Answers to what
every investor asks.

Our fee is charged only after your investment is successfully recovered and credited to your account. There is no retainer, no upfront cost, and no bill if we cannot recover the asset. This aligns our incentives with yours — we only earn when you do.

Very little. A name (yours or the deceased), any known company or fund, and an approximate decade of investment is usually enough for us to begin tracing. We build the rest of the file from public records, RTA databases and company registers.

Straightforward IEPF-5 filings settle in 6–9 months once all documents are in order. Complex cases involving deceased holders, missing certificates, or multi-heir succession can extend to 12–18 months. Your assigned analyst gives an estimated timeline after the first case review.

Yes. Even if the physical certificates are lost, the underlying holdings still exist in company records. We handle the duplicate issuance process — public notice, indemnity, affidavit — and then transmit the shares to the legal heirs.

Yes. Our in-house legal team handles probate of wills, letters of administration, and succession certificates end-to-end — including court filings, kin verification, and coordinating with RTAs to release securities post-order.

Absolutely. All communications, documents, and case details are handled under strict confidentiality. Access is limited to the assigned analyst and the legal team supporting your file. We do not share client data with third parties for any purpose beyond executing the recovery.

That's exactly what our tracing service is for. Using name, PAN, address history, and RTA cross-references, we can identify holdings you may not have known existed — often across a dozen or more companies dating back decades.

Yes. We regularly serve non-resident Indians recovering ancestral investments in India. All coordination happens over email, video calls, and courier — physical presence is not required at any stage.

We evaluate every case regardless of value. During the free review we advise honestly on whether the expected recovery justifies the effort — for very small holdings, the cost-benefit may not favour a full engagement, and we'll tell you upfront.