Seriate Capital

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Recover What You’ve Earned

Reclaim What’s Rightfully Yours

At Serite Capital, we recognize that keeping track of past investments—whether yours or your family’s—can be challenging. Missed compliances or forgotten details often leave assets unclaimed and out of reach. We also understand that navigating the complex process of reclaiming these investments from government authorities can be time-consuming and overwhelming. That’s where we step in. Our mission is to simplify wealth recovery, eliminating the hassle while serving as your trusted financial and legal advisor. Let us help you unlock the true potential of your unclaimed investments with ease and expertise.

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What We Offer

Our Services

Recovery of Unclaimed Shares and Dividends

At Seriate Capital, we specialize in recovering unclaimed shares and dividends, helping investors unlock forgotten wealth. Many investments are lost due to misplaced certificates, outdated records, or lack of inheritance updates. Our expertise ensures seamless recovery, transferring assets directly to your demat account. Let us handle the complexities while you reclaim your rightful wealth.

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Transmission of shares

We assist in the smooth transfer of shares from a deceased shareholder to their lawful heirs or beneficiaries. This process ensures rightful ownership is passed on without complications, adhering to legal requirements.

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Issue of duplicate shares

If your share certificate is lost, stolen, or damaged, obtaining a duplicate is essential to safeguard your ownership and enable transactions. We simplify the process, ensuring your investment remains secure.

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IEPF Claims and Refunds

Unclaimed dividends and shares are transferred to the IEPF after seven years. Reasons include inactive Demat accounts, lost certificates, or missing communications. To reclaim them, investors must follow a formal process with the IEPF authority.

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Estate Planning

Estate planning ensures the smooth succession of your assets, both during and after your lifetime. Seriate Capital offers expert services to help structure and implement your vision for family wealth continuity, including drafting Wills, POAs, Trust Deeds, and more. Our dedicated team provides tailored solutions to meet your family’s unique needs.

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Demat of Physical Share

Dematerialization converts your physical securities into electronic form, simplifying buying, selling, and transferring shares. It eliminates the need for physical certificates, reduces stamp duty costs, and ensures secure storage. Seriate Capital helps you open a Demat account effortlessly, ensuring smooth management of your shares and easy access to bonuses and credits.

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Comprehensive Reclamation Services for NRIs

Seriate Capital offers hassle-free reclamation services for NRIs to recover unclaimed investments in Indian capital markets, mutual funds, and government securities. We assist with obtaining necessary documents like PAN cards, NRE/NRO bank accounts, and Demat accounts, while ensuring compliance with taxation and FEMA/RBI regulations for smooth repatriation of funds.

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Recovery of In-Operative Bank Accounts

Seriate Capital helps you recover funds from inoperative bank accounts, preventing dormancy charges, limited access, and the risk of account closure. We guide you through the process of reactivating your account and reclaiming any unclaimed funds, ensuring you regain full access to your assets.

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Recovery of Unclaimed Provident Funds and Insurance Policies

Seriate Capital assists in recovering unclaimed Provident Funds (PF) and matured insurance policies. We help clients reclaim their PF in cases of job changes, retirement, or unclaimed funds, as well as recover matured insurance payouts that may be lost due to address changes, lack of awareness, or uncashed checks. Our team ensures that you access your rightful funds with ease and efficiency.

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What We Offer

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