Certus Wealth Advisors LLP
We help individuals and families understand, regularise and recover their legacy investments, and we help founders build businesses that are ready for growth.
01
Found an old share certificate at home? Tell us what you have and we will review it.
02
Starting a business? Tell us your stage and we will map the next steps.
Your first consultation is free. We explain the process before anything is filed.
For shares, dividends, PF, mutual funds, insurance or dormant deposits. We review every case individually.
Eligibility depends on the case and the rules of each company, registrar or authority.
DISCOVER
REGULARISE
RECOVER
PROTECT
Two divisions
Some clients arrive with a folder of old certificates and a lot of questions. Others arrive with an idea and a deadline. Both deserve a clear plan, honest guidance and careful paperwork.
01
For individuals and families. IEPF claims, physical shares, transmission, unclaimed dividends, PF, mutual funds, insurance and inoperative deposits, handled with structure and discretion.
Explore Asset & Wealth Management
02
For entrepreneurs. Seven connected stages that take a business from first idea to investor-ready.
Explore the Launchpad
01 / Asset & Wealth Management
Legacy records can be confusing: old folios, changed addresses, missing nominees, companies that renamed or merged. We help you understand what you own and navigate the right process, where eligible.
01
Shares and dividends transferred to the Investor Education and Protection Fund, claimed back through the IEPF process where eligible.
02
Lost, damaged or misplaced share certificates, replaced through the company and its registrar.
03
Moving shares to legal heirs or nominees after a holder passes away, with the right documents in place.
04
Converting paper certificates into demat form, so they can be held, transferred or sold.
05
Tracing dividends and shares that went unclaimed, and the steps to claim them where eligible.
06
Withdrawals, transfers and settlement of PF balances, including older or inactive accounts.
07
Redeeming or transferring old folios, including KYC updates and claims by nominees or heirs.
08
Maturity, death and unclaimed policy amounts, with the paperwork organised for the insurer.
09
Reactivating dormant accounts and claiming unclaimed deposits, depending on the case.
our method
How we work
We are decisive about process, never about outcomes. Each matter moves through the same four stages, so you always know where it stands.
01
DISCOVER
Find and understand your legacy investments, documents and ownership trail.
02
REGULARISE
Bring documentation, KYC, ownership and records into order.
03
RECOVER
Navigate the eligible dividend, share or IEPF recovery process.
04
PROTECT
Keep records organised and plan for continuity across generations.
Launchpad
02 / Certus Startup Launchpad
Seven connected stages, one advisory team. Start at the stage you are at, and move forward with research, structure and paperwork that hold up when investors look closely.
01
Research & Analysis
Test the idea before you invest in it.
02
Business Consulting
Shape it into a plan you can act on.
03
Company Registration
Choose the right structure and register it.
04
Branding Solutions
A name, a look and a voice people trust.
05
Financial & Accounting
Clean books and controls from day one.
06
Reports & Investor Presentations
Reports and a deck that hold up to scrutiny.
07
Funding Solutions
Find the right capital for your stage.
Why Certus
We will not promise instant results or guaranteed recoveries. We will tell you what your documents show, what the process requires, and what to expect at each step.
Every recommendation starts from your records: certificates, folios, statements and identity documents.
You know what is being filed, with whom, and why, before it happens.
Inheritance and ownership questions are personal. We handle them with privacy and patience.
Once things are in order, we help you keep them that way for the next generation.
Blogs & insights
Start here
Tell us about your records or your business idea. The first consultation is free, and you will leave it knowing your next step.
