How It Works

How it works

The steps depend on whether you want to dematerialise shares or claim from IEPF. Both start with a free call.

Dematerialising physical shares

  1. Free consultation. We review your certificates and tell you what is needed.
  2. Demat account. You open a demat account with a depository participant, or use an existing one.
  3. Demat request. We help you fill the demat request form and submit it with your original certificates.
  4. Verification. The depository participant sends the request to the company and its registrar, who verify it.
  5. Credit to your account. Once approved, the shares appear in your demat account.

Certificates that are lost, damaged, or in a name that has changed may need extra steps. We will explain this on the call.

Claiming shares and dividends from IEPF

  1. Free consultation. We discuss what you hold and which companies are involved.
  2. Tracing. We check the company, registrar, and IEPF records to identify what was transferred.
  3. Documents. We list what you need and check each document before it is used.
  4. Online claim. The claim is filed online in Form IEPF-5.
  5. Nodal officer. The signed form and original documents are sent to the company\’s nodal officer for verification.
  6. Refund. After the company reports to the IEPF Authority, the authority processes the claim. Shares go to your demat account and dividends to your bank account.

Timelines vary by company and by case. We will give you an honest estimate once we have seen your documents.

Share Revive & Wealth Partners is an independent service provider. It is not affiliated with or endorsed by the Ministry of Corporate Affairs (MCA) or the IEPF Authority.

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