Advisory Services

  1. KYC Update
    Signature Verification
    Name Correction
    Succession/Transmission
    Issuance of Duplicate Share Certificate
    Retrieving of shares from IEPF
    Allied services (obtaining succession certificate & other legal document)

Attributes

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Be Open, Be Inclusive | Transparency

We are completely transparent with all our procedures of evaluation of investments, the process lead times and the complete functional path of ‘road to recovery’ of investments.

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Client comes FIRST | Commitment

We commit right and deliver right, on time. We believe in Motto ‘Time is Money’. Our streamlined processes, vast network and strong support systems ensure us that we are ‘First Time Right’. By doing things right, we are always able to deliver before time and keep our customers happy.

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Walk The Talk | Trustworthiness

We believe our clients are there because of the trust they show in us. Our 50% clients are through referrals. We always walk the extra mile to deliver as per our promise

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Don’t Rest Till You get back your Investment | Perseverance

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Tech as enabler | Sanjeevani platform

We enable our customers through technology and bring in complete transparency through our ‘Home Grown’, ‘ First of its Kind’, ‘Adaptive’ platform. Our platform Jeevastra / Sanjeevani provides customer complete view of the process and progress of their cases. Its dashboards provide a comprehensive view of the overall completion and next steps for the implementation.