Asset Recovery for Deceased Estates

Our expert team specializes in locating, consolidating, and recovering investments and funds of deceased individuals. We assist families in navigating the complex process of identifying and reclaiming assets across various financial institutions and investment schemes, ensuring that beneficiaries receive their rightful inheritance efficiently.

Lost Investment Consolidation

We assist in consolidating and managing lost or forgotten investments across various financial instruments. This includes fixed deposits, mutual funds, stocks, bonds, and more. Our team will help track down these investments and bring them under your control.

Unclaimed Asset Recovery

We help individuals, families, and legal representatives locate and recover unclaimed financial assets from various sources. This includes bank accounts, investment accounts, life insurance policies, and more.

ABOUT FINANCIAL MOKSH

We understand that life can get busy and messy, and sometimes investments get lost or forgotten. At FINANCIAL MOKSH, we're here to help individuals, families, and businesses locate, consolidate, and recover investments across a wide range of financial instruments.
Our team of dedicated professionals has extensive experience in navigating the complexities of financial institutions and government agencies. We combine this expertise with a compassionate approach, understanding the emotional significance of recovering lost investments.
We are committed to providing a comprehensive service that simplifies the process and maximizes your chances of reclaiming what's rightfully yours.

+919727778947
WHAT WE DO

Services We Provide

01

Asset Recovery for Deceased Estates:

Our expert team specializes in locating, consolidating, and recovering investments and funds of deceased individuals. We assist families in navigating the complex process of identifying and reclaiming assets across various financial institutions and investment schemes, ensuring that beneficiaries receive their rightful inheritance efficiently.

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02

Investment Tracking and Consolidation

We provide comprehensive tracking and consolidation services for individuals and businesses with diversified investment portfolios. Whether it's fixed deposits, mutual funds, or real estate bookings, our team meticulously compiles and consolidates all your investments, offering you a clear and organized view of your financial landscape.

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03

Unclaimed Funds Retrieval

Specializing in retrieving unclaimed funds, we assist in reclaiming investments that have been forgotten or left unattended. Our services cover a wide range of financial instruments, including savings accounts, insurance policies, and bonds. We ensure that no investment is left unaccounted for, helping you recover funds that rightfully belong to you or your business.

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04

Deceased Beneficiary Assistance

We provide support to families of deceased individuals in locating and claiming investment funds designated as beneficiary payouts. This can include life insurance proceeds, retirement accounts, and investment accounts.

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05

Unclaimed Government Benefits Recovery

Description: We assist in identifying and retrieving unclaimed government benefits such as provident funds (EPF, PPF), National Pension Scheme (NPS), Sukanya Samriddhi Yojana, and more.

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06

Lost Investment Consolidation

Description: We assist in consolidating and managing lost or forgotten investments across various financial instruments. This includes fixed deposits, mutual funds, stocks, bonds, and more. Our team will help track down these investments and bring them under your control.

Read More
WHAT WE DO

Why Choose Us

Regulatory Compliance: Our team stays abreast of regulatory requirements and ensures compliance throughout the recovery process, providing peace of mind to our clients.

Personalized Guidance: We understand that each situation is unique, which is why we provide personalized guidance tailored to meet the specific needs and objectives of our clients.

Transparent Process: We believe in transparency and clarity throughout the recovery journey, keeping our clients informed at every stage and answering any questions they may have.

Consolidation & Organization: We gather and organize information on all your recovered investments, creating a clear and manageable picture of your financial assets.

Compassionate Support: We understand the emotional impact of lost investments. Our team is committed to providing personalized support throughout the process, addressing your questions and concerns with empathy and care.

Dedicated Support: From initial consultation to successful recovery, our team is dedicated to providing ongoing support and assistance, ensuring a positive and stress-free experience for our clients.

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