From DRF preparation and DP submission to registrar coordination and final demat credit — we manage every touchpoint and keep you updated throughout.
A Demat (dematerialised) account holds your shares and securities in digital form — eliminating the need for physical paper certificates. Think of it as a bank account, but for stocks and securities.
With evolving financial markets, dematerialisation is now mandatory under SEBI regulations. If you are still holding physical certificates, they must be converted before you can sell, transfer, or pledge them.
Transfer of physical share certificates is strictly prohibited in stock exchanges or off-market except for transmission and transposition. All transactions must go through a Demat account only.
Electronic format eliminates theft, fire, or misplacement risk
Buy, sell and transfer shares with real-time access
Bonus, split, and dividends credited automatically
All investments visible and manageable in one place
Having the right documents ready prevents rejections and delays. Our team reviews your complete document set before any DRF is submitted.
Original Physical Share Certificates — the actual paper certificates to be surrendered for dematerialisation
PAN Card — self-attested copy of the shareholder (must match company records exactly)
Demat Account Details — DP ID and Client ID where converted shares will be credited
Folio Number & Certificate Details — found on the face of the physical share certificate
Dematerialisation Request Form (DRF) — completed and signed, obtained from your Depository Participant
Aadhaar Card — for KYC completion at the DP level, self-attested copy
Cancelled Cheque — from the shareholder’s active bank account for record verification
Transmission Documents — death certificate and succession/legal heir documents (for deceased shareholder cases)
The process is structured but requires precision at every step. Our team manages every touchpoint — from DRF preparation to final credit in your Demat account.
The process begins with opening a Demat account with a SEBI-registered Depository Participant (DP) such as a bank or broking firm. We guide you through KYC, signature matching, and account opening to avoid errors that cause rejections later.
A DRF must be completed and submitted to your DP along with the original physical share certificates. We prepare and verify the DRF for you, ensuring all details match the company’s register exactly to prevent rejection.
Your DP forwards the DRF and physical certificates to the company registrar. The registrar verifies the certificates and confirms ownership. This stage is where delays typically occur — our team follows up proactively.t
Once the registrar approves, the physical share certificates are cancelled and an equivalent number of shares are credited to your Demat account in electronic form. This is the core conversion step.
You receive confirmation of the credit in your Demat account. From this point, your shares are fully electronic — you can sell, transfer, or pledge them at any time through your broker or trading platform.
The conversion process has multiple failure points. Our job is to make sure yours goes through right the first time — and we cover the entire journey.
From DRF preparation and DP submission to registrar coordination and final demat credit — we manage every touchpoint and keep you updated throughout.
Experienced professionals verify every detail before submission — name matching, signature consistency, and certificate authenticity — ensuring error-free applications and fast approvals.
If your shares have already moved to the IEPF authority, we file the complete IEPF-5 claim and follow up until they are returned directly to your Demat account.
We take care of all formalities, paperwork, and communications on your behalf — so you don’t have to navigate multiple offices or risk delays from minor errors.
DRF filing, DP coordination, registrar verification
Recover shares transferred to the Government fund
Lost or damaged certificate replacement
Transfer shares to legal heir or nominee
Claim dividends uncredited to your account
Fix mismatches in name, signature, or address
Physical shares can still be converted, recovered, and traded — but only with the right process.
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No. As per SEBI’s mandate effective April 1, 2019, the transfer of physical share certificates is strictly prohibited — on stock exchanges as well as off-market. You cannot sell, transfer, or pledge physical shares until they are dematerialised into a Demat account. Transmission (transfer due to death) and transposition are the only permitted exceptions.
Name mismatches are one of the most common issues in physical-to-demat conversions. A mismatch between the name on the physical certificate, the company’s shareholder register, and your PAN card leads to rejection. We review all documents before submission, identify discrepancies, and handle the name correction process with the company registrar before proceeding with dematerialisation.
Yes, but a two-step process is needed. First, we apply for a duplicate share certificate on your behalf — this involves filing an indemnity bond, FIR copy, and surety bond with the company registrar. Once the duplicate certificate is issued, we proceed with the standard DRF-based dematerialisation. We handle both steps end-to-end.
Yes. A Demat account is mandatory to receive the shares after conversion — they are credited electronically. If you don’t have one, we can guide you on opening one quickly with any SEBI-registered Depository Participant (DP) such as a bank or broking firm.
A straightforward conversion typically takes 15–30 days from DRF submission to final demat credit, depending on the company registrar’s responsiveness. Cases involving name corrections, duplicate certificates, or IEPF recovery take longer. Our team follows up at every stage to minimise delays.
In this case, the legal heir must first complete the transmission process — getting the shares transferred into their own name using a death certificate, succession certificate, or probate. Once transmission is done, the demat conversion can proceed normally. If the shares were also transferred to IEPF due to unclaimed dividends, a separate IEPF-5 claim is filed. We handle all stages together.
The DP typically charges a small per-certificate dematerialisation fee. Our professional service fee is a small token amount upfront to begin, and a 10% success fee charged only on the value successfully converted or recovered — so if we don’t succeed, you don’t pay the full fee.