Meet Hitesh Kakkad, a financial advisor who encountered lost brokerage due to an unknown reason. This resulted in uncredited commissions and financial discrepancies.
Using Investwell's Lost Brokerage feature, he successfully identified the cause and recovered his lost earnings.
Sudden decrease in expected commission payouts without clear explanation.
Financial struggle due to missing earnings from completed transactions.
Difficulty pinpointing the exact reasons for lost brokerage.
Impacted business operations due to inconsistent financial tracking.
Investwell's tool identified the EUIN (Employee Unique Identification Number) mismatch as the primary issue causing brokerage loss.
Generated comprehensive documentation for claim submission, providing evidence of missed commissions.
Helped Hitesh recover ₹5 lakh in lost brokerage that would have otherwise remained unclaimed.
Identifies missing commissions through sophisticated data analysis.
Evaluates different brokerage loss cases with tailored solutions.
Generates accurate data for claim processing with comprehensive documentation.
Ensures correct application of rules before investigation to maintain regulatory standards.
EUIN is invalid or missing
KYC is incomplete or expired
Missing nominee details in folio
Errors from RTA / AMC
Segregated schemes transactions
Change of broker without proper transfer procedures
Any other cases where brokerage is not applicable
"After exclusions, only valid transactions are investigated for brokerage recovery."
Complete recovery of lost commissions that would have otherwise remained unclaimed.
Improved monitoring systems to ensure proper documentation and regulatory adherence.
Implementation of proactive strategies to avoid future brokerage losses.
Enhanced financial stability and client confidence in the advisory services.
"Investwell's Lost Brokerage feature has been a game-changer for my business. The ability to track and recover lost commissions has significantly improved my financial outlook."
- Hitesh Kakkad, Financial Advisor