Testimonials
Bhavesh recovered shares we didn’t even know existed!
When we met Bhavesh from Heritage Wealth , for the claim of shares of one company from IEPF he traced the details of more cos. Also, We did not know about unclaimed shares in my family members’ name worth more than 1 Cr. Bhavesh from Heritage Wealth handled everything—from opening Demat account to Transmission of Shares & Recovery of shares from Co. Thanks to Bhavesh for handling the entire process to recovery shares and unclaimed dividend smoothly.— Dr. Kulin Kothari, A Prominent Eye Surgeon Mumbai
From physical shares to PMS – seamless journey!
As an NRI, I discovered old physical shares worth more than Crore in my father & Mother’s name after their Death who were Resident Indian. Bhavesh at Heritage Wealth guided me through Applying for Succession Certificates, Transmission process dematerialization, and reinvestment through Portfolio Management Services as an NRI. I now have a growing portfolio thanks to his clarity and dedication.— Darshan Deshmukh, Germany
From Physical Shares Recovery, Recovery from IEPF to PMS – A Seamless Journey!
As an NRI, I recently discovered that I had an old investment under my maiden name. We reached out to Bhavesh at Heritage Wealth, and to our surprise, he not only traced those shares but also uncovered additional investments in a few other companies—amounting to over ₹100 lakhs, including shares and unclaimed dividends we weren’t even aware of. Bhavesh from Heritage Wealth managed the entire process professionally. From verifying the shares with the companies and handling the name mismatch due to my maiden and married names, to guiding me through the recovery of old shares—including bonuses and stock splits—as well as recovering dividends and completing the dematerialization process, his support was exceptional. With his guidance, I successfully reinvested through Portfolio Management Services, and today, I’m proud to have a growing portfolio thanks to his valuable advice.— Bhavna Akshay Shah, Homemaker, UK
Recovery from IEPF shares we didn’t even know existed!
Bhavesh from Heritage Wealth Recovered Shares we didn't even know existed! We didn’t know that some investment had been done in my name by my husband. We had no clue when Bhavesh from Heritage Wealth told us that we have investments of 1.25 Crore which were transferred to IEPF. Bhavesh handled everything—from verifying the shares with the Company as well Mismatch in the Name to recovering them from IEPF. The entire process was smooth, transparent, and stress-free. Thanks to him, we recovered over ₹1.25 Crore worth of shares.— Dhirajbala Gandhi, Homemaker, Mumbai
From Physical Shares to Portfolio Management Services – A Seamless Journey!
As a British Citizen , I had an old investment under my name in Indian Companies Shares. I reached out to Bhavesh at Heritage Wealth to help me dematerialise these & make them Compliant with current Indian Regulations. Bhavesh from Heritage Wealth managed the entire process professionally & Swiftly to dematerialise my old Shares including bonuses and stock splits—as well as recovering dividends. He also set up a Platform for me to Invest in Fast growing Indian Companies through Portfolio Management Services (PMS) in such a way that I can Repatriate funds Back to the UK if I wanted to anytime. I would surely Recommend Bhavesh from Heritage Wealth services to anyone if asked to do so.— Jadavji Velji Patel, Businessmen, UK
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.