Unclaimed Shares Recovery Advisor Certificate Program
Unlock a Unique Opportunity in the Financial Services Industry!
Are you ready to embark on a fulfilling journey in the financial services sector? The Unclaimed Shares Recovery Advisor Certificate Program is designed to equip you with specialized skills to help individuals and families recover their unclaimed shares and lost investments.
With over ₹1,80,000 crores in unclaimed assets in India, this certification program positions you as a valuable advisor in a high-demand niche. Additionally, you'll gain access to Jeevantika Innovations' SaaS platform, providing you with the tools to launch and scale your advisory practice seamlessly.
What You’ll Learn
The Foundations of Unclaimed Shares Recovery: Explore the origins of unclaimed shares, understand their causes, and identify opportunities in this growing field.
Regulatory and Legal Framework: Gain insights into SEBI regulations, KYC norms, and the IEPF recovery process.
Practical Recovery Strategies: Learn the step-by-step process for tracing, verifying, and recovering unclaimed shares for clients.
Mastering Documentation and Processes: Get hands-on experience in preparing affidavits, succession certificates, and legal forms for successful claims.
Advisory and Client Management Skills: Build trust with clients and guide them seamlessly through complex recovery processes.
Incubate Your Practice on Jeevantika Innovations' SaaS Platform: Leverage cutting-edge technology to manage client cases, streamline processes, and access tools that enhance your advisory services.
Who Should Enroll?
This program is ideal for:
Aspiring financial advisors looking to specialize in a niche area.
Legal professionals interested in inheritance and investment recovery.
Professionals in the financial services industry aiming to expand their portfolio.
Anyone passionate about helping others reclaim their financial assets.
Program Highlights
Comprehensive Curriculum: Tailored for both beginners and professionals.
Industry-Recognized Certification: Become a certified Unclaimed Shares Recovery Advisor.
Expert Guidance: Learn from industry leaders with extensive experience in financial recovery.
Real-Life Case Studies: Understand complex scenarios and their solutions.
Advisory Practice Incubation: Set up and grow your advisory practice with the support of Jeevantika Innovations' SaaS platform, which provides end-to-end solutions for managing and scaling your business.
Career Support: Build your professional network and access business opportunities.
Why Choose This Program?
Tap into a high-growth, untapped market with immense potential.
Make a positive impact by helping individuals and families reclaim their wealth.
Gain specialized knowledge that sets you apart in the financial services sector.
Launch your advisory practice on Jeevantika Innovations' SaaS platform, enabling you to deliver efficient and professional services to your clients.
Enroll Now and Start Your Journey! Empower yourself with the skills to transform lives and build a rewarding career. Seats are limited—register today to secure your spot in this unique and impactful certification program.
🏅 "Join Mr. Khagesh’s Legacy of Success – Empowering 1000+ Learners to Excel in Unclaimed Shares Recovery! Start Your Journey to a Thriving Career Today. Limited Seats – Enroll Now!"
⭐⭐⭐⭐⭐
Meet Khagesh Chitlangiya
A financial services expert and founder of Jeevantika Innovations, Khagesh empowers learners with practical strategies and tech-driven solutions for unclaimed shares recovery, backed by decades of real-world experience.
How to Progress through the Course
This certification program is divided into carefully designed modules and sessions to provide you with a step-by-step roadmap for mastering unclaimed shares recovery. Here's how to approach each section of the course:
1. Start with the Foundations Module: Introduction to Unclaimed Shares
Begin your learning journey by understanding the history, evolution, and current dynamics of unclaimed shares in India.
Study the company-wise database and learn how to interpret trends in physical shares and those transferred to IEPF.
Activities:
Watch the introductory video presentation (33 min 32 sec).
Complete the quiz to test your knowledge.
Work on the assignment to understand the dynamics of unclaimed shares recovery.
2. Master the Regulatory and Legal Framework Module: SEBI Defined Process to Recover Lost and Unclaimed Shares
Dive deep into the SEBI guidelines, focusing on KYC updates, duplicate issue, and transmission of shares.
Access essential formats, documents, and circulars that simplify the regulatory framework.
Activities:
Watch the video presentation (35 min 17 sec).
Review critical SEBI circulars, including the Master Circular for Common and Simplified Norms (May 7, 2024).
Take the quiz and complete the assignment to solidify your understanding of SEBI norms.
3. Attend Live Workshops Module: Workshop on Unclaimed Shares - Client Issues and SEBI Offered Solutions
Participate in 12 live workshops every Monday to discuss real-life client issues, explore SEBI solutions, and learn how to identify the value and volume of business opportunities.
These interactive sessions provide hands-on guidance and personalized mentorship.
4. Explore Jeevantika Innovations’ SaaS Platform Module: Introduction to Jeevantika Innovations - Your SaaS Platform
Familiarize yourself with the technology that powers your advisory practice.
Learn about platform features, tools, and how to leverage them for client management.
Activities:
Watch the explainer videos (20 min 25 sec).
Complete the assignment to explore the platform and its features in depth.
5. Set Up and Incubate Your Advisory Practice Module: Incubation of Your Unclaimed Shares Platform
Learn to create a demo account, install the search tool, complete your profile, and customize your website.
Explore client journeys through product tours.
Activities:
Watch the step-by-step video tutorials (13 min total).
Apply your learnings to the assignment focused on account setup and client management.
6. Build and Expand Your Business Module: Workshop on Creating Your Own Business on Your Unclaimed Shares Platform
Engage in 12 live workshops to learn business strategies, client acquisition methods, and ways to scale your advisory services.
7. Hone Client Interaction and Document Preparation Module: Identifying Clients and Preparing Documents
Learn advanced techniques for enhancing the customer journey and improving conversion strategies.
Activities:
Watch detailed product tours and complete the assignment on client journey optimization.
8. Market Your Services Module: Promotion of Business
Master strategies for promoting your unclaimed shares recovery advisory services.
Activity:
Watch the video presentation (11 min 56 sec).
9. Understand Key Processes and Tools Modules:
How to File IEPF Form-5?
Learn the technical steps to create an account on the MCA website and file IEPF Form-5.
Review detailed instruction kits and guides.
SEBI SCORES - Grievance Redressal Mechanism
Study SEBI's FAQs to address client grievances effectively.
Do's and Don’ts
Gain insights into professional best practices as an unclaimed shares recovery advisor.
Stay Committed and Achieve Certification
Follow the structured path from Module 1 to the final sessions, completing all quizzes, assignments, and workshops.
Utilize live sessions and platform tools to enhance your practical knowledge.
Upon successful completion, you’ll earn your industry-recognized certification, empowering you to launch or scale your advisory practice with confidence.
Enroll today and start your journey toward becoming a certified Unclaimed Shares Recovery Advisor!
What do we offer
Live learning
Learn live with top educators, chat with teachers and other attendees, and get your doubts cleared.
Structured learning
Our curriculum is designed by experts to make sure you get the best learning experience.
Community & Networking
Interact and network with like-minded folks from various backgrounds in exclusive chat groups.
Learn with the best
Stuck on something? Discuss it with your peers and the instructors in the inbuilt chat groups.
Practice tests
With the quizzes and live tests practice what you learned, and track your class performance.
Get certified
Flaunt your skills with course certificates. You can showcase the certificates on LinkedIn with a click.
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