I request your 2 minutes of attention.
A letter from an IEPF Consultant to a Private Wealth Manager/ Advisor.
Your clients may have a whole lot of old investments in equity shares registered under their own name, their parents' names, or other family member's names, some of which may have been lost or remain in physical form.
We can help them get that & it will be a win-win proposition in way:
An inactive asset becoming active for your client. Once the asset is active, it will naturally generate additional funds to manage.
Let's Talk
What distinct capabilities Do we bring it?
Scarcely anyone in the industry is dedicated to recovering assets transferred to IEPF authority. The dedicated focus makes us unique.
We started operations in 2016 but formally incubated Asset Retrieval Advisors in Jan 2019.
The total value retrieved to date
is approximately INR 600 Million.
The total value in the process
is approximately more than INR 400 Million.
working strategy
How Does The Process Work?
1. Data gathering and analysis of the assignment
2. Sharing detailed working with the prospects in terms of process involved time involved, approximate retrievable amount and total cost.
3. Signing the agreement
4. Starting the process
5. Periodic reporting ot the progress
Our Agreement Includes
1.
Defining the Scope of activites of Team ARA and Client
2.
Details of Free Terms for different activities
3.
Details of charges which are included and excluded from the total fees
4.
Conditions applicable to both Team ARA & the Client for smooth execution of the agreement
5.
General Terms including:
- Termination Clause
- Information Sharing
- Legal and Accounting
- Infomation Access
- Arbitration Clause
- Confidentiality Clause
Market Overview
As per a rough estimate there is approximately more than 50k Crore wroth of shares which are already transferred to investors Education And Protection Fund (IEPF) and this number is yearly increasing.
As per a estimate every year approximately 2000 crores gets transferred to IEPS as unclaimed Dividends.
What percentage of revenue will be shared?
Let's Connect To Discuss This.
Brief About ARA
We started our operation in mid 2016 but formally incubated Asset Retrieval Advisors in Jan 2019 Currently we are managing more than 75 households.
Total value retrieved till date is approx. INR 600 Mn Total value in process is approximately more than INR 400 Mn.
I'm eager for a chance to delve deeper into this discussion. We can arrange to conect via a phone call, an in-person metting, or a web conference.
My digits are +919810498110
Regards