IEPF Claim Services

Reclaim Your Lost Shares and Dividends with Confidence

Every year, crores worth of unclaimed shares and dividends are transferred to the Investor Education and Protection Fund (IEPF) due to investor inaction or lack of awareness. If you or your family members have lost track of your investments, or if shares remained idle for years in the name of a deceased relative — you may still be able to reclaim them.

At Balaji Imperio, we specialize in end-to-end IEPF claim services, ensuring that the rightful owners or legal heirs regain access to their unclaimed investments smoothly and legally.

What is IEPF?

The Investor Education and Protection Fund (IEPF) is a statutory body established under the Companies Act, 2013 and governed by the Ministry of Corporate Affairs (MCA).
As per the law, if any dividend remains unclaimed for 7 consecutive years, the related shares are also transferred to the IEPF authority. These include:

  • Unclaimed dividends
  • Matured deposits and debentures
  • Shares on which dividends haven’t been claimed

However, investors or their legal heirs can file a claim with the IEPF Authority to get them back — but the process is complex and document-heavy. That’s where we come in.

Common Scenarios We Handle

  • Shares held by a deceased family member
  • Investors who have lost track of their portfolio
  • Shares transferred to IEPF due to non-claim of dividends
  • Name mismatch in records
  • Demat account issues and physical shares recovery

Whether you are an individual, nominee, or a legal heir — we help you reclaim your rightful investments.

Step-by-Step IEPF Claim Process (Handled by Us)

1. Eligibility Check & Data Verification

We begin by verifying whether your shares have been transferred to the IEPF and assess the chances of recovery.

2. Document Compilation

We help you prepare and gather all required documents such as:

  • PAN and Aadhar card (Self and deceased shareholder)
  • Death Certificate (in case of legal heir claim)
  • Legal Heir Certificate / Succession Certificate / Will
  • Shareholding Proof / Demat Statement
  • Bank Proof
  • Address Proof
  • IEPF Form-5 Filing Details
3. Preparation & Filing of IEPF Form-5

Our team fills and submits the Form-5 with MCA, digitally signed and error-free.

4. Submission to the Company

We forward a complete physical set of documents to the concerned company’s Nodal Officer, as per the required protocol.

5. Follow-ups and Clarification

We liaise with both the Company and the IEPF Authority to ensure there are no delays or rejections. We take care of objections, re-submissions, and updates.

6. Final Approval & Refund

Once the claim is approved, the shares/dividends are directly credited to your demat account or bank account.

Why Balaji Imperio?

1.End-to-End Support

From verification to demat credit — we do it all.

2.Transparent & Fair Pricing

No hidden fees. No percentage-based commission. Pay only for the service.

3.PAN India Assistance

Whether you’re in Mumbai, Delhi, Kolkata, or anywhere in India, we serve clients across all regions.

4.Legal Documentation Support

Need a legal heir certificate or notarized affidavits? We help you with that too.

Who Can Claim from IEPF?

  • Registered Shareholder (if alive)
  • Nominee mentioned in company records
  • Legal Heirs or Successors (with proper documentation)
  • Power of Attorney holder (with legal authority)
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