Share Recovery Agent in Whitefield, Bengaluru
Most share recovery work we do for Whitefield is inherited: a parent’s certificates, often from another state or another country, that need to be transmitted to someone who has settled here for work.
We handle the documentation, the registrar correspondence and the IEPF filing from our Gurugram office, remotely. The first assessment is free, and there is no advance professional fee.
Serving Whitefield, Bengaluru · Bengaluru Urban district from our Gurugram officeReviewed 18 September 2026
Inheriting shares from elsewhere while living in Whitefield
Whitefield filled up with people who moved to Bengaluru for the technology industry, from across India and from abroad. When a parent dies in the home state, the shares do not follow the family to Karnataka: the folio stays with the company’s registrar, under the personal law and the state procedures that applied where the shareholder lived.
That split — heir in Whitefield, shareholder’s records in Kanpur or Kolkata or Kochi — is what makes these claims slow when they are attempted piecemeal. It is also why almost none of it needs travel, if the documents are assembled in the right order.
Claiming from Whitefield when the shareholder lived elsewhere
The registrar deals with you wherever you live, so the claim itself can be run from Bengaluru. What is tied to the shareholder’s home state is the supporting paperwork: a legal heir certificate comes from that state’s revenue authorities, and a succession certificate, where one is needed at all, is applied for in the court where the deceased ordinarily lived.
If you are an NRI or hold an OCI card, affidavits and indemnity bonds signed abroad must be notarised and then apostilled or attested at an Indian mission before a registrar will act on them. That has the longest lead time of anything in the process, so start it first.
- Death certificate, SEBI’s transmission request form (Annexure-3) and the claimant’s KYC documents
- A notarised indemnity bond and affidavit-cum-NOC from the other heirs, for holdings within SEBI’s limits
- For documents signed outside India: notarisation plus an apostille, or attestation at the Indian embassy or consulate
- A demat account in the claimant’s name — for an NRI, usually one linked to an NRO account
What we handle for clients in Whitefield
How a Whitefield claim actually runs
Five stages, the same wherever you are. Nothing here needs you to travel, and nothing is billed until the last one.
- 1
Free assessment
You send whatever you have — a certificate, a folio number, a name, sometimes only a company. We tell you what exists and what it is likely worth before you commit to anything.
- 2
Tracing and confirmation
We search the IEPF records and write to the registrar to confirm the holding, the corporate actions applied to it since, and who it currently stands in the name of.
- 3
Documents assembled
Death certificate, heirship evidence, indemnity bond, NOCs, KYC and the demat account details — prepared in the order the registrar and the company will want them.
- 4
Filing and follow-up
Form IEPF-5, the transmission request or the duplicate issue is filed, and we chase the company Nodal Officer and the Authority until the verification report moves.
- 5
Shares credited
The securities are credited directly to your own demat account. Our fee becomes payable at this point, and not before.
Zero advance fee — what Whitefield clients pay, and when
We charge no advance professional fee. Our fee is a percentage agreed with you before we start, payable only once the shares or dividends have reached your own demat or bank account. If nothing is recovered, you owe us no professional fee at all.
- Nothing to pay for the assessment, and nothing while the claim is running
- The percentage is fixed in writing before any work starts — it does not move later
- Statutory and third-party costs — stamp duty, notary, court fees, newspaper notices — are paid by you at actuals, with receipts
- Shares are credited to your account, never to ours; we never take custody of your securities
Anyone who asks you for money before a claim has been assessed is worth walking away from. Read the full fee policy.
Areas we cover around Whitefield
Claims are handled remotely across Bengaluru, with documents collected by courier and identity verified over video. There is no need to travel to our office.
- ITPL
- Varthur
- Marathahalli
- Brookefield
- KR Puram
- Hoskote Road
Questions from Whitefield
I live in Whitefield and my father’s shares are registered in another state. Can you still help?
Yes. Share registers are held centrally by each company’s registrar, so the claim does not depend on where you live. Only state-issued documents, such as a legal heir certificate, come from the state where the shareholder lived.
I am working abroad. Do I have to come to India?
Usually not. Documents can be signed where you live, notarised, and then apostilled or attested at an Indian mission, and the shares are credited to your demat account in India.
Do we need a succession certificate?
Only if the holding is above SEBI’s limits — ₹10 lakh per company for physical shares, ₹30 lakh for demat — and there is no will or legal heirship certificate. Below those limits an indemnity bond and NOCs from the other heirs are generally enough.
Several siblings are involved and one lives overseas. Does that stop us?
No, but it sets the pace. Every other legal heir has to sign an affidavit-cum-NOC, and a sibling abroad has to have theirs notarised and authenticated locally. Getting that moving early is usually what decides how long the whole claim takes.
What do you charge?
Nothing for the assessment and nothing in advance. An agreed percentage of the recovered value is charged after the shares are credited to your demat account. Statutory costs such as court fees, stamp duty and notarisation are paid by you at actuals.