Welcome To Heritage Wealth
Unlock Hidden Wealth. Secure Your Financial Legacy.
From reclaiming unclaimed shares to building robust investment portfolios of clients across India, UK, UAE, USA, Germany & more — With over a Decade of Experience Heritage Wealth helps you recover, protect, and grow what’s rightfully yours.
What We Help You With:
You’ve worked hard to build your wealth—don’t let bureaucracy or neglect rob you of it. At Heritage Wealth, we specialize in wealth recovery and wealth creation—guiding professionals, entrepreneurs, women, and NRIs in securing their financial future. Whether it’s shares stuck in the IEPF, Loss of Share or Transmission of shares — we handle it all with integrity, expertise, and care.
Wealth Recovery
- Lost or unclaimed shares stuck in IEPF
- Physical shares not yet dematerialized
- Transmission of shares after a family member’s passing
- Legal support & Assisting for Applying Succession Certificate or Will Probate for Ownership Rights
- NRI investment recovery services
Wealth Creation
- Smart investment planning
- Direct Equity & Portfolio Management Strategies
- Tax-efficient solutions for families, women, and minors
- Long-term portfolio growth & financial independence
Why Choose Heritage Wealth?
You’re not just a case file. You’re family.
We treat every client like we would our own. When your wealth is stuck, we don’t just advise—we act. From handling the paperwork to following up with authorities, we personally oversee every step so you don’t have to lift a finger.
Here’s what sets us apart:
- 10+ years of hands-on experience in wealth recovery and investment planning
- Zero middlemen – you work directly with Bhavesh Ganddhi
- Proven track record of success with clients across India, UK, UAE, USA, Germany & more
- Personalized, discreet service tailored to your financial journey
- Legal + financial expertise under one roof
What Our Clients Say?
Bhavesh recovered shares we didn’t even know existed!
When we met Bhavesh from Heritage Wealth , for the claim of shares of one company from IEPF he traced the details of more cos. Also, We did not know about unclaimed shares in my family members’ name worth more than 1 Cr. Bhavesh from Heritage Wealth handled everything—from opening Demat account to Transmission of Shares & Recovery of shares from Co. Thanks to Bhavesh for handling the entire process to recovery shares and unclaimed dividend smoothly.From physical shares to PMS – seamless journey!
As an NRI, I discovered old physical shares worth more than Crore in my father & Mother’s name after their Death who were Resident Indian. Bhavesh at Heritage Wealth guided me through Applying for Succession Certificates, Transmission process dematerialization, and reinvestment through Portfolio Management Services as an NRI. I now have a growing portfolio thanks to his clarity and dedication.Let’s Build Your Financial Legacy
Whether you suspect lost shares, are struggling with paperwork, or simply want expert guidance on growing your portfolio—we’re here to help you gain clarity, peace of mind, and results.