When a shareholder passes away, their shares and dividends do not disappear — they must be legally transmitted to the rightful heirs. The process is document-intensive, involves multiple authorities, and takes months. We manage it completely.
100% Transparent Expert Legal Assistance PAN India SupportWhen a deceased shareholder held equity or preference shares in multiple companies, a separate application with supporting documents must be filed with each company’s RTA. We handle all filings in parallel — probing each company, tracking processing status, and expediting wherever possible — so you don’t need to manage each case individually.
When shares were held in a joint account, surviving joint holders can claim sole ownership by right of survivorship. The surviving holder must hold a demat account with NSDL or CDSL to receive the transmitted shares. If any of those shares had already moved to IEPF, we file the additional documents required with the IEPF Authority to recover them — handling both the transmission and the IEPF recovery as a single engagement.
Spouse, child, parent, or sibling of the deceased who holds a valid legal heir certificate issued by the local SDM / Tehsildar.
A person officially nominated by the shareholder in company records or the demat account at the time of account opening.
A person holding a succession certificate issued by a court of law, or a will probate granted by a competent court under Indian law.
If shares were held jointly, the surviving account holder(s) are entitled to full ownership by right of survivorship, upon submission of the death certificate.
Most rejections happen because of missing, mismatched, or incorrectly prepared documents. We review and prepare your complete document set before any submission
Death Certificate of the original shareholder — certified copy from the municipal authority or registrar of births and deaths
Legal Heir Certificate — issued by the local SDM or Tehsil office, confirming the claimant as a rightful legal heir
PAN Card & Aadhaar — self-attested copies of the claiming legal heir
Cancelled Cheque — from the legal heir’s own bank account, for dividend credit and account verification
Original Share Certificates — if the deceased held physical / paper share certificates
Demat Account Details — of the legal heir, where the transmitted shares will be credited
Succession Certificate — court-issued, required for high-value holdings or when there is no legal heir certificate
Will Probate — a court declaration confirming the validity of the deceased’s will, where a will exists
Letter of Administration — court order authorising someone to manage and distribute the deceased’s assets
Indemnity Bond — on non-judicial stamp paper, required when no succession certificate is available for certain value thresholds
The process involves both the company (or its RTA) and government authorities. Our team manages every step while you stay informed.
We review the available information — company names, folio numbers, nature of holding (physical or demat), and documents in hand. We identify which certificates are needed, which are missing, and outline the exact process required for your case.
We guide you through gathering every required document — death certificate, legal heir certificate or succession certificate, PAN, Aadhaar, share certificates — and review each one for correctness before proceeding. Name mismatches and KYC gaps are corrected at this stage.
We file the transmission request on your behalf with each company where the deceased held shares (or the respective RTA — such as KFin Technologies, Link Intime, or Beetal). All documents are submitted in the format required by the company’s articles and applicable regulations.
We coordinate the KYC approval for the claimant’s application and handle any outstanding certifications required from government offices — SDM, Tehsil, or court — to avoid avoidable delays at this stage.
The RTA verifies the submitted documents, updates the share register to reflect the legal heir as the new registered holder, and generates a new share certificate (for physical holdings) or initiates the demat credit process.
Transmitted shares are credited to the legal heir’s demat account. Any accumulated unpaid dividends are credited to the heir’s registered bank account. We confirm receipt and provide a case closure summary to you.
Share transmission is a legal process with specific compliance requirements, strict document standards, and real-time follow-ups across multiple authorities. We do all of it.
Our team of fifteen in-house lawyers possesses comprehensive knowledge of the mandatory legal requirements that apply to share transmission — from choosing between a legal heir certificate and a succession certificate to handling contested cases. We make the right call for your specific situation.
We manage all documentation, communicate directly with companies and their RTAs, handle government office certifications, and coordinate KYC approvals. From first consultation to final credit in your demat account — we handle every step so you don’t have to.
Our established relationships with major RTAs (KFin, Link Intime, Beetal) and active case monitoring mean fewer delays. We know exactly what causes rejections and prevent them before they happen — avoiding the weeks of lost time a resubmission costs.
Every death case is different — different holding structure, different family situation, different documents available. We provide tailored guidance and custom solutions matched to your specific scenario, with a dedicated point of contact throughout the process.
We cover the complete spectrum of a death case — transmission, physical-to-demat conversion, dividend recovery, name correction, and IEPF recovery if required. You don’t need to manage multiple service providers for one case.
In the event of complications, rejections, or disputes among heirs, we provide full legal representation and re-filing support. Our lawyers protect your rights and see the transmission through to a successful outcome, regardless of complexity.
Transfer title from deceased shareholder to legal heir or nominee
Legal heir certificate, succession certificate, will probate assistance
Direct coordination with the company and its Registrar Transfer Agent
Claim accumulated unpaid dividends owed to the deceased’s estate
Convert inherited paper share certificates to demat form
Recover shares already moved to IEPF on the deceased’s account
1 month ago
A big thank you to Ms. Sharlee for helping me recover my JSW shares when I had almost lost all hope. The entire process was handled professionally and efficiently.I truly appreciate the team's dedication and result-oriented approach. Highly recommended for anyone seeking assistance with share recovery services. Best Regards, Nikhil Kumar Sharma
1 month ago
Shares recover helped my father recover 50 year old shares, with only the original share certificate. The original company was acquired and didn't exist anymore. The process was long and slow , but we got the help we needed.Highly recommend.
1 month ago
I Used Shares Recover led by Sherlee Garg to recover my shares which had gone to IEPF account. Sherlee handled the matter with great professionalism, and the alacrity with which everything proceeded was very gratifying. I have absolutely no hesitation in stating that anyone entrusting their work to her will be very happy and thoroughly satisfied.
1 month ago
Hi , thanks a lot to Ms.Sharlee for recovering my Shares which were almost dead, zero hope of recovery. But you did a wonderful job to recover the same.It was Great help. You people are very professional and result oriented. I will definitely recommend you to my known people , Society friends to use your services. Regards Vrijender Pawar
7 months ago
For recovering my lost shares from IEPF the firm has done commendable job. Integrity and patience shown by madam Sharlee is really remarkable. I am senior citizen and very much happy with their work.Dharm chand
10 months ago
Anyone who has been trying to recover shares from IEPF can definitely take Sharlee's service. Very professional. Prompt in response. Used their service to recover shares that my father bought many years ago
11 months ago
The team is exceptionally competent and professional. At no point did I ever doubt a successful outcome. Although there were challenges from the company’s side, the team skillfully navigated every obstacle. In particular, Sharlee was thorough, precise, and kept me updated at every stage of the process. This is a highly professional and capable agency for handling any share recovery matters. Their in-depth knowledge of SEBI regulations and the IEPF share recovery process is truly commendable. They managed my application with great expertise, and I would wholeheartedly recommend their services to anyone in need
2 years ago
They are very professional and helpful. Special thanks to Sharlee Garg.
2 years ago
Very good experience. They took little bit more time but finally I got my lost shares in my dmat account.
3 years ago
Very professional and competent agency to deal with any issues of shares recovery.They have deep knowledge of the rules and regulations of SEBI and what goes into recovering IEPF shares .They managed my application excellently.I would recommend their services to anyone in need .
Start with a free consultation. Share what you know — we’ll take it from there and guide you through every step of the transmission process.
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Transfer of shares is a voluntary act between two living parties and requires a stamped share transfer deed (Form SH-4). Transmission of shares is involuntary — it occurs by operation of law when a shareholder passes away — and no transfer deed or stamp duty is required. Transmission is governed by inheritance law rather than a commercial agreement.
Yes, in many cases. For smaller holdings, companies accept a legal heir certificate issued by the local SDM or Tehsildar, supported by an indemnity bond, without requiring a court-issued succession certificate. For higher-value holdings or where there is no nominee on record, a succession certificate or will probate is typically required. We assess each case individually and advise the quickest compliant route.
Typically 3–6 months from filing, depending on document availability, the number of companies involved, and the responsiveness of the RTA. Cases where a court-issued succession certificate is required take longer on account of the court process. We actively follow up with the company and RTA at every stage to prevent unnecessary delays.
If legal heirs are in dispute, companies and RTAs will not proceed with transmission until the dispute is resolved. In such cases, a succession certificate or court order is typically required to establish legal authority. Our team of in-house lawyers can advise on resolution options and represent you in legal proceedings where necessary.
If the dividends on the deceased’s shares remained unclaimed for 7+ consecutive years, both the dividends and the shares would have been transferred to IEPF. In this scenario, the legal heir must first complete the transmission with the company to get the shares registered in their name, then file Form IEPF-5 with the IEPF Authority to reclaim the shares. We handle both stages as part of a single engagement.
Yes. SEBI mandates that all share transfers and transmissions result in shares being held in demat form. If you do not have a demat account, we guide you through the process of opening one with a depository participant (DP) before the transmission is completed, so there is no delay at the final credit stage.
Yes. Any dividends declared but unpaid during the shareholder’s lifetime can be claimed by the legal heir along with the transmission of shares. If those dividends have already been transferred to IEPF (after remaining unclaimed for 7+ years), they can be reclaimed via the IEPF process. We include dividend recovery as part of our transmission service.
This is one of the most common situations we handle. Physical share certificates are still valid even decades after issue. The process involves: (1) confirming whether the shares are still in company records or have moved to IEPF, (2) completing the transmission in your name as legal heir, (3) converting the physical certificates to demat form. If the shares have moved to IEPF, we file the full recovery claim. We handle all three stages together.
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