Name Correction

Financial Planing

We help investors with the dematerialisation of physical shares, converting physical share certificates into electronic Demat form.
OUR SERVICE

Name Correction

Errors in your name on a share certificate or company records can lead to major complications during transfer, dematerialization, or dividend claims. Whether your name is misspelled, incomplete, changed after marriage, or legally modified, it is essential to get it corrected officially.

We offer expert assistance for name correction in share certificates, helping investors resolve spelling errors, name changes after marriage, Government Gazette Notification, and other discrepancies in company and RTA records. Our team ensures accurate documentation and smooth rectification so your shares remain legally valid and fully updated.

What Is Shareholder Name Correction?

Shareholder Name Correction refers to the process of updating or rectifying the name of a shareholder in a company’s records due to:

• Spelling errors
• Name change after marriage
• Short name vs. full name issues
• Clerical mistakes by the company or RTA
• Name mismatch with PAN/Aadhaar
Once corrected, the company issues a corrected endorsement or a new share certificate with the updated name.

Incorrect name details can cause:

1. Demat Rejection- Depositories reject demat requests if names do not match PAN/Aadhaar.

2. Transfer & Transmission Problems- Share transfers cannot be processed with mismatched names.

3. Dividend Issues- Dividends may fail or get stuck in IEPF due to name mismatch.

4. IEPF Claim Delays- IEPF refunds require a perfect match of name across documents.

5. Legal Problems for Heirs- Nominees and legal heirs cannot claim shares smoothly.

Correcting the name ensures smooth operation and complete compliance.

We Listen, Think Independently, Advise & Take Action

Preparing For Your Future

Achieving Your Vision

Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.

Our Process

How Can Our Team Help You to Reach Your Goals

01

Learning About You

Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.

02

Organized Meeting

Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.

03

Plan Meeting

Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.

04

Implementation

Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.

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