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Free Resources

Self-Service Checklists & Links

Practical tools and official links to help you locate lost assets, manage your finances, and plan for the future.

Where Can You Check for Lost Assets?
RBI
Bank Deposits
Search for unclaimed bank deposits through the RBI Udgam portal.
RBI Udgam →
SEBI
Mutual Funds
Locate unclaimed mutual fund investments via SEBI Mitra.
SEBI Mitra →
IRDAI Bima Bharosa
Insurance
Find unclaimed insurance policies through IRDAI Bima Bharosa.
IRDAI Bima Bharosa →
IEPFA
Shares & Dividends
Reclaim unclaimed shares and dividends through the IEPFA portal.
IEPFA →
Downloads & Forms
KFintech
Investor Service Request Forms
Access investor service request forms for mutual fund and share transactions.
KFintech ISR Forms →
🗂️
Assets Register
A template to document all your family's financial assets in one place.
Request Template →
📜
Will Format
A plain-language will template to help you document your wishes clearly.
Request Template →
Official Regulatory Links
SEBI IRDAI AMFI Income Tax EPFO