Services We Offer

At Invest Search, we offer unique solutions under one roof, ensuring that all the needs of investors are seamlessly addressed. Our comprehensive approach is dedicated to providing the highest level of service and expertise to support your investment journey.

01

Succession & Tax Planning

We are pleased to inform you that we have established partnerships with esteemed corporate lawyers and chartered accountants to provide comprehensive Succession and Tax Planning services. Our offerings include:

  • Drafting Wills
  • Forming Trusts
  • Creating Powers of Attorney (POA)
  • Tax Planning
  • Filing Tax Returns

These services are designed to help you safeguard your assets and ensure a smooth transition of wealth to the next generation while optimizing your tax obligations.

02

Loan Against Securities (LAS)

we understand that there may be times when you require liquidity but prefer not to liquidate your long-term assets or incur associated tax implications. To address this need, we are pleased to inform you that we have partnered with Tata and Bajaj Finance to offer an overdraft (OD) facility under the Loan Against Securities program.

This facility allows you to access funds quickly and in a paperless manner, using your securities as collateral.
03

Securities Dematerialization & Recovery

We provide support for clients with lost physical share certificates or those converting them to electronic form by

Coordinating with the RTA

Assisting in updating records and reporting lost certificates.

Documentation Support

Client profile with profile form

Facilitating Dematerialization

Guiding clients through the process of converting physical shares into electronic securities.

This ensures a smooth transition and minimizes hassle for our clients.