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Physical Shares Desk
Trace, Recover & Claim Your Old Physical Shares
Lost certificates, a deceased holder, shares moved to IEPF or unclaimed dividends? FAG Finance helps you trace the company and folio, and guides the recovery or claim with a documentation-first process.
0certificates reviewed
0Cr claim value assisted
0process stages tracked
SpecimenShare Certificate
Folio Review
- Holder CheckKYC, name and signature match
- RTA MappingRegistrar route and claim status
- Claim RouteTransfer, duplicate issue or IEPF claim
Authorised Signatory
Why Old Physical Shares Go Missing
Shares bought years ago on paper are often forgotten, lost or stuck in the system. These are the most common situations.
Lost or Damaged Certificates
Certificates misplaced, destroyed or never received, so the shares cannot be sold or transferred.
Deceased Holders
The original holder has passed away and the shares were never transmitted to the nominee or legal heirs.
IEPF Transfers
Shares and dividends left unclaimed for years can be moved to the Investor Education and Protection Fund (IEPF).
Unclaimed Dividends
Dividends never collected because of old bank details, address changes or lost warrants.
Our Services
What our desk can help with, from tracing the company and folio to following up the claim.
Company & Folio Tracing
Identify the company, its current name, the registrar (RTA) and the folio linked to your old certificates.
Lost Certificate Recovery
Duplicate issue guidance with affidavit, indemnity and RTA follow-ups for lost, damaged or misplaced certificates.
IEPF Claims
Claim preparation and follow-up for shares and unclaimed dividends transferred to IEPF.
Transmission
Succession, nominee, legal heir and probate-led documentation.
Name Mismatch
Support for spelling, address, KYC and signature mismatch cases.
Demat Conversion
Move eligible physical certificates into demat form after verification.
Process Timeline
A structured six-step path keeps certificate cases documented, traceable, and ready for RTA or company review.
1
Initial Review
Check certificate, company name, folio and holder details.
2
Document Checklist
Map missing KYC, legal and bank documents.
3
Company/RTA Mapping
Identify active registrar and claim route.
4
Claim Filing
Prepare forms, affidavits, indemnities and submissions.
5
Follow-up
Track queries, objections and verification requirements.
6
Transfer/Demat
Complete final transfer, demat or IEPF claim closure.
Documents Needed
Common documents that decide how quickly an old certificate case can move.
PAN & Aadhaar
Old Certificates
Folio Details
Bank Proof
Succession/Probate
Death Certificate
How Cases Get Resolved
How physical share cases are typically resolved by a documentation-led desk.
Transfer
Holder or heir transfer after document verification.
Duplicate Issue
Replacement process for misplaced or damaged certificates.
IEPF Claim
Recover shares and dividends moved to investor fund.
Delay Points
RTA objections, missing legal proof and KYC mismatch.
Fees & Your Document Check
Know what is covered and what to expect before you decide to go ahead.
What the initial check covers
- Review of the details and documents you share
- Tracing the company, registrar (RTA) and folio status, where possible
- Which route applies: duplicate issue, transmission or IEPF claim
- The list of documents you will need
Fees
- No payment is needed for the initial check
- Our service fee depends on the type and complexity of your case and is shared with you in writing before any work begins
- Government, stamp-duty and registrar charges, if any, are separate
Example Case Scenarios
Typical situations our desk handles and how a case is approached.
Certificates lost over the years
Situation: An investor holds an old folio number but the certificates were misplaced during a house move.
Approach: Trace the company and its current registrar, confirm the folio, then prepare the duplicate issue documents with affidavit and indemnity.
Shares of a deceased family member
Situation: A legal heir finds physical certificates among the papers of a parent who has passed away.
Approach: Check nominee and succession documents, match the holder’s details and file for transmission with the registrar.
Shares moved to IEPF
Situation: Dividends were not collected for years and the shares have been transferred to the IEPF.
Approach: Confirm the transfer, assemble the claim documents and follow up until the claim is processed.
Note: These are illustrative scenarios, not records of specific clients. Every case is different, and recovery and value are not guaranteed.
Tell Us What You Hold
Share a few details and our team will get back to you with the next step. The more you can tell us, the faster we can help.
- Company name and folio number, if you have them
- Copies of the share certificates
- PAN and Aadhaar of the holder
- Death certificate and legal heir documents, if the holder has passed away
Physical Shares FAQs
Quick answers before you start a document review.
Many cases can be reviewed if certificate, folio, holder, company or legal heir information is available.
Original certificates help. If they are lost, duplicate issue routes may be explored with affidavits and indemnity documents.
The desk can help review documents, prepare claim information and guide follow-ups with relevant stakeholders.
When dividends stay unclaimed for seven consecutive years, the related shares can be transferred to the Investor Education and Protection Fund (IEPF). Holders or legal heirs can still apply to claim them, subject to the documents the authority requires.
Legal heirs can usually apply for transmission of the shares. The documents needed depend on whether there is a nominee, a will or a succession certificate, and the company’s registrar (RTA) decides on the claim.
Old companies are often renamed, merged or moved to a new registrar. Share the certificate details you have and we will help trace the current company, RTA and folio status.
No. Recovery and value are never guaranteed. Timelines depend on the company, the RTA, the regulator and the documents available.
Have old certificates or folio details?
Share the available information and our team will help you understand the next step.
Disclaimer: No guarantee of recovery or value. Outcomes depend on the company, the registrar (RTA), regulatory processes and the documents available. Information on this page is for general guidance only and is not legal, tax or investment advice.
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