Unified financial asset recovery

Find money that's
already yours

Search unclaimed shares, unpaid/unclaimed dividends (IEPF search), bank accounts, deposits/FDs, mutual funds, EPF/PPF and insurance—get one consolidated report with next steps.

What you can recover with Envest

Unclaimed wealth isn't “gone” — it's often stuck due to outdated details or scattered records. Envest helps with financial asset recovery across shares, dividends, bank accounts, deposits/FDs, mutual funds, EPF/PPF and insurance.

Unclaimed Shares

Search for forgotten shareholdings across old folios, demat transitions, and legacy records. Perfect for people who held shares years ago or inherited investments.

Unclaimed Dividend

Identify likely unpaid or unclaimed dividends and common reasons (bank mandate issues, KYC mismatch, address mismatch, ECS/NEFT failures).

IEPF Search

If a holding appears IEPF-linked, we highlight the likely recovery path: IEPF discovery, Form IEPF-5, and guidance for IEPF claim status / SRN status tracking.

Bank Accounts & FDs

Discover dormant accounts, old deposits, matured FDs, and forgotten term deposits. Get guidance on reactivation and claims.

Forgotten Mutual Funds

Locate older mutual fund folios and lost SIP/lumpsum investments from the CAMS/KFintech era.

Unclaimed Insurance

Identify possible unclaimed insurance benefits including maturity and death benefits with a checklist to proceed.

EPF/PF and PPF

Surface signals for older EPF/PF or PPF accounts and get step-by-step next actions for claiming unclaimed balances.

How it works

Four simple steps to recover your forgotten wealth

1

Enter basic details

Start with your name and contact details. Add PAN/UAN/folio/policy identifiers later if you have them.

2

We run a consolidated search

Unified scan across unclaimed shares, dividends, IEPF, bank accounts, FDs, mutual funds, EPF/PPF, and insurance.

3

Get one consolidated report

Single report showing matches, confidence level, and likely category (shares/IEPF vs bank vs MF vs EPF vs insurance).

4

Recover with the right checklist

Practical checklist: what to verify, documents needed, and claim steps—especially for IEPF-5 claims.

The Forgotten Wealth of India

Billions lying unclaimed across financial institutions — is some of it yours?

₹1.5L Cr+
Unclaimed Shares
₹50,000 Cr+
Dormant Bank Deposits
₹25,000 Cr+
Forgotten Mutual Funds
₹20,000 Cr+
Unclaimed Insurance

Unclaimed shares & dividend not received — common reasons

Most “dividend not received” and “unclaimed shares” cases happen due to outdated records—not because the money isn't there.

Common reasons (shares + dividends)

  • 1
    Bank account changed / closed (NEFT/ECS failures)
  • 2
    Address mismatch or old KYC details
  • 3
    Multiple folios across time / different spellings of the same name
  • 4
    Joint holder issues (order of names, initials, signature mismatch)
  • 5
    Demat mapping issues after broker/DP change
  • 6
    Old physical shares / paper-era certificates not updated

If dividends remain unpaid/unclaimed for years, holdings can become harder to track. That's why discovery should cover company/RTA + IEPF search angles together.

Where else unclaimed money is found

Bank accounts & deposits

Dormant or inactive accounts can happen when accounts aren't used for long periods or contact details change. Deposits and FDs are often forgotten after job changes, relocations, or older family investments.

Mutual funds

People commonly lose track of older folios due to changed addresses, multiple distributors, or switching phones/emails over time. Searching by name + identifiers helps unify folios.

Insurance

Unclaimed insurance is common when policies were purchased decades ago or nominees/heirs don't have the policy paperwork.

EPF / PF and PPF

EPF/PF and PPF can become “forgotten” when jobs change, details are mismatched, or documentation is missing. A discovery flow helps you identify what to verify next.

Success Stories

What Our Users Say

Join thousands who've recovered their forgotten wealth

"I had forgotten about shares from a company I worked at 15 years ago. WealthTrace helped me recover ₹18 lakhs! The process was seamless."

RK
Rajesh Kumar
Startup Founder, Bangalore

"Found 3 dormant mutual fund accounts I had completely forgotten about. The team guided me through every step of the recovery process."

PS
Priya Sharma
IT Professional, Mumbai

"My father passed away and we had no idea about his investments. WealthTrace found ₹45 lakhs in unclaimed shares and FDs."

AP
Amit Patel
Business Owner, Delhi

Start your financial asset
recovery search.

Run one search across unclaimed shares, unpaid/unclaimed dividends, IEPF, bank accounts, deposits/FDs, mutual funds, EPF/PPF, and insurance—then follow a clear checklist for the next step.

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Search across asset types

Frequently Asked Questions

Common questions about financial asset recovery

Financial asset recovery helps you discover and claim money or investments that may exist in your name but aren't currently tracked—often due to old details, mandate issues, or legacy records.

Start an unclaimed shares search with basic details. Match quality improves with identifiers like folio number, DP ID/Client ID, PAN, or old addresses.

Many "dividend not received" cases happen due to bank mandate or KYC mismatch. A discovery report helps identify probable unpaid/unclaimed dividends and what to fix.

People do an IEPF search when they suspect old shares/dividends may be IEPF-linked over time. Envest includes IEPF discovery as part of the same unified search.

Form IEPF-5 is commonly referenced in the IEPF claim process for recovering certain shares/dividends that appear IEPF-linked, along with documentation and verification.