Start with family and financial records
Search for old company names, folio references, dividend papers, bank statements, and tax documents before assuming the holding is unrecoverable.
Understand the two layers of the case
Families often need both transmission support because the shareholder is deceased and duplicate-certificate or tracing support because the certificates are missing.
Check for IEPF exposure
If the holding stayed inactive for years, the related shares or dividends may already have moved to IEPF, which adds another recovery layer.
Detailed FAQs
Can heirs recover shares even if the certificates are lost?
Yes. Many such cases can still move ahead, but they usually need more documentation and a structured process.
Does the family need transmission first or duplicate certificate first?
The order depends on the holding status, but both issues often need to be addressed in the same overall case.
Can such cases also become IEPF claims?
Yes. If the shares remained inactive for long periods, IEPF transfer may become part of the recovery route.
Need Help With This Share Recovery Issue?
ClaimMyFunds can guide you through tracing, documentation, transmission, duplicate certificate, and IEPF-related recovery steps.