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Financial Consulting

Financial Recovery Advisory

A single plan for a scattered financial estate

For families facing multiple holdings across companies, insurers, banks and registrars, we build one consolidated recovery plan and execute it.

Financial Recovery Advisory

Estates are rarely tidy. A single family may face physical shares in a dozen companies, two insurers, an old provident fund, a dormant bank account and a mutual fund folio — each with its own registrar, forms and evidentiary requirements.

Finvora audits the whole estate, sequences the claims so shared documents such as succession certificates are obtained once and used everywhere, and runs them in parallel under a single point of contact.

Why clients choose Finvora for this

Complete asset audit

A systematic search across registrars, insurers, banks, RTAs and the IEPF.

Single documentation set

Succession documents obtained once and reused across every claim.

Parallel execution

Claims run simultaneously rather than one after another, cutting total time substantially.

One point of contact

A named case manager and a consolidated status report each month.

How the process works

  1. 1

    Free assessment

    Share whatever paperwork you have. We verify the holding and tell you honestly whether a claim is worth pursuing.

  2. 2

    Documentation

    We prepare every form, affidavit and indemnity, and tell you exactly what needs to be signed or notarised.

  3. 3

    Filing & follow-up

    We file with the company, registrar, authority or lender and chase the file until it moves.

  4. 4

    Settlement

    Funds or securities are credited directly to your account. You receive a closure report with every reference number.

Who is eligible

  • Families or individuals with assets spread across multiple institutions.
  • Estates of deceased relatives requiring coordinated transmission.

Documents required

  • Whatever records exist: certificates, policies, passbooks, statements, correspondence
  • KYC of all claimants
  • Death certificate and succession documents, for estate matters

Frequently asked questions

No. Names, approximate dates and old addresses are often enough for us to begin a registrar and insurer search. Most estates we handle start with very little documentation.

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Start your claim

Start your Financial Recovery Advisory with Finvora

Send us the details you have. We will confirm whether a claim is viable, what it costs and how long it takes — before you commit to anything.

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