Investor Resources

1. A covering letter requesting us to update / change your signature as per Form ISR-1.
2. Original cancelled cheque with name of all the shareholders printed on the cheque and should be of the same bank and account as per the bank attestation letter. If name of all shareholders are not printed on the cheque, then please provide Bank Passbook / Bank Statement attested by the Bank.
3. Banker's attestation of signature as per Form ISR-2.
4. PAN card copy of all shareholders (self-attested).
5. Self-attested, copy of any one documents as mentioned below for address proof of all the shareholders:
1. Valid Passport / Registered Lease or Sale Agreement of Residence / Driving License / Flat Maintenance bill.
2. Utility bills like Telephone Bill (only land line), Electricity bill or Gas bill - Not more than 3 months old.
3. Identity card / document with address, issued by any of the following: Central/State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institutions.
4. For FII / sub account, Power of Attorney given by FII / sub-account to the Custodians (which are duly notarized and / or apostilled or consularised) that gives the registered address should be taken.
5. Client Master List (CML) of the Demat Account of the holder / claimant, provided by the Depository Participant.
6. If proof of address is in the name of spouse, please provide self-attested copy of Identity Proof of the holder/claimant.

Different requirements apply for individuals, corporate bodies, and trusts. Documents typically include covering letter, Form ISR-4, share certificates, PAN, address proof, and for individuals: Marriage Certificate / Divorce Decree; for corporate: Certificate of Incorporation, Board Resolution; for trust: Trust Deed, Resolution.

View full procedure and document list on our FAQ page.

1. A covering letter requesting us to update your new address as per Form ISR-1.
2. PAN card copy of all shareholders (self attested).
3. Self-attested, copy of any one documents as mentioned below for address proof of all the shareholders:
1. Valid Passport / Registered Lease or Sale Agreement of Residence / Driving License / Flat Maintenance bill.
2. Utility bills like Telephone Bill (only land line), Electricity bill or Gas bill - Not more than 3 months old.
3. Identity card / document with address, issued by any of the following: Central/State Government and its Departments, Statutory / Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, Public Financial Institutions.
4. For FII / sub account, Power of Attorney given by FII / sub-account to the Custodians (which are duly notarized and / or apostilled or consularised) that gives the registered address should be taken.
5. Client Master List (CML) of the Demat Account of the holder / claimant, provided by the Depository Participant.
6. If proof of address is in the name of spouse, please provide self-attested copy of Identity Proof of the holder/claimant.
4. Self-attested, copy of old address proof which has been registered in our records or Original counterfoil of dividend/interest warrant.

For securities held in physical form, please submit the following documents:

1. Duly filled out Form SH-4
2. Self-attested copy of the PAN card of the transferor and transferee
3. Stamp duty should be affixed on the transfer deed at 0.015% of the market value or consideration amount (whichever is higher). In Maharashtra, the transfer deed should be franked by the bank.
4. Original share certificate(s)

Note: For Unlisted Public Company – no physical transfer allowed w.e.f. 02/10/2018. For Listed Company – physical transfer stopped w.e.f. 01/04/2019. You may ask the transferor to dematerialize their shares and then transfer them in the name of the transferee.

Requirements differ for Unlisted vs Listed companies, and for listed companies by value (upto Rs. 10 lakhs vs exceeds Rs. 10 lakhs per listed entity). Documents include covering letter, Form ISR-4, KYC (ISR-1), nomination (SH-13/ISR-3), bank attestation (ISR-2), affidavit cum indemnity, and in some cases FIR/Police Complaint and newspaper advertisement.

View full procedure and document list on our FAQ page.

Different requirements for Unlisted vs Listed companies. For listed: separate requirements where nomination has been registered vs not registered, and by value (upto Rs. 5 lakhs vs exceeds Rs. 5 lakhs). Documents include transmission request form, death certificate, PAN, address proof, succession/probate/NOC/indemnity as applicable, Form ISR-4, KYC, nomination forms.

View full procedure and document list on our FAQ page.

Combines requirements for duplicate certificate and transmission. Varies for Unlisted vs Listed companies and by value for listed entities. Includes covering letter, transmission request form, FIR (where applicable), death certificate, affidavit, NOC/indemnity, succession/probate, Form ISR-4, KYC, nomination, newspaper advertisement where applicable.

View full procedure and document list on our FAQ page.

If the shares are held in joint names and one of the joint holders is deceased, the surviving joint holders will have to submit:

1. A covering letter requesting us for deletion of name, signed by the survivor(s).
2. Original Share Certificates
3. Copy of Death Certificate duly attested by Notary Public / Gazetted Officer.
4. Form ISR-4.
5. PAN card copy of all shareholders (self attested).
6. Self-attested, copy of any one documents for address proof (Passport/Driving License/Utility bills/Identity document/CML etc.).
7. Original cancelled cheque of the surviving holders; duly completed Deletion Form.

1. A covering letter requesting us for registration of power of attorney, signed by all the shareholders.
2. Power of Attorney attested by notary public.
3. Self attested copies of PAN card and address proof of the applicant.
4. Bank attestation letter as per ISR-2 of the POA holder for signature updation.

Shareholders may nominate using form no. SH-13. To cancel a nominee and nominate a new person, submit form no. SH-14.

1. A covering letter requesting us for registration of nominee, signed by all the shareholders.
2. Nomination form SH-13 or Declaration for opting out of Nomination as per ISR-3 (if no nomination are to be recorded) signed by all the shareholders.
3. PAN card copy of all shareholders (self attested).
4. Self-attested, copy of any one documents for address proof (as per standard list).
5. Form No. SH-14 for cancellation or variation in nomination if any.

To update your KYC / bank details with us for securities held in physical form, please submit:

1. A covering letter requesting us to update your KYC as per Form ISR-1.
2. Original cancelled cheque with name of all the shareholders printed on the cheque (same bank and account as per bank attestation letter).
3. Banker's attestation of signature as per Form ISR-2.
4. PAN card copy of all shareholders (self attested).
5. Self-attested, copy of any one documents for address proof (as per standard list).
6. Nomination form SH-13 or Declaration for opting out as per ISR-3 signed by all the shareholders.

1. A covering letter requesting us for split / consolidation of share certificates with details, signed by all the shareholders.
2. Original share certificates.
3. Form ISR-4.
4. PAN card copy of all shareholders (self attested).
5. Self-attested copy of address proof (Passport / Aadhaar / Election ID / Utility bill / Bank statement etc. – not more than 3 months old).

1. Shareholders may open a demat account with a SEBI-registered depository participant (DP) of their own choice.
2. Submit the demat request form (DRF) along with the share certificates to the DP.
3. The DP will forward the demat request to us and if found in order, we shall confirm the same.
4. In the books of the company, your holding will be debited from your folio and credited to your demat account.
5. The process will take up to 21 days from date of submission of demat request form to DP if all the documents are in order.
6. Once shares are dematerialized, all corporate benefits including dividend, bonus, interest, rights shares shall be directly credited to your demat account.

Shareholders may convert their electronic shares into physical form by submitting a remat request form to their DP. The DP will then forward the same to us and we shall issue fresh share certificates in your name. The process usually takes upto 30 days.