01 / EPFO
Provident Fund Assistance
Support with understanding claim and transfer processes, organising relevant information, and preparing structured grievance follow-ups for EPFO matters.
Clarity for complicated processes
A resolve that does not dissolve.
Practical, structured assistance for paperwork-heavy processes, follow-ups and administrative grievances — so you can understand the next step and move forward with greater clarity.
Clarity in Process. Persistence in Pursuit.
A note from the founder
Some problems don’t need more follow-ups. They need the right questions.
My own experiences taught me how complex it can be to navigate systems when something important is stuck. My professional journey of over 15 years in mutual fund and registrar and transfer agency operations taught me to look beyond the paperwork—to understand processes, identify bottlenecks, ask the right questions and recognise when an approach needs to change.
Over time, I began to see that these challenges were not isolated incidents. Individuals and families can find themselves navigating unfamiliar procedures, fragmented information, repeated follow-ups and uncertainty about what to do next. Whether the matter concerns investments, asset transmission, provident funds, unclaimed assets or an administrative grievance, knowing the process is only one part of the answer. Knowing how to navigate it matters just as much.
That is the thinking behind Saarthi Resolve. I want to bring together process knowledge, structured documentation, thoughtful communication and persistent follow-through to help people understand their options and take more informed next steps.
My approach is grounded in three principles: clarity before commitment, persistence with purpose, and honest expectations. Not every matter has a straightforward answer, and no outcome can be guaranteed. But every matter deserves to be understood carefully, approached methodically and handled with integrity.
Because persistence is not simply about refusing to give up. It is about knowing when to ask, when to probe, when to escalate and when to rethink the approach. The objective is not just to keep following up. It is to move things forward.
With purpose,
Nidhi Shah
Founder, Saarthi Resolve
A resolve that does not dissolve.
What we can help with
When the process gets complicated, start with clarity.
Saarthi Resolve provides structured administrative assistance for individuals who need help understanding documentation, preparing follow-ups and navigating established grievance channels.
02 / MUTUAL FUNDS
Mutual Fund Transmission
Administrative guidance on transmission documentation, checklist preparation and follow-ups for cases involving the transfer of mutual fund holdings after a holder’s death.
03 / GRIEVANCES
Administrative Grievance Support
Help organise the facts, documents and chronology of a matter and prepare clear, process-oriented representations for the appropriate channel.
04 / ASSET TRANSMISSION
Transmission & Unclaimed Assets
Administrative checklist and documentation support for bank deposits, fixed deposits, securities, demat holdings, insurance-related paperwork and unclaimed asset matters, within the agreed scope.
05 / FOLLOW-UPS
Escalation & Follow-up Planning
A structured view of what has already been submitted, what response is pending, and what reasonable next step may be available through the relevant process.
06 / DOCUMENTATION
Case File Organisation
Bring scattered emails, acknowledgements, reference numbers and supporting documents into a clear, usable case record.
07 / FIRST STEP
Initial Case Assessment
Begin with a short discussion to understand the issue, the stage reached and whether the matter fits within the service scope.
Important: The exact scope, deliverables, timelines and fee are confirmed before any paid work begins. Services are administrative assistance, not a guarantee of an outcome.
How it works
A straightforward process, from first conversation to next step.
1. Tell us what is stuck
Share a brief summary of the issue and the steps already taken. Please do not send sensitive identity or financial documents before they are requested securely.
2. Understand the scope
We review the broad requirement and explain the proposed assistance, expected deliverables, fees and limitations before proceeding.
3. Work through the plan
Once agreed, we organise the information and help prepare the relevant documentation or follow-up steps within the agreed scope.
About Saarthi Resolve
Steady guidance when systems feel difficult to navigate.
Saarthi Resolve is built around a simple belief: people deserve clear explanations, organised documentation and thoughtful follow-through when dealing with complex administrative processes.
Clarity before commitmentUnderstand the proposed work before deciding to proceed.
Documentation mattersKeep the facts, dates, submissions and responses organised.
Honest expectationsNo promises of approvals, recoveries, resolutions or fixed outcomes.
Start a conversation
Tell us where you need clarity.
Send a short summary of the issue, the relevant organisation and the stage you have reached. We will use that to determine whether an initial discussion is appropriate.
Please do not email passwords, OTPs, full bank details or unmasked identity documents. Share sensitive documents only through an agreed and appropriate channel.