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Documentation-led support

Name or Signature Mismatch

Resolve records where name, spelling, signature, bank, or KYC details do not match.

Archived investment records being organised for a recovery process

Documents first

Record mismatches can block demat, transmission, redemption, or bank updates until corrected.

Issue

What usually blocks progress

Record mismatches can block demat, transmission, redemption, or bank updates until corrected.

Documents to check

  • - Old and current identity proof
  • - Bank and address proof
  • - Signature, affidavit or banker attestation where required

Process route

  • - Compare old and current records
  • - Identify mismatch type
  • - Prepare correction documents
  • - Submit update request
  • - Track approval or query

Important note

Mismatch resolution depends on record age, issuer/RTA policy, evidence quality, and required attestations.

Verify the holding

Compare old and current records

Prepare the file

Old and current identity proof

Track the official route

Track approval or query

Next step

Start with what you have

The first conversation should establish the holding, available documents, mismatch or transfer issue, and the most likely recovery route.

Review Mismatch Issue