IEPFA Celebrates 9th Foundation Day with National Round Table

The Investor Education and Protection Fund Authority (IEPFA), under the Ministry of Corporate Affairs, celebrated its 9th Foundation Day on September 8, 2025, in New Delhi. The event featured a Round Table Conference on the theme “Claiming the Unclaimed: Unlocking the Potential of Idle Financial Assets in India”, highlighting reforms to improve claim processes, protect investors, and boost financial inclusion.

Keynote and Strategic Insights

Delivering the keynote address, Mr. Sanjeev Sanyal, Member of the Prime Minister’s Economic Advisory Council, emphasized the need for innovative frameworks and multi-agency coordination to put idle financial assets to productive use. He praised IEPFA’s reform-oriented approach and urged faster deployment of unclaimed funds for national development.

In her inaugural address, Ms. Anita Shah Akella, CEO, IEPFA, reaffirmed the Authority’s mission to simplify claim settlements, enhance transparency, and educate investors through digital and grassroots initiatives.

Panel Participation and Sectoral Dialogue

The conference featured key voices from India’s financial and regulatory ecosystem,

• SEBI, RBI, ICSI – Represented by senior officials discussing capital markets and banking reforms.
• IRDAI and PFRDA – Focused on improving asset recovery in insurance and pension sectors.
• Industry Experts – Shared practical insights on operationalising refunds and minimizing idle capital.

All participants agreed on the need to reduce claim timelines, enhance system efficiency, and leverage technology for seamless investor experience.

IEPFA’s Panchtattva Vision

IEPFA unveiled its Panchtattva vision aimed at,

• Fast-tracking refunds
• Adopting AI tools for claim verification
• Launching “Niveshak Samadhan – Dial Your CEO” for direct grievance redressal
• Expanding financial literacy campaigns like Niveshak Didi and Niveshak Shivirs
• Positioning IEPFA as a trust anchor of India’s financial ecosystem

Institutional Role of IEPFA

Formed on September 7, 2016, IEPFA is responsible for,

• Managing unclaimed shares, dividends, deposits, and debentures
• Facilitating refunds to rightful investors
• Promoting nationwide financial literacy
• Ensuring investor confidence through transparency and outreach

Key Takeaways for Exam

• Event: 9th Foundation Day of IEPFA
• Date: 8 September 2025
• Theme: Claiming the Unclaimed
• Chief Guest: Sanjeev Sanyal
• IEPFA CEO: Anita Shah Akella
• Major Initiatives: Integrated portal, Niveshak Samadhan, Panchtattva vision
• IEPFA Established: 7 September 2016
• Ministry: Ministry of Corporate Affairs