Recover Wealth. Realize Dreams.

We help you recover unclaimed shares, fix KYC paperwork, and invest purposefully in mutual funds, stocks, and IPOs.

Search Unclaimed Shares Start Goal Plan Open Demat
44,000+
Registered Users
1500+
Cases Guided
40+
Workshops & Cohorts
30 min
Doc Prep (avg)

Our Services

Unclaimed Shares

Recover shares stuck due to IEPF, KYC, transmission, or duplicate issues.

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Mutual Funds

Curated goal‑based baskets—Conservative, Moderate, Aggressive.

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Stocks & IPO

Open demat, invest in equities, and participate in IPOs with guidance.

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How it works

Step 1
Recover

Search, diagnose, and generate documents for unclaimed shares (free).

Step 2
Invest

Turn recovered wealth into MF SIPs, stocks, or IPOs—goal‑first.

Step 3
Realize Dreams

Fund life goals: home, education, retirement, vacations and more.

Goal‑based MF Baskets

Conservative

Capital protection + steady growth.

  • Capital protection first – built with debt, liquid, and hybrid funds.
  • Low volatility – designed for short to medium horizons where safety matters.
  • Ideal for preserving wealth, emergency funds, or near-term goals.
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Moderate

Balanced growth with controlled risk.

  • Balanced growth & stability – mix of equity, hybrid, and debt funds.
  • Manages risk smartly – protects during downturns, grows during rallies.
  • Ideal for medium to long-term goals like education, home, or vacations.
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Aggressive

Higher risk for higher long‑term returns.

  • High-growth orientation – equity-heavy with mid & small-cap exposure.
  • Best for long horizons – lets compounding work through market cycles.
  • Ideal for wealth creation, retirement, and ambitious life goals.
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Why choose Jeevantika

We turn paperwork into progress and align your money with your goals—securely and compliantly.

  • Expert IEPF & KYC team
  • Free document preparation
  • Goal‑first investment approach
  • Demat & IPO onboarding
  • Transparent pricing & disclosures
Compliance Corner
  • Mutual fund investments are subject to market risks. Read all scheme‑related documents carefully.
  • No guaranteed returns. Past performance is not indicative of future results.
  • IEPF & regulatory processes have statutory timelines beyond our control.

Learn. Invest. Grow.

Join webinars, workshops, and courses hosted on our learning portal.

Go to Learning Hub

What clients say

Recovered my late father’s shares and set up a SIP for my daughter’s education—seamless!

— Anita S.

Clear guidance on IEPF and quick document prep. Now investing with confidence.

— Rohit K.

Frequently asked questions

Use our search & diagnosis tool with your name, company, or folio. We’ll guide you through the steps to verify.

Yes, document preparation is free. Statutory fees and third‑party charges (if any) are separate.

No. Mutual fund investments are subject to market risks; please read all scheme‑related documents carefully.