From Physical Share Certificate conversion to Demat, IEPF claim assistance, transmission of shares, KYC updates, and investor services—SGFinance provides end-to-end support to help you reclaim and manage your investments with confidence.
Recover Your Forgotten Investments
Thousands of investors still hold physical share certificates, unclaimed dividends, and investments that have not been transferred to their rightful owners. SGFinance helps individuals and families recover, update, digitize, and manage these investments efficiently through professional documentation and regulatory support.
Our Investor Services
- ✔ Physical Share Certificate to Demat Conversion
- ✔ IEPF Share & Dividend Claim Assistance
- ✔ Duplicate Share Certificate Assistance
- ✔ Transmission of Shares (Legal Heirs)
- ✔ Name Correction
- ✔ Signature Verification
- ✔ KYC Updation
- ✔ Bank Account Updation
- ✔ PAN & Aadhaar Linking
- ✔ Nomination Registration & Update
- ✔ Change of Address
- ✔ Demat Account Opening
- ✔ Consolidation of Multiple Folios
- ✔ Lost Share Certificate Assistance
- ✔ Dividend Recovery Assistance
Physical Share Certificate to Demat
We assist investors in converting physical share certificates into electronic (Demat) form, making it easier to manage investments, transfer securities, and receive dividends directly into the linked bank account.
IEPF Claim Assistance
If your shares or dividends have been transferred to the Investor Education and Protection Fund (IEPF), our team provides complete guidance throughout the claim process, including documentation support and coordination until the application is successfully processed.
Transmission & Legal Heir Services
We assist legal heirs in the transmission of shares after the demise of a shareholder by helping prepare the required documentation and coordinating with the concerned Registrar & Transfer Agent (RTA) or Depository Participant (DP)
Why Choose SGFinance?
- ✔ End-to-End Documentation Support
- ✔ Expert Guidance
- ✔ Transparent Process
- ✔ Regular Status Updates
- ✔ Assistance Across Multiple Companies
- ✔ Dedicated Relationship Manager
- ✔ Secure Documentation Handling
- ✔ Professional Investor Support
- ✔ PAN India Services
- ✔ Personalized Assistance
Our Process
- Document Verification
- Eligibility Check
- Application Preparation
- Submission to Concerned Authority
- Follow-up & Tracking
- Successful Completion
- Investment Successfully Recovered
Frequently Asked Questions
How can I convert physical shares into Demat?
Our team assists you with documentation, KYC verification, Demat account linkage, and coordination with the relevant authorities to facilitate the conversion process.
What is IEPF?
The Investor Education and Protection Fund (IEPF) is a government-managed fund where certain unclaimed dividends and eligible shares may be transferred as per applicable regulations. Eligible investors can apply to reclaim them by following the prescribed process.
Can legal heirs claim shares?
Yes. Subject to applicable legal requirements and documentation, legal heirs may apply for the transmission of shares after the original shareholder’s demise.
Can you help update KYC?
Yes. We assist with KYC updation, bank details, nomination registration, address changes, and other investor service requests.
Documents We May Require
- ✔ PAN Card
- ✔ Aadhaar Card
- ✔ Cancelled Cheque
- ✔ Demat Account Details
- ✔ Physical Share Certificates
- ✔ Death Certificate (if applicable)
- ✔ Succession Documents (if applicable)
- ✔ Passport Size Photograph
- ✔ Signature Proof
- ✔ Address Proof
Start Your Recovery Process Today
Whether you need to recover unclaimed investments, convert physical shares into Demat form, or update investor records, SGFinance is here to simplify the process with expert assistance and personalized support.
Frequently asked questions.
Yes. SG Finance operates under AMFI guidelines and functions under the regulatory oversight of SEBI.
This varies by instrument and strategy — our advisors will guide you based on your goals during your consultation.
Yes, every engagement begins with understanding your financial goals and risk profile before any recommendation.
Use the "Book Consultation" button on this page, or contact us directly by phone or email.