How the Process Works
Each case is handled step-by-step based on the exact issue involved. There are no shortcuts, clarity comes before submission.
Most issues with physical share certificates or IEPF claims are not rejected because they are impossible,
They are rejected because they are handled without understanding the exact compliance requirement.
Our process focuses on identifying the issue first, then acting only once the correct path is clear.
Step 1: Document review and RTA discussion
-
Review all available share-related documents
-
Speak directly with the concerned RTA to understand the issue
-
Understand the exact reason for rejection or delay
-
Identify which documents are actually required
-
Share clear instructions before any submission is made
This step prevents trial-and-error submissions.
Step 2: Submission, Rectification & Approval
-
Submit documents strictly as advised by the RTA
-
Handle corrections or additional requirements, if any
-
Re-submit documents in the correct format
-
Respond to objections calmly and precisely
-
Receive approval mail or confirmation from the RTA
Frequent changes without RTA instruction are avoided, as they often delay approval.
Step 3: IEPF coordination
-
Share RTA approval with IEPF
-
Coordinate with IEPF authorities
-
Respond to clarifications, if raised
-
Track progress until credit is completed
Not all cases involve IEPF. This step applies only when shares or dividends have already moved to IEPF.
Final outcome
-
Shares credited to demat account
or -
Amount credited to bank account
-
Case closed successfully
Fees are charged in milestone-based phases, not upfront.
Each phase is linked to progress in the process to maintain transparency and trust.
This ensures:
-
No payment without movement
-
Clear accountability at each stage
-
Alignment between effort and outcome