AssetTrace Global helps Indian families trace unclaimed shares, old insurance policies, dormant deposits, and scattered financial records — through a structured, ethical, and documentation-driven process.
Important: AssetTrace Global provides documentation, tracing, facilitation, and advisory support. We do not guarantee recovery. All claims are subject to verification and approval by respective banks, insurers, companies, RTAs, regulators, and authorities.
Years pass. Documents get misplaced. Family members are no longer around to explain. The assets simply sit there, unclaimed — potentially worth lakhs.
Shares from the 1980s and 90s in paper form, sitting in old trunks — potentially worth lakhs today.
Dividends that were never collected, transferred to IEPF, waiting to be claimed by rightful owners.
Policies taken decades ago, matured or lapsed — with no one following up on proceeds.
FDs opened and forgotten. Banks hold the balance — but only families who know can claim it.
Outdated or missing nominees on policies and accounts creates avoidable legal complications.
No consolidated view of what the family owns — investments spread across banks, insurers, companies.
From tracing a 30-year-old share certificate to auditing an entire family's financial records — we have a structured path for every situation.
We help trace old shares in physical form, unclaimed dividends, IEPF-transferred shares, and assist with duplicate certificates, transmission, and all related documentation.
Get Started →Trace old LIC or private life insurance policies, follow up on maturity proceeds, unpaid claims, nominee-related issues, and insurance documentation gaps.
Get Started →We assist in checking dormant bank deposits and old fixed deposits, identifying unclaimed balances and guiding you through the official claim procedures.
Get Started →A structured review of your entire family's financial records — identifying missing policies, deposits, investments, nominee gaps, and forgotten assets across all institutions.
Get Started →Help with updating nominee details across insurance policies, bank deposits, demat accounts, mutual funds, and other financial records — before it becomes a problem.
Get Started →Start with a free discovery call. We'll listen and tell you honestly what's possible.
Book Free Call →We believe in clarity. Here is exactly what happens when you reach out — no vague promises, just a defined path.
We begin with a no-obligation conversation. You tell us about your family background, the assets you suspect exist, and any documents you may have. We listen carefully and give you an honest assessment of what might be possible.
We collect KYC documents, old records, policy documents, folio numbers, bank information, and a signed authorisation from you. Nothing moves forward without your explicit consent.
We check relevant official sources, institutions, RTAs, IEPF records, insurer databases, and available records on your behalf. We document everything we find and share it with you clearly.
We help prepare the necessary forms, affidavits, KYC sets, nominee and legal heir documents, and submission files — making sure nothing is missing before it goes to the institution.
We stay with you through the process — tracking status, responding to queries from institutions, helping with corrections, and providing communication support until the matter reaches a conclusion.
Families come to us from all walks of life. What they share is a genuine need to find and secure what is rightfully theirs.
Who made investments decades ago and need help consolidating and recovering them today.
Children and spouses navigating the complexity of claiming a parent's or partner's assets.
Non-resident Indians who need on-ground assistance with India-based assets and documentation.
People approaching retirement who want a complete picture of their accumulated financial assets.
Family businesses with complex, multi-member financial portfolios and inheritance situations.
Those with old policies where nominations need updating or claims have remained unsettled.
Families with old paper share certificates and no clarity on how to trace or convert them.
Families whose financial documents are disorganised and need a thorough audit and structure.
After my mother passed away, we realised she had an old LIC policy none of us knew about. The team helped us trace it, gather the right documents, and guided us through the claim. They were patient and never made us feel overwhelmed during a difficult time.
As an NRI, managing my parents' India-based assets remotely was a real challenge. AssetTrace Global handled everything on the ground — from checking dormant FDs to nominee corrections across three banks. Professional, transparent, and no surprises.
A single free conversation with our team is all it takes to know whether there's something worth pursuing. No commitment. No pressure. Just honest guidance.
The first conversation is free. Fill in your details and we'll be in touch within one business day.
🔒 Confidential. Your information is never shared.
Our team will reach out within one business day for a free, no-obligation discovery call.
You can also WhatsApp us directly at +91 86390 87309.