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Wealth Matters Service

Share Transmission & Succession Support

For deceased shareholder holdings, we assist with transmission and succession pathways by preparing legal heir, nomination, and issuer-specific transfer documentation.

Typical Timeline

5 to 12 weeks based on nomination status and legal document availability.

What You Get

Structured documentation, expert guidance, and tracked follow-up till closure.

Best For

Delayed, disputed, unclaimed, or compliance-heavy recovery matters.

Information & Documents Needed

Death certificate and identity proofs of claimant(s)
Nomination records (if available)
Legal heir certificate / succession certificate / probate where required
Shareholding details: folio, ISIN, company name
Bank and demat proof of recipient

Process We Follow

1Case route selection: nomination vs legal heir route
2Preparation of declarations, affidavits, and transfer packet
3Submission to RTA/company with compliance checks
4Follow-up until holdings are transmitted

Expected Outcomes

Correct legal route identifiedTransmission-ready documentationIssuer coordination until completion

Frequently Asked Questions

Is succession certificate always required?

Not always. Requirement depends on nomination status, holding value, and issuer policy.

Can multiple legal heirs claim together?

Yes, with proper declarations and consent / release documentation where applicable.

Start Your Share Transmission & Succession Support Case

Share your available records and we will map the right legal route, document strategy, and action timeline for this service.

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