Pavan Kayal

CEO

Mumbai, Maharashtra, India10 yrs 7 mos experience
Highly Stable

Key Highlights

  • Recovered over ₹400 crores in unclaimed wealth
  • 100% success rate in IEPF claims
  • Expert in legacy asset management
Stackforce AI infers this person is a Fintech expert specializing in wealth recovery and management.

Contact

Skills

Core Skills

Wealth Management ServicesIepf Claims Of Physical Shares

Other Skills

Analytical SkillsBankingBranch BankingBranch ManagementBusiness DevelopmentBusiness Relationship ManagementCross SellingCustomer Relationship Management (CRM)Dematerialisation of physical sharesFamily Wealth ManagementInvestment ManagementInvestment PropertiesLoansLost share certificate tracingMIS

About

Most families don’t even know they have unclaimed wealth lying in the form of old physical shares or forgotten dividends. At Crystal Peak Wealth, we specialize in helping individuals and families: - Dematerialize physical share certificates - Claim unclaimed dividends and shares from IEPF - Recover lost or misplaced share certificates - Resolve issues like name mismatch, signature mismatch, or legal heir transmission - Coordinate with RTAs and facilitate the IEPF‑5 refund process After spending over a decade in leadership roles at top private banks, I saw the growing complexity and confusion around share recovery, especially for people dealing with legacy assets or estates. That’s when I decided to step in. We’ve helped clients recover crores worth of unclaimed shares and dividends. From navigating the IEPF claim process to dematerializing decades-old paper certificates, we manage everything end-to-end, with zero hassle for the client. If you or your family have any physical share certificates, unclaimed investments, or pending IEPF claims, let’s talk. This isn’t just about recovering money. It’s about reclaiming peace of mind. Get in touch today - info@crystalpeakwealth.com

Experience

Crystal peak wealth

Founder & CEO

Feb 2024Present · 2 yrs 1 mo · India

  • Building Wealth. Securing Legacies.
  • At Crystal Peak Wealth, I help individuals and families recover unclaimed financial assets with a focus on:
  • ✅ Dematerialization of physical share certificates (NSDL/CDSL)
  • ✅ IEPF claims for unclaimed shares and dividends
  • ✅ Lost share certificate tracing and recovery
  • ✅ Transmission of shares to legal heirs
  • ✅ Correction of signature mismatch, name mismatch & other RTA issues
  • ✅ End-to-end coordination with RTAs and depositories
  • We specialize in simplifying the complex from handling IEPF Form-5 submissions to resolving multi-decade legacy asset challenges.
  • Key Results:
  • Recovered over ₹400 crores in unclaimed wealth for clients
  • 100% success rate in IEPF claims filed and processed
  • Trusted by HNIs, families, legal heirs, and financial advisors across India
  • If you're holding a physical share certificate or unsure about a pending dividend or legacy investment, we can help you unlock what’s rightfully yours.
Dematerialisation of physical sharesIEPF claims of physical sharesFamily Wealth ManagementWealth Preservation PlanningInvestment PropertiesWealth Management Services+3

Kotak mahindra bank

4 roles

Vice President & Area Manager - Branch Banking

Promoted

Apr 2017Sep 2019 · 2 yrs 5 mos

Senior Branch Manager

May 2015Mar 2017 · 1 yr 10 mos

Senior Branch Manager

May 2014Apr 2015 · 11 mos

Area Sales Manager , Business Banking Group

Jun 2007Jul 2008 · 1 yr 1 mo · South Mumbai

Deutsche bank

Head Business Banking & Personal Banking

Jul 2008May 2009 · 10 mos · Mumbai

Icici bank

Area Head , SME Group

Dec 2005May 2007 · 1 yr 5 mos · Mumbai , Goregaon - Dahanu

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