Understand the holding
Identify whether shares are in physical or demat form, jointly held, or transferred to IEPF.
Transmission of Shares
Careful support for inherited holdings.
Help for nominees, surviving holders and legal heirs in understanding the documents and process for transmission after a shareholder’s death.
Discuss your caseReview claimant status
Separate nominee, surviving-holder and legal-heir cases so the checklist fits the ownership record.
Organise entitlement evidence
Review the death certificate and applicable nomination, heirship or succession documents requested for the case.
Coordinate the next step
Prepare for company/RTA or depository-participant review and respond to document clarifications.
Process
A structured way forward.
- 01
Map the ownership record
Confirm the issuer, folio or demat account, holders, nomination and the person seeking transmission.
- 02
Confirm the checklist
Use the current issuer or DP requirements. Documentation can differ by holding value, claimant status and applicable rules.
- 03
Support the request
Organise the submission and track responses. If shares are with IEPF, identify the additional claim steps.
Initial checklist
Documents that may help.
The exact requirement depends on the company, RTA and facts of the case. Start with whatever is available.
- Company, folio or demat holding details
- Death certificate of the registered holder
- Identity and address records of the claimant
- Nomination or joint-holder details, if available
- Succession or legal-heir documents, where applicable
- Claimant demat details and issuer-requested forms
We provide document and process assistance, not a determination of inheritance rights or legal advice. Disputed entitlement may require independent legal advice. Acceptance rests with the relevant company, DP or authority.