Unclaimed Mutual Funds

Redeem forgotten or unclaimed mutual fund units, including those moved to SCWF.

Mutual fund units left unclaimed for over ten years are transferred to the Senior Citizens' Welfare Fund (SCWF). We help trace folios and redeem units back to the rightful owners and heirs.

How we help

Tracing forgotten folios across AMCs and RTAs (CAMS/KFintech)
Redemption of dormant and unclaimed units
Recovery of units transferred to SCWF
Support for nominee and legal-heir redemptions

Documents typically required

PAN and KYC of the investor/heir
Folio numbers or old account statements
Bank proof
Death certificate and heirship documents (for claims)

Exact requirements vary by case. We'll confirm the full list during your free consultation.