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Documentation-led support

Physical Shares to Demat

Convert old physical share certificates into demat form through a documentation-led process.

Archived investment records being organised for a recovery process

Documents first

Old certificates need issuer/RTA verification before dematerialisation can move ahead.

Issue

What usually blocks progress

Old certificates need issuer/RTA verification before dematerialisation can move ahead.

Documents to check

  • - Original share certificates
  • - PAN, Aadhaar, address and bank proof
  • - Demat account and KYC details

Process route

  • - Identify issuer and folio
  • - Review certificate details
  • - Prepare demat request
  • - Submit through route
  • - Track RTA response

Important note

Conversion depends on certificate validity, issuer/RTA process, demat account status, KYC, and required documents.

Verify the holding

Identify issuer and folio

Prepare the file

Original share certificates

Track the official route

Track RTA response

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.

Check Demat Conversion