir proof. We give you an exact checklist after the free consultation.
Get a free case assessment
Tell us what you hold. We will tell you exactly what is recoverable, how long it takes and what it costs — in writing, before any work starts.