18+ Years
IEPF Form-5 claim filing & follow-through
Succession certificates, probate & letters of administration
Physical certificate dematerialisation
Transmission for legal heirs & nominees
NRI mandates handled remotely — no travel required
Contingency-based: fees only on successful recovery

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 from our Gurugram office · Reviewed 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, Form ISR-5 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

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.

Other areas we serve

WhatsApp Advisor