Refer a case
Introduce a client who needs help with unclaimed shares, IEPF or transmission. We review it and plan the next call.
Bring the relationship.
We’ll help build the route.
When a client finds old shares, an IEPF transfer or an ownership record that needs specialist attention, you can bring MyUnclaimedWealth.in into the focused recovery work.
3 partnership routes
Refer a case, work alongside it or discuss continuing support.
4 connected stages
From the first outline to coordinated follow-through.
One client experience
Clear roles help the relationship feel organised throughout.
Built for trusted advisers
Your Client Gets a Clear Path.
You Stay Part of It.
Some cases benefit from focused recovery support alongside your existing advice. We can help research the record, define the process and coordinate the recovery steps. The first conversation is about fit: what the client needs, where your role sits and how the work should be coordinated.
- Chartered accountants
- Company secretaries
- Advocates
- Wealth advisers
- Estate professionals
A clear working relationship
Choose How You’d Like to Work
We fit around your client and the work you already do.
Work alongside us
Keep your existing advisory role while MyUnclaimedWealth.in supports the research, documentation and recovery process that sits around it.
Ongoing support
Set up a regular arrangement if these cases come up often.
How a referral moves
Simple for you. Reassuring for the client.
Each step keeps the relationship clear and gives the client one understandable route forward.
01Share the outline
Tell us what was found and the stage the case has reached.
02Review the fit
We identify the likely work and discuss how to coordinate it.
03Agree the roles
Everyone knows who handles each part before the work begins.
04Keep it connected
The case moves forward with clear updates.
Start the conversation
Tell Us How You’d Like to Work Together
Add your firm or role and a short note on the cases you see.
Partnership questions
Partnership Questions
The first discussion can be about one client case or a longer working relationship.
Who can partner with MyUnclaimedWealth.in?
We welcome enquiries from chartered accountants, company secretaries, advocates, wealth advisers, estate professionals and others who support clients with ownership or investment records.
Can I refer just one case?
Yes. A partnership conversation can begin with one suitable case. Share the outline and we can discuss the fit and working roles around that client.
Can I remain involved with my client?
Yes. The working arrangement can keep you connected to the relationship while MyUnclaimedWealth.in supports the specialist recovery work.
Can we discuss support for recurring cases?
Yes. If these situations appear regularly in your work, use the form to describe the type of cases and the support you would like to explore.