Services
Empowering You to Recover, Protect & Grow Your Wealth
At Heritage Wealth, we offer a specialized blend of Wealth Recovery and Wealth Creation services designed for busy professionals, entrepreneurs, NRIs, and families navigating financial transitions. Whether you’re tracking down old share certificates or planning a future-proof portfolio—we’re here to guide you at every step.
Wealth Recovery Services
Many people have unclaimed shares, dividends, or legacy assets they don’t even realize exist—or worse, they’re trapped in red tape. We simplify the entire process so you can recover your wealth without stress.
IEPF Recovery
Companies are required to transfer shares where the dividend hasn’t been claimed or paid for more than seven years to the IEPF (Investor Education and Protection Fund). Getting them back is a long, complex journey—but we make it easy.
We Handle:
End-to-end IEPF claim filing
Tracking of transferred shares
Liaising with company registrars
Follow-up with IEPF authorities
Transmission of Shares
When a shareholder passes away, transferring ownership to the legal heirs can be legally and emotionally draining. We help families navigate this process smoothly.
We Assist With:
Probate of Will
Succession Certificate guidance
Share transmission forms & procedures
Handling objections or mismatches
Physical to Demat Conversion
Still holding old paper share certificates? These are vulnerable to damage, loss, or fraud. We digitize your wealth securely.
Our Process:
Identification of valid certificates
Verification with the company/registrar
Dematerialization into your Demat account
Guidance on opening a new Demat account if needed
NRI Wealth Recovery
Non-Resident Indians often inherit or discover forgotten physical shares in India. We specialize in handling cross-border recovery for NRIs.
Services Include:
Recovery of old assets
IEPF filing from overseas
Legal documentation
Coordination with family members and local authorities
Wealth Creation Services
Once your existing wealth is secure, we help you grow it with proven strategies tailored to your life goals and risk appetite.
Direct Equity Investments
Build a high-performance equity portfolio with expert guidance.
We Provide:
Stock selection & portfolio allocation
Long-term wealth-building strategies
Periodic reviews and rebalancing
Portfolio Management Services (PMS)
High-net-worth individuals (HNIs) and families can access premium PMS offerings for hands-off wealth creation.
Benefits:
Custom-built portfolios
Tax-efficient returns
Professional fund management
Wealth Planning for Minors
Start early, grow exponentially. We help parents create secure investment vehicles for children’s education, marriage, or future capital.
Retirement & Goal-Based Planning
Wealth is more than numbers—it’s peace of mind. Whether you’re planning retirement, a child’s future, or major life goals, we build actionable investment roadmaps tailored to your timeline and income.
Legal & Aided Support
When recovery or transmission involves legal procedures, we guide you through every step with verified documentation and support.
Assistance of Succession Certificate
Letter of Administration
For cases without a Will, we help obtain Letters of Administration to transfer wealth legally and cleanly.
Legal Liaison & Documentation
We support you in compiling, filing, and submitting necessary paperwork, affidavits, and identity proofs for seamless asset recovery.
Wealth Planning for Minors
Start early, grow exponentially. We help parents create secure investment vehicles for children’s education, marriage, or future capital.
Retirement & Goal-Based Planning
Wealth is more than numbers—it’s peace of mind. Whether you’re planning retirement, a child’s future, or major life goals, we build actionable investment roadmaps tailored to your timeline and income.
Let’s Build Your Financial Legacy
Whether you suspect lost shares, are struggling with paperwork, or simply want expert guidance on growing your portfolio—we’re here to help you gain clarity, peace of mind, and results.