Investment Services

Explore IEPF claims, duplicate share certificates, transmission, provident fund, mutual fund, insurance, and inoperative bank deposit support.

Explore CWA support for IEPF, share certificates, transmission, provident fund, mutual fund, insurance, and bank deposit claims.

Understand your next steps

Each claim or request depends on the records available and the institution responsible for reviewing it. CWA helps you organise information, understand documentation categories, and navigate the applicable process.

Explore the service areas below. Eligibility, timelines, and decisions remain subject to the relevant authority or financial institution.

01

IEPF Claims

Shares and unpaid dividends may be transferred to the Investor Education and Protection Fund (IEPF) under applicable rules. We help you review the available holding and dividend records…

02

Duplicate Issue of Shares

When share certificates are lost, damaged, or unavailable, a holder may need to approach the issuer or registrar for a duplicate or replacement process. Requirements vary with the…

03

Transmission of Shares

When a shareholder has passed away, the family may need to follow a transmission process to update the ownership record in favour of an eligible claimant. The documents…

04

Provident Fund Claims

Provident fund claims can involve employment history, account details, nomination, and supporting records. We help you understand the information and procedural steps that may be relevant to your…

05

Mutual Funds Redemption

Redeeming mutual fund units may require accurate folio, bank, and investor details. We help you review the records and understand the applicable redemption request process.How CWA can support…

06

Insurance Claims

An insurance claim may require policy details, claimant information, and supporting evidence. We help you organise the available records and understand the insurer’s stated claim process.How CWA can…

07

Inoperative Bank Deposits

Older or inactive bank accounts and deposits can be difficult to trace when records or contact details have changed. We help you organise the information available and understand…