Everything under one roof
Six core services, all delivered through the Angel One platform and our Thane office.
Demat & trading account opening
Complete Angel One onboarding — KYC, e-sign, nominee, bank linking — done with you, not left to you. Existing dormant accounts reactivated and brought current.
Equity & derivatives execution support
Help with placing and managing orders, understanding margins and contract notes, and resolving platform or settlement queries fast.
Mutual funds & SIPs
Set up systematic investment plans through Angel One, with guidance on categories, goals and reviewing performance over time.
IPO & bond applications
UPI-based IPO applications, allotment tracking, and access to listed debt instruments through your existing account.
Physical share & IEPF recovery
Old paper certificates traced through every bonus, split and merger since issue; holdings transferred to the IEPF claimed back through the full documentation process.
Portfolio review & consolidation
Scattered holdings across brokers and folios consolidated into one view, with a clear picture of what you own and what it's worth today.
The unclaimed shares problem
Thousands of crores of investor wealth sits with the Investor Education and Protection Fund (IEPF) or in forgotten physical certificates. A 100-share certificate from the 1990s can represent many times that quantity today after bonuses and splits.
We handle the entire recovery: verifying the certificate, reconstructing the corporate action history, valuing the holding at current market price, and managing the claim paperwork through to credit in your demat account.
Free initial check
Send us a photo of the certificate or the folio details. We'll tell you what it's likely worth and what recovery involves — before you commit to anything.
Start a valuation check