Professional partners who work with Green Stapler
Partner With Us

Partner With Green Stapler

We work with professionals who occasionally come across clients requiring assistance with old shares, IEPF claims, transmission and other legacy investment matters. Our team manages the documentation and procedural coordination while keeping you informed through the case.

Who Can Partner With Us

Built for professionals who serve investors

Support your clients with specialized expertise in old shares, IEPF claims, transmission and other legacy investment matters — while you stay focused on your core practice.

Chartered Accountants
Company Secretaries
Lawyers
Financial Advisors
Wealth Managers
Mutual Fund Distributors
Brokers
Insurance Advisors
NRI Consultants
Estate Planning Professionals
Why Partner With Us

Your clients get specialists You stay informed throughout

Professionals often come across situations where clients require specialized assistance with legacy investments, share recovery, or IEPF claims. Handling such cases internally can be time-consuming and operationally intensive.

01

Specialized Expertise

We handle share recovery matters including physical shares, IEPF claims, transmission and related documentation issues.

02

You Refer, We Manage the Process

Our team coordinates documentation, companies, RTAs and procedural follow-ups.

03

You Stay Informed

We keep you updated on the progress of referred cases.

04

Long-Term Association

We work with professionals looking for a dependable resource for clients who require assistance with legacy investments.

How It Works

A simple referral, end-to-end execution

01

Introduce the case

Refer a client who needs assistance with share recovery or related matters.

02

We review

We assess the situation and outline a clear documentation roadmap.

03

We assist the client

End-to-end execution, follow-ups, and coordination managed by us.

04

You stay informed

Regular updates throughout the journey — until the case is closed.

Become a Partner

Interested in partnering with us?

If you regularly come across clients who need assistance with old shares, IEPF claims or transmission matters, we'd be happy to explore how we can work together.

Prefer to talk first? Call +91 70649 89000 or email info@greenstapler.in.

Take The First Step

Not sure where your case stands?

A short discussion can clarify eligibility, process, and next steps. No obligation. No jargon. Just clarity on what's possible.