Step-by-step guide to claim IEPF shares and dematerialise physical folios managed by CB Management Services Services Ltd.
Calculate all historical stock splits, bonus shares, and accumulated unpaid dividends instantly.
We handle all end-to-end paperwork, KYC verification, legal drafting, and physical liaison with CB Management Services (P) Ltd.
Recovery of Berger Paints and major eastern corporate folios
Handling transmission cases with or without Will
SEBI Form ISR-1 to ISR-4 documentation
Fast turnaround for IEPF entitlement certificates
Ensure complete compliance under SEBI Master Circulars for physical securities.
For registering PAN, address, email, mobile number, and bank account details.
Bank manager verification of signature to resolve specimen mismatch issues.
For duplicate certificates, replacement, split, or consolidation of shares.
For legal heir claims upon death of original holder or registering nomination.
You can track folio records by submitting your registered folio number, company name, and shareholder PAN to CB Management Services (P) Ltd. ClaimMyFunds offers a free folio search and verification service to trace lost and unclaimed holdings.
Folios are frozen under SEBI circulars if PAN, KYC, bank details, or nominations are missing. You must submit Form ISR-1 (KYC registration), Form ISR-2 (Banker Attestation of signature), and Form SH-13 (Nomination) to CB Management Services (P) Ltd to unfreeze the shares.
Under SEBI guidelines, physical duplicate certificates are replaced with a 'Letter of Confirmation' (Form ISR-4). You need to submit Form ISR-4, an Indemnity Bond on stamp paper, an Affidavit, and for high valuations, an FIR/NCR copy and newspaper publication.
Our experienced team interfaces directly with CB Management Services (P) Ltd to unfreeze folios, issue duplicate certificates, and clear IEPF claims.