Physical Shares Desk

Physical Shares Recovery & Transfer

Support for old share certificates, duplicate issue, transmission, demat conversion, IEPF claims, and RTA follow-ups with a documentation-first process.

0certificates reviewed
0Cr claim value assisted
0process stages tracked
Share CertificateFolio Review
Holder CheckKYC, name and signature match
RTA MappingRegistrar route and claim status
FAG

Intelligence Dashboard

Frontend demo signals for common physical share cases. These numbers are illustrative and help users understand the recovery desk workflow.

Lost Certificates

Trace folios, RTA records, affidavit and indemnity pathways.

Name Mismatch

Support for spelling, address, KYC and signature mismatch cases.

Transmission

Succession, nominee, legal heir and probate-led documentation.

Duplicate Issue

Coordinate checklist, notices, surety and RTA follow-ups.

IEPF Claim

Claim preparation for unpaid dividends and shares transferred to IEPF.

Demat Conversion

Move eligible physical certificates into demat form after verification.

Transmission72%
Duplicate Issue58%
IEPF Claim64%
Demat Conversion81%
Name Mismatch46%

Process Timeline

A structured six-step path keeps certificate cases documented, traceable, and ready for RTA or company review.

1

Initial Review

Check certificate, company name, folio and holder details.

2

Document Checklist

Map missing KYC, legal and bank documents.

3

Company/RTA Mapping

Identify active registrar and claim route.

4

Claim Filing

Prepare forms, affidavits, indemnities and submissions.

5

Follow-up

Track queries, objections and verification requirements.

6

Transfer/Demat

Complete final transfer, demat or IEPF claim closure.

Document Readiness

Common documents that decide how quickly an old certificate case can move.

PAN & Aadhaar

96%

Old Certificates

82%

Folio Details

74%

Bank Proof

68%

Succession/Probate

42%

Death Certificate

58%

Value Recovery Map

Illustrative split of physical share recovery requests handled by a documentation-led desk.

₹36Crdemo value mix

Transfer

Holder or heir transfer after document verification.

Duplicate Issue

Replacement process for misplaced or damaged certificates.

IEPF Claim

Recover shares and dividends moved to investor fund.

Delay Points

RTA objections, missing legal proof and KYC mismatch.

Physical Shares FAQs

Quick answers before you start a document review.

Many cases can be reviewed if certificate, folio, holder, company or legal heir information is available.

Original certificates help. If they are lost, duplicate issue routes may be explored with affidavits and indemnity documents.

The desk can help review documents, prepare claim information and guide follow-ups with relevant stakeholders.

Have old certificates or folio details?

Share the available information and our team will help you understand the next step.

Contact Desk

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