Transmission of shares · India and abroad
Shares left by a parent or spouse? We'll transfer them to your name.Transmission of shares after death · With or without a nominee
We handle the paperwork, affidavits and company follow-up, so your family doesn't have to.
- Free guidance call within 24 hours
- With or without a will or nominee
- Heirs abroad can sign from where they live
We understand
Dealing with paperwork after a loss is hard
We'll take it off your hands, one step at a time. You tell us what you know, and we work out the rest with each company and its registrar.
SEBI's new transmission rules from August 2026 have made documentation simpler for many families, especially for smaller holdings. We'll tell you exactly which rules apply to your case.
Is this your situation?
- Shares in physical certificates or a demat account
- There's a nominee, or there isn't
- There's a will, or there isn't
- Several family members are legal heirs, some abroad
- You don't know which companies they held
How we do it
How Transmission of Shares Works, in Four Steps
- 01ListWe list every company and holding in their name.
- 02ChecklistWe tell you exactly which documents your case needs, and nothing extra.
- 03Prepare and submitAffidavits, forms and no-objection letters from other heirs, submitted to each company.
- 04TransferShares move to your demat account. Any in IEPF, we claim too.
What you'll need
Death certificate, your PAN and Aadhaar, your demat account, and share certificates or statements, if any.
For larger holdings, a succession certificate or probate may be needed. We can help arrange it.
Honest timeline
Depends on the number of companies and the documents needed. You'll get a clear plan after the first call, and a WhatsApp update every month.
Clear quote, no surprises
Free check. You'll get a clear written quote before any work begins, with no obligation.
Living abroad? We handle NRI cases too.
Forms
Which Forms Does Transmission Need?
Transmission to a nominee or legal heir is usually requested with Form ISR-5 and its annexures, along with the legal heir's KYC on Form ISR-1.
If the shares or dividends had already moved to IEPF, transmission comes first and the claim is then filed with Form IEPF-5.
FAQ
Common Questions About Transmission of Shares
There's no will. Can we still claim?
Yes. Legal heirs can claim using the documents we'll list for you.
Do all heirs need to be present?
No. Other heirs usually sign a no-objection letter from wherever they live, including abroad.
We don't know what they owned.
Give us their name and old address, and we'll search.
I live abroad. Can you still help?
Yes. We handle the claim in India and guide you on getting documents signed, notarised and apostilled where you live. You don't need to travel.
How much does it cost?
Every case is different. After the free check, we send a written quote based on your documents and the work involved. You decide whether to go ahead. See how our fees work.
Reviewed by Dinesh Gupta, Compliance Officer (12+ years in securities markets) · Last updated
Let us handle it for your family.
One call to understand your case. No obligation.