Explore Sanjeevani – The Self-Serve Tech Platform

Sanjeevani is Jeevantika’s state of art communication and process management platform. It encompasses solution to all possible hurdles faced by the shareholder.

The primary idea of Sanjeevani is to heal two basic problems.

  1. It understands Shareholder’s unique problem
  2. Offers customised solution for every unique problem

It’s a self-serve tech platform which also offers customers option to Upgrade for Premium Services upon request by the Shareholder.

Let’s explore Sanjeevani in a step by step manner to understand its features and its innate ability to both process shareholders unique problems and simultaneously offer customised solutions.

Step 1: Fill Registration Form

Step 2: Post Registration, it will ask for you to Login with your mobile number and your password.

Step 3: After logging in, complete the Personal Details.

Step 4: After completing personal details, fill the company details by selecting the company from the drop-down list of companies. Fill the number of shares that you hold. Complete the set of relevant questions asked for determining your potential problems. You can add more than one Company.

Step 5: After completing the registration page, you will be directed to the Dashboard. All your combined work with completion status is reflected on this page thru the tracker. Click on the name of the company on the top of the tracker to further explore Sanjeevani.

Step 6: This section covers all relevant details required to be furnished, to complete the requisite formats of the RTAs to process the application. This unique platform offers you to create and maintain your communication with both Company and RTA thru its Create Letter section.

Step 7: After filling relevant section as required in the last step, you can download your completed formats ready to be printed and sent to the RTA/Company/IEPF. The tracker on the Dashboard will keep track of your completed work and will keep you updated on the amount of work completed.

Step 8: Keep track of your tracker to complete your process and reclaim your shares. That’s how easy we have made it. So, let’s begin. Register and start with the process of reclaiming your shares.

Understanding process of retrieving Unclaimed and Lost physical share certificates

We get a lot of calls from concerned shareholders about understanding the process for retrieving their shares from RTAs/Company and IEPF.

It’s a cumbersome process which requires alacrity and attention to details while corresponding with the RTA/Company or IEPF. The process tests your patience, both in terms of time and assembling of paper work.

Shareholders need to understand that the initiation of process requires them to first identify the nature of their potential problems. Shareholders who live in denial, are often the most who are harassed by the stringent process.

For any shareholder who intends to work by themselves needs to understand two aspects of the process, viz. Flow of communication with RTA/Company/IEPF and Time taken for processing of communication.

Flow of Communication

Disclaimer: The images are for illustration purpose only. Actual flow of communication and time taken for processing communication might vary with different Registrar and Transfer Agent, Company and IEPFA respectively.

The above flow chart depicts the process and flow of communication with respect to the duplicate issue of shares and also encapsulates the process of retrieval of shares from IEPF. The flow of communication might differ with respect to different RTAs but the line of thought might remain the same.

The success of any correspondence depends on the understanding of the issues by the respective shareholder. The shareholder must understand that it is not the prerogative of the RTA to make you understand the discrepancies with the respect to his/her case.The RTA will keep rejecting the documents if it does not adhere to its language and format.

These flow of communications makes the process cumbersome and complex and requires a lot of patience.

Time taken for Processing Communication

Disclaimer: The images are for illustration purpose only. Actual flow of communication and time taken for processing communication might vary with different Registrar and Transfer Agent, Company and IEPFA respectively.

The above image depicts the cumulative time taken to process the correspondence between the RTA/Company/IEPF and shareholder. Timelines might differ with different RTAs with respect to complexity of cases, with simple matters taking less time than complex matter.

These timelines portray how much time a shareholder needs to invest to reclaim his investment. When it becomes a never-ending saga, usually a lot of people lose interest in the middle of the process.

Through our Self-serve tech platform “Sanjeevani”, we have tried to address both these issues by tracking both flow of communication and managing timelines.