Dematize
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Dematize helps Indian investors and families organise holder details, folios, certificates, nominees and demat accounts, then generate commonly required forms and declarations for physical share servicing workflows.
The app is designed for documentation-heavy investor service requests where small mismatches in names, folios, certificates, addresses or bank records can delay processing with companies, RTAs, depositories and authorities.
Prepare documents used to update PAN, address, bank details, email, mobile number, nominee details and signature records for old physical share folios.
Organise folio, certificate and distinctive number information before converting paper certificates into dematerialised holdings through the required RTA and DP process.
Build a structured file for unclaimed shares and dividends transferred to IEPF, including documents often needed after filing Form IEPF-5.
Enter the investor, folio, certificate and demat details once. The app reuses the structured data to fill multiple forms and declarations, reducing repeated typing and copy errors.
Save PAN, address, mobile, email, bank, nominee and witness information for the relevant shareholder or legal heir.
Connect the target demat account with the company folio, certificate numbers, distinctive numbers and share quantity.
Create filled PDFs or editable HTML documents for KYC updates, demat requests, duplicate certificate matters and related claim paperwork.
Check names, dates, folio numbers, certificate numbers and supporting documents before sending anything to the company, RTA, DP or IEPF process.
Coverage depends on the details entered and the case type, but the workspace is built around the documents commonly encountered in physical share servicing and IEPF-linked recovery.
Open the document generator, add your case details, and prepare the forms needed for review and submission.
Yes. Physical share certificates generally need updated KYC, correct holder records, a valid demat account and a service request routed through the company, RTA and depository participant.
IEPF recovery typically starts with Form IEPF-5 and requires supporting documents such as identity proof, entitlement proof, client master list, cancelled cheque, indemnity bond, advance receipt and company or RTA verification.
No. The website helps generate and organise documents. It does not provide investment advice, legal advice, trading services, portfolio management or any government approval guarantee.
The document workspace stores the case data in your browser unless you choose an action that sends data to an API for extraction or PDF generation. Review sensitive information before using any generated document.