Name deletion is required when one of the joint holders of shares, mutual funds, FDs, or bank/demat accounts has passed away or wishes to remove their name. Without proper name deletion, the surviving holder cannot sell, transfer, or dematerialize the investment.
Required Documents
- Death Certificate (if applicable)
- PAN & Aadhaar of surviving holders
- Original share certificate
- ISR-1, ISR-2, ISR-3, ISR-4 Forms
- CML (Client Master List)
Why Choose Us?
We are experts in share transmission and RTA compliance. We handle complex cases effortlessly, providing end-to-end support for documents, submission, and follow-up, especially for old physical share certificates.