ANCILLARY SERVICES
What Sets Us Apart?
How it works?
Dematerialisation Of Securities
SEBI has mandated that from 1 April 2019, all securities are to be mandatorily converted to dematerialised form to allow sale and transfer of those securities. Investors can continue to hold shares in physical form but will not be allowed to trade unless dematerialisation is completed.
Benefits of Dematerialisation
- Immediate and fast transfer of securities.
- Elimination of ‘Bad Deliveries’.
- Elimination of risk by loss, theft, mutilation etc.
- Faster settlement and disbursement of Corporate benefits like Bonus, Rights, Dividends etc.
- Elimination of mismatch in Bank Accounts and Address.
- Convenient Nomination facilities.
- Convenient Transmission formalities in case of death of a holder.
- Demat account information and statement regularly sent to the customer.
Claiming Unclaimed Investments
Some estimate says that over INR 82,000 Cr lying unclaimed in dormant bank account, Mutual fund and share.
How we help you
Tracing the investments
We help you in finding the details of investment which are unclaimed.
Completing documentation process
After Finding the investment we will guide on completing paperwork required to claim the investments.
Claiming the amount
Once the documents are ready, we will help you in processing the documents and claiming the amount.
Tips to avoid unclaimed investments
- Keep family informed about finances
- Always have a nominee
- Write a will today
- Keep updating details whenever there is change