Certificate and folio review
Check the issuer, registered holder, certificate details and available transaction history.
Physical Shares
Move legacy certificates toward demat.
We help review certificate, folio, holder-name and demat records before the appropriate request is taken to the company, RTA or depository participant.
Discuss your caseRTA service requests
Identify the applicable KYC, duplicate, transmission, transposition or other investor-service route.
Demat coordination
Align the holder and demat-account information needed for eligible securities to be credited in demat form.
Legacy transfer window
Screen potentially eligible pre-April 2019 transfer deeds under SEBI’s current special-window framework.
Process
A structured way forward.
- 01
Check the holding
Review originals or copies, holder names, folio details and whether the issuer and RTA can be identified.
- 02
Resolve record gaps
Address applicable KYC, signature, name, ownership or certificate issues with the prescribed request set.
- 03
Complete demat credit
Coordinate the RTA or issuer outcome with the claimant’s depository participant and matching demat account.
Initial checklist
Documents that may help.
The exact requirement depends on the company, RTA and facts of the case. Start with whatever is available.
- Original share certificates, if available
- Folio, certificate and distinctive-number details
- PAN, address, bank and contact details as applicable
- Client Master List of the matching demat account
- Relevant ISR or issuer/RTA request forms
- Legacy transfer deed and related evidence, when seeking special-window treatment
SEBI’s framework now centres investor-service credits in demat form. A special window for certain eligible transfer deeds executed before 1 April 2019 runs from 5 February 2026 to 4 February 2027; eligibility and current RTA instructions must be verified case by case.