We partner with investors to tackle the most complex legal and documentation challenges in recovering stuck investments. Our dedicated team brings deep functional expertise to deliver a hassle-free and transparent asset recovery experience.
Crores Recovered
Happy Clients
Success Rate
Years of Expertise
Comprehensive solutions for financial asset recovery
Recover your unclaimed shares & dividends from IEPF. We help shareholders reclaim shares and unpaid dividends that have been transferred to the Investor Education and Protection Fund (IEPF). Our team assists with documentation, application preparation, and the overall claim process to make recovery simple and hassle-free.
Convert Your Physical Shares into Demat. Still holding physical share certificates? We assist you in converting your physical shares into electronic form and getting them credited to your Demat account. Our process helps reduce paperwork and makes your investments easier to manage.
Get Duplicate Share Certificates for Lost Shares. Lost or damaged your share certificates? We provide assistance with the duplicate share certificate process, including documentation, verification, and coordination with the concerned company or Registrar & Transfer Agent (RTA).
Transfer Shares to Legal Heirs & Nominees. We assist with the transmission of shares when a shareholder passes away. Our team helps legal heirs, nominees, and beneficiaries complete the required documentation and formalities for transferring shares to the rightful holder.
Buy & Sell Unlisted Shares with Confidence. Explore opportunities in the unlisted share market with professional assistance for buying and selling unlisted securities. We help clients understand the transaction process, documentation, and applicable requirements.
Recover Your Unclaimed Mutual Fund Investments. Have an old or forgotten mutual fund investment? We assist investors in identifying and recovering unclaimed mutual fund investments and related amounts, subject to the applicable procedures and documentation.
The SM Finvest Advantage
We combine specialized knowledge with practical insights to deliver solutions that simplify the recovery of your investments. We take the hassle out of complex legal and compliance procedures.
Analyze your claim.
Prepare required files.
Navigate the process.
Coordinate with authorities.
Reclaim your assets.
Challenge: Shares transferred to IEPF over 15 years ago due to address mismatch.
Solution: Complete documentation rebuild, KYC update, and aggressive follow-up with RTA and IEPF authorities.
Resolved a 10-year pending transmission case involving missing death certificates and outdated succession documents.
View Story →Assisted a senior citizen in recovering lost physical certificates via duplicate issue and successful dematerialisation.
View Story →Let's discuss your case and find the fastest path toward recovering your lost investments.