Many of your clients hold paper share certificates, shares in a late relative's name, or dividends that moved to the IEPF. Most don't know where to start. Refer them to Sampada Social, and we will take care of every form, follow-up and filing while you stay their trusted advisor.
If your clients have investments, they may have physical shares too. We work with:
You handle estate, succession and tax files. Old shares often surface during these.
Clients ask to sell inherited shares that are still in paper form and cannot trade them.
Family financial reviews often uncover old certificates and forgotten holdings.
Your clients already trust you with their wealth. Physical shares are the missing piece.
Succession and estate planning cases frequently include unclaimed or paper shares.
If you regularly meet families with investments, write to us.
Tick what sounds familiar from your client meetings and see which of our services could help them.
Based on what you ticked:
A service your clients need, without adding to your workload.
You focus on your core work. We prepare, file and follow up on the share paperwork.
Your client stays your client. We do not approach your client for any other product or service.
Your client gets a dedicated case manager and regular updates, so they come back to you with confidence.
Offer a service that many advisors cannot, and add value to every client review.
We tell your client the cost before we begin, and you can see the status of each referred case.
Partners earn a referral fee on completed cases. Terms are shared in writing before you refer your first client.
Five simple steps, from your first call to your referral fee.
Fill in the short form below. Our team will call you within 24 hours to explain the program.
Sign a simple partnership agreement that covers referral terms, confidentiality and data handling.
Share the client's name and contact details, with the client's consent. Or ask the client to contact us and mention your name.
We run the free consultation, collect documents, file the forms and follow up with the company and its RTA.
You see the status of your referral. When the case is completed, your referral fee is paid as per the agreement.
You bring the relationship. We do the paperwork.
Whatever the situation, your client has one team to go to.
Four promises we put in writing.
We handle client data only for the referred case and only with the client's consent.
Client documents are not shared with any third party except the company, RTA, depository or authority required for the filing.
We do not contact referred clients to sell unrelated products.
All terms, fees and data-handling rules are written in the partnership agreement before the first referral.
Straight answers about fees, data and regulation.
No. Joining is free.
You earn a referral fee when a referred case is completed, as per the written agreement.
Only with your client's consent. You can also ask the client to contact us directly and mention your name.
No. We use the client's details only for the referred case.
You do not need a separate licence from us. However, if you are a SEBI, IRDAI or AMFI registered intermediary, please check your own regulator's rules on referral fees before joining.
No. Sampada Social is a facilitation and documentation support service. We do not give legal advice.
Timelines depend on the company, its RTA and the authority involved. We keep you and the client updated at each stage.
Yes. We assist clients across India, and NRI clients as well.
It takes about two minutes. Our partner team will call you within 24 hours.
Join advisors across India who refer their clients to Sampada Social. Free to join. Clear terms. Your client relationship stays yours.
Sampada Social is a facilitation and documentation support service. It is not a registrar and transfer agent (RTA), depository, stock broker or law firm, and does not give legal, tax or investment advice. Outcomes and timelines depend on the company, its RTA and the relevant authority. Referral fees are payable only as per the signed partnership agreement. Partners who are registered with SEBI, IRDAI, AMFI or any other regulator are responsible for following their own regulator's rules.
