Reclaiming What's Rightfully Yours
Navigating the complexities of financial claims—especially during times of loss or confusion—can be overwhelming. At Sarv Insights, we understand that behind every claim is a person, a family, or a legacy. Our mission is to transform a stressful, drawn-out process into a seamless, successful recovery.
"You focus on your peace of mind. We'll handle the process."
🎯 Our Three Pillars of Expertise
Unclaimed Investments
We help identify, verify, and recover unclaimed investments by managing the required documentation and formal processes.
Pest-Demise Transfers
We assist with all legal paperwork, court processes, and required certificates to ensure smooth post-demise transfers.
Complex Regulatory Complications
We simplify complex regulatory requirements by guiding you through procedures, documentation, and compliance processes.
Unlocking Hidden Wealth
Are forgotten funds, uncashed dividends, or dormant accounts keeping your hard-earned assets out of reach? This category covers the meticulous process of tracing, verifying, and recovering various forms of unclaimed financial assets with regulatory bodies like SEBI, RBI, and others.
Unclaimed Shares & Dividends
Recovery of stocks, mutual funds, and their associated dividend payments.
Lost Deposits & Bonds
Tracing and claiming amounts held in forgotten public or private deposits.
Regulatory & Institutional Assets
Expertly navigating complex claims with regulators and institutions.
Securing Your Family's Future
When life's uncertainties require you to make an insurance claim, the last thing you need is a lengthy, complicated battle with the provider. Sarv Insights steps in to ensure that your insurance policies deliver the protection and financial stability they were designed to provide.
Post-Demise Claim Transfers
Managing and expediting the transfer of insurance policy benefits to the rightful nominee or legal heir.
Disputed Life Insurance Claims
Challenging claim denials and ensuring fair settlement for life, endowment, and term policies.
Medical & Health Reimbursement Issues
Assisting with complex health insurance claims, including partial payments or rejection disputes.
Policy Servicing & Maturity
Resolving issues related to policy surrender, maturity payouts, and policy lapses.
Legal Heirship
This essential category covers the most complex and sensitive claims, often involving multiple jurisdictions, succession laws, and difficult bureaucracy following a demise. We clarify the path forward so you can focus on healing.
Succession & Legal Heir Claims
Assisting in the process of transferring assets and managing claims based on legal heirship certificates and wills.
Complex Documentation
Preparation, verification, and submission of legally sound paperwork required by financial institutions.
Inter-Institutional Disputes
Resolving claim conflicts that involve assets spread across different banks, mutual funds, or government schemes.