✦ OUR SERVICES
Comprehensive Assistance for Forgotten, Unclaimed & Inherited Financial Assets
At EQUITY UNLOCK, we assist clients with a range of situations involving old investments, physical securities, unclaimed funds, inheritance-related claims, and record-related challenges. Our role is to help simplify the documentation and procedural journey involved in each case.
Recovery of Lost or Misplaced Physical Share Certificates
Old physical share certificates can be misplaced, damaged, torn, or lost over time. For many families, these certificates may have remained stored away for years without anyone realizing their current status or the process required to access them.
We assist clients in understanding and navigating the procedures involved in:
- Lost share certificate cases
- Misplaced or unavailable certificates
- Torn or damaged certificates
- Duplicate certificate procedures, where applicable
- Documentation and application requirements
- Regularization and conversion of eligible holdings into demat form
Inheritance & Ancestral Claim Assistance
When a parent, grandparent, or other family member has passed away, their financial investments may not always be automatically transferred to the next generation. In some cases, family members may not even be aware of the investments that existed.
We assist with the procedural journey related to inherited financial assets, including:
- Understanding available investment records
- Identifying documentation requirements
- Assisting with ownership transfer procedures
- Coordinating the necessary declarations and supporting documents
- Helping families navigate inheritance-related formalities
Unclaimed Dividends & Funds Retrieval
Financial assets may remain unclaimed for many years. This can happen because dividend cheques were not encashed, addresses changed, communication was missed, or investments were simply forgotten.
We assist clients in understanding and pursuing the relevant process for eligible claims relating to:
- Unpaid or unclaimed dividends
- Old financial investments
- Matured deposits or instruments
- Other eligible unclaimed financial assets
Name, Address & Signature Correction Services
Even a small mismatch in official records can create significant difficulties. A name may have changed after marriage. An old address may still appear in company records. A signature may no longer match historical records.
We assist with requirements related to:
- Name corrections & mismatch resolution
- Address updates in official registers
- Signature-related documentation & attestations
- Supporting declarations and records
- Updating eligible investor or shareholder information
Transmission & Legal Hierarchy Settlement
When financial assets are held in the name of a deceased investor, the transfer process may require specific documentation depending on the circumstances of the case.
We assist in preparing and coordinating:
- Affidavits & Indemnity bonds
- No Objection Certificates (NOCs)
- Declarations & Family settlement deeds
- Supporting legal heir documentation
- Other documents required for the applicable process
Need Help Understanding Your Situation?
You may not need to have every document before taking the first step.
If you have an old share certificate, incomplete investment details, historical documents, or information about an investment belonging to a family member, get in touch with us to discuss your situation.