Service platform for investors to trace inactive and unclaimed Mutual Fund folios, Shares, Dividends, Bank accounts SB, FD etc.

✅ In this regard, the RTAs have developed the MITRA platform to provide investors with a searchable database of inactive and unclaimed Mutual Fund folios at an industry-level, which will enable investors to identify the overlooked investments, or any investments made by any other person for which he/ she may be rightful legal claimant.

To access the MITRA platform please visit https://app.mfcentral.com/links/inactive-folios

The Reserve Bank of India has launched the UDGAM Portal (Unclaimed Deposits – Gateway to Access Information) to help individuals and entities locate unclaimed deposits across multiple banks in one place. If you or your family have forgotten accounts, matured deposits, or other dormant funds, this portal makes it easy to search and reclaim them.

✅ Why use UDGAM?

• Centralized search across 30 major banks (covering ~90% of unclaimed deposits)
• Simple registration using your mobile number
• Search using name and basic ID details (PAN, Voter ID, Passport, etc.)
• Provides guidance on how to claim funds from respective banks

Check now at: https://udgam.rbi.org.in

Do you have old shares or unpaid dividends that might have been forgotten? The Investor Education and Protection Fund Authority (IEPFA), under the Ministry of Corporate Affairs, provides an official portal to help you locate and reclaim unclaimed shares and dividends.

✅ Why use the IEPFA Portal?

• Search for unclaimed shares and dividends transferred to IEPF after 7 years of inactivity
• Easy search by PAN, name, company name, or folio number
• File claims online using Form IEPF-5 with required documents
• Track claim status digitally

Over ₹1 lakh crore worth of unclaimed shares and dividends are waiting to be claimed. Don’t let your investments remain idle!

Check now at: https://www.iepfa.gov.in

Take a few minutes to ensure your wealth comes back to you.

You may advise / encourage your friends or their legal heirs to use the MITRA platform, to trace their Mutual Fund folios. Find attached SEBI Circular for reference & information.

Uddhav Krishnarao Tulshibagwale - AMFI Registered Mutual Fund Distributor, Udyam Investments Disclaimer

The information provided through any communication or media about various categories of mutual fund schemes is for informational purposes only. It aims to create awareness about mutual funds as a financial product category and is not intended for sales promotion or solicitation of business.

• The content is based on publicly available information, internal sources, and other third-party sources believed to be reliable. However, we cannot guarantee its accuracy or completeness.
• Individual investor objectives, risk appetite, financial needs, and circumstances are not considered in this content. Investors should consult their professional investment adviser, consultant, or tax advisor for personalized advice.
• A mutual fund scheme is not a deposit product and is not guaranteed or insured by the mutual fund or its AMC.
• Due to the nature of underlying investments, returns or potential returns of a mutual fund product cannot be guaranteed.
• Historical performance, when presented, is for reference purposes and does not guarantee future results.

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully.