The Investor Education and Protection Fund Authority (IEPFA), under the Ministry of Corporate Affairs, in collaboration with the National e-Governance Division (NeGD), organized a Stakeholder Engagement Session with Companies' Nodal Officers on the Integrated IEPFA Portal 2.0. The session, led by Ms. Anita Shah Akella, CEO of IEPFA and Joint Secretary at MCA, along with senior officials, served as an interactive platform to demonstrate the proposed Claimant and e-Verification Report (EVR) modules of the new portal ahead of its rollout.
Key features presented during the session included digital KYC integration, pre-filled Form IEPF-5, an entitlement search facility, a simplified three-step workflow for filing e-Verification Reports (EVRs), and provisions relating to Rule 7(3) for additional (delay) fees. The implementation roadmap outlines User Acceptance Testing (UAT) in August 2026, stakeholder training in September 2026, pilot implementation in October 2026, and the planned full launch of the Integrated IEPFA Portal 2.0 in November 2026.
Companies' Nodal Officers provided practical suggestions including Aadhaar eKYC address validation with company records, mandatory KYC verification of Authorised Representatives, a comprehensive validation checklist before issuance of Entitlement Letters, bulk DSC and eSign capabilities, integration of approved IEPF Form-4 data into the EVR module, share valuation based on NSE and BSE data applying the lower value, and automated alerts to identify frequent address changes as a fraud prevention measure. These suggestions have been shared with the NeGD team for consideration during finalization of the portal.
The stakeholder engagement forms part of IEPFA's ongoing efforts to develop the portal through continuous engagement with Companies' Nodal Officers and other stakeholders. The Authority aims to leverage technology to simplify claim settlement, strengthen transparency, improve service delivery, and build a secure, efficient, and investor-centric digital ecosystem.