Transfer shares after the shareholder’s death
When a shareholder passes away, the shares stay with the family. We help you move them into the right names, gently and clearly.
What Does Your Family Know?
The right route depends on the holding and the family papers.
A nominee is named
We check the nomination and explain the next step.
There’s no nominee
We tell you which family papers the heirs will need.
The shares are in IEPF
We plan the transmission and the IEPF claim together.
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The Right Order Saves the Most Time
We first understand who held the shares, whether there’s a nominee or a will, and where the holding is recorded. Then we plan the steps.
- We listen to your family’s situation
- A route that fits your case
- Every step in the right order
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The process
What we do
We understand the family, find the right proof and guide the transmission through.
Start With What You Remember →We understand your family
Shareholder, nominee, heirs, will and joint holders.
We find the shares
Paper, demat, with the company, or moved to IEPF.
We confirm the papers needed
It depends on nomination, value and the will.
We prepare the case with you
Forms, declarations and family records.
We follow it through
With the company, registrar, depository or IEPF.
Transmission of Shares: Your Questions
What is transmission of shares?
Transmission is the process used to move a deceased shareholder’s interest to the appropriate claimant under the applicable holding and succession requirements.
Is a nominee automatically the final owner?
Nomination and succession can involve different rights and documents. We review the family and holding context before explaining the suitable route.
What if there is no nominee?
Eligible heirs may still pursue transmission. The evidence required depends on the family structure, holding value and institution requirements.
Will I need a succession certificate or probate?
That depends on the will, claimant, value, jurisdiction and requirements applied to the holding. We first review the case before identifying the relevant document.
Can several legal heirs complete the transmission?
Yes, but the route may require consents, releases or succession documentation depending on how the interest will be claimed.
What if the shares are in IEPF?
The transmission and IEPF steps need to be arranged in the correct sequence. We will explain that sequence after reviewing the case.
Can an NRI legal heir start remotely?
Yes. We can begin with a remote review and explain any attestation, India-side or institution-specific requirements.
Is the first transmission review free?
Yes. We first understand the family and holding details and explain the likely route before you decide whether to proceed.
Let’s Find the Right Route for Your Family
Tell us about the shareholder and the family. We’ll explain the next step. Checking is always free.