Nomination and estate planning for shares and investments
Most of the difficult cases we handle started with one missing step: no nominee on the account. We audit every holding in the family, register or update nominations everywhere, and put a simple written plan in place so your family never faces a frozen portfolio.
- Nomination audit across demat, physical shares, mutual funds and bank accounts
- SH-13 / nomination form filing with companies and depositories
- Will and succession guidance with partner CAs and lawyers
- Family holding register — one document listing every investment
- Transmission roadmap so heirs know exactly what to do
- Clear written quote before work begins
- Typical timeline
- 2–6 weeks
- Fee structure
- 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.