The Wealth Finder
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Free Open House · Sunday, 6 December · Delhi

Sit with our team on Sunday, 6 December. We go through your papers with you and explain which process applies, and what it needs.

Get my free pass Message us on WhatsApp

Meet our team in person on 6 DecemberFree entry · Limited slots only

The Wealth Finder team together in their company T-shirts
The Wealth Finder team
Watch real moments from our teamYouTube Short

Real families, real cases

What families brought to us, in their own words, and how cases like theirs usually work.

Physical CEAT shares she held with her late husband

My late husband and I held some physical shares in CEAT Limited. I, being a senior citizen struggled for many years to recover these shares. Then I contacted The Wealth Finder. Raghav and his team helped me get back my shares in my demat account.
Sushma BahlCR Park, Delhi

How cases like this work

  1. Check the names on the certificateJoint holders are listed in order, and the surviving holder can apply.
  2. Remove the late holder's nameThe surviving holder sends the company's registrar the death certificate and ID proof.
  3. Move the shares to dematThe shares then go into the surviving holder's demat account.

His father's Akzo Nobel shares, from three decades ago

My father had some shares in Akzo Nobel, due from the past three decades. The Wealth Finder assisted me in transferring those shares into my name and I am thankful for the same.
Vinod K JollyDefence Colony, Delhi

How cases like this work

  1. Check the papersThe certificate or folio number, the company, and whose name the shares are in.
  2. Apply for transmissionThe legal heir sends the company's registrar the death certificate, ID proof and the succession papers it asks for.
  3. Shares move to the heirOnce the registrar accepts the papers, the shares are moved into the heir's name, in demat form.

Unclaimed shares and dividends in his father's documents

I recently discovered unclaimed shares and dividends while going through my father's documents. Unsure of the process, I contacted The Wealth Finder. … The team, particularly Raghav and Smriti Kalra (my relationship manager), were incredibly efficient and responsive throughout.
Mithilesh Kumar JhaEast Singhbhum, Jharkhand

How cases like this work

  1. Check for an IEPF transferShares whose dividends were never claimed may have been moved to the IEPF, a government fund.
  2. File the claimThe claimant files form IEPF-5 online and sends the signed papers to the company for checking.
  3. Back to the familyOnce the company and the IEPF Authority approve the claim, the shares go to the claimant's demat account and the dividends to their bank account.

Real reviews from The Wealth Finder's clients. Every case depends on its documents, and timelines vary.

More from clients

I was skeptical at first, but your team explained everything clearly and handled all the paperwork, even with the long process.
Samuel Maxmius PereiraMumbai, Maharashtra
I am very much thankful for the support of your team for claiming my shares of TCPL.
Premlata KediaKanpur, Uttar Pradesh
I had a great experience with The Wealth Finder. Their team was professional and handled my case with utmost care and dedication.
Vinod Kumar KatariyaPratap Nagar, Madhya Pradesh

Moments from our team

Opens InstagramWhen a case closes, the team rings the bell Opens InstagramDussehra with the team in Delhi YouTubeA short from our team on old shares YouTubeOld shares in the family? A short from our team

Do you have old investments nobody has looked into?

In many homes, old financial papers sit in files and lockers for years. Some are worth checking before anyone throws them away.

Old certificates at home

An old physical share certificate found in a family file.

A parent's shares

Shares still recorded in a parent's or grandparent's name.

Letters you don't understand

A dividend letter or company letter that nobody in the family can explain.

A possible IEPF case

Holdings or unpaid dividends that may need an IEPF claim or transmission.

Never moved to demat

Certificates that were never converted into demat form.

Family abroad

They can send photos of the papers on WhatsApp, or someone in Delhi can bring them.

You don't need to know what the shares are worth to ask about them.

What happens at the Open House

Get clarity before you take the next step.

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Bring your papers

Certificates, dividend letters and ID. Whatever you have is a good place to start.

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Sit with our team

We go through your papers with you, at a table, in person.

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Understand the routes

IEPF claims, unpaid dividends, transmission and demat, explained in plain words.

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Know the documents

The KYC, ownership and supporting papers your case may need.

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Ask your questions

Anything about your own documents. Then decide in your own time.

These scenes are AI-generated illustrations from our Open House film. The people shown are not real clients.

The Wealth Finder team together in their company T-shirts
The Wealth Finder team

The people behind The Wealth Finder

A team in South Extension, New Delhi, working on old shares, IEPF claims, transmission and NRI cases. Our team will be at the Open House to go through your papers with you.

  • Mr. Vivek VijayCo-Founder
  • Mr. Sanchit VijayCo-Founder
  • Navdeep SinghCo-Founder

Limited slots only

Get your free pass

Fill in a few details and our team will confirm your pass on WhatsApp.

  1. 1Fill the short formYour name, number, city and what papers you have. Or message us on WhatsApp.
  2. 2We confirm on WhatsAppOur team checks your answers and replies on WhatsApp with your pass.
  3. 3Come with your papersYour pass has the time and venue. Bring the certificates, any dividend letters and ID.

Our team confirms every pass on WhatsApp.We never ask for passwords, OTPs or demat logins.

Not ready yet? Follow our Open House channel on WhatsApp for updates.

What do you have?

Whose name are the shares in?

Please don't enter folio, PAN or certificate numbers.

or message us on WhatsApp

Questions families ask

Still have a question? Ask us on WhatsApp.

Yes. Entry is free, and so is the first review of your papers.

The Open House and the first review are free. If you decide to work with us, we explain our fee before any work starts.

Yes. Our team can explain the usual steps and the papers needed for inherited shares and transmission.

Bring what you have. Our team can tell you what is needed for a first review.

The certificates, any dividend letters, and ID. If a holder has passed away, bring the death certificate too.

Sunday, 6 December 2026, in Delhi. The exact venue and time are on your pass.

Yes. Filing an IEPF claim is free, and the IEPF portal and the company's registrar are open to every shareholder. We help families who would rather not handle the paperwork and follow-ups themselves.

Never. We never ask for passwords, OTPs or demat logins, and recovered shares or money go to your own account.

Yes. They can send photos of the papers on WhatsApp, or someone in Delhi can bring them.

We are TWF Advisory Services LLP, a private firm at D-38, South Extension Part-I, New Delhi. We are not a government body, and we are not registered with SEBI.

Your family's financial legacy deserves attention.

One conversation can help you understand the next step. Get your free pass for the Open House on Sunday, 6 December. Slots are limited.

Get my free pass Message us on WhatsApp
Date
Sunday, 6 December 2026
Where
Delhi. The exact venue and time are on your pass.
Entry
Free, with a pass. Limited slots only.
Bring
The certificates, any dividend letters, and ID. If a holder has passed away, bring the death certificate too.

Limited slots onlyFree Open House · Sun, 6 Dec · Delhi

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