Discover
Understand what exists and what your records indicate.
Certus Wealth Advisors LLP
Clarity for your financial claims. Confidence in what comes next.
We help individuals and families organise financial records and understand the steps involved in claims across investments, insurance, provident funds, and bank deposits.
Discover • Regularise • Recover • Protect
A thoughtful approach
Financial histories can be complex. Your next steps should feel clearer.
Financial claims can span years, institutions, and generations. IEPF, share transmission, provident fund, mutual fund, insurance, and bank deposit processes can add layers of uncertainty.
CWA helps you organise the information available and understand the procedural pathways that may apply to your circumstances.
Get to know CWA
Investment services
Our Services
IEPF Claims
Shares and unpaid dividends may be transferred to the Investor Education and Protection Fund (IEPF)…
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Duplicate Issue of Shares
When share certificates are lost, damaged, or unavailable, a holder may need to approach the…
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Transmission of Shares
When a shareholder has passed away, the family may need to follow a transmission process…
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Provident Fund Claims
Provident fund claims can involve employment history, account details, nomination, and supporting records. We help…
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Mutual Funds Redemption
Redeeming mutual fund units may require accurate folio, bank, and investor details. We help you…
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Insurance Claims
An insurance claim may require policy details, claimant information, and supporting evidence. We help you…
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Inoperative Bank Deposits
Older or inactive bank accounts and deposits can be difficult to trace when records or…
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Our approach
A clear path, shaped around your records.
Regularise
Address records and documentation where action may be required.
Recover
Explore eligible assets, dividends, or claims through applicable processes.
Protect
Strengthen financial records and continuity for the future.
Let’s connect
Contact CWA
Start with a clearer understanding of your records.
Tell us a little about what you are looking to resolve. Our team can help you understand possible next steps.