Dematize

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Manage physical securities, demat accounts & auto-fill SEBI forms

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Your holders, folios, demat accounts, and document details are saved to your account so you can continue from another device.

Use the same email each time to retrieve your saved workspace.

Last saved {{ formatSyncTime(lastSyncedAt) }} Saving...

Tip: If you have a CML (Client Master List), upload a photo of your CML first in to auto-fill holder and account details together.

Holders

No holders added yet.

{{ p.name.toUpperCase() }}

PAN: {{ pan }} Mob: {{ p.mobile }}

Demat Accounts

No demat accounts yet.

{{ dematNo }}

{{ d.dp_name || 'DP Name Not Set' }}

H{{ i+1 }}: {{ db.persons[pan]?.name || pan }}

Folios & Securities

No folios added yet.

{{ (db.companies[f.company_key]?.name || f.company_key).toUpperCase() }}

Folio: {{ f.folio_no }} | Certs: {{ f.certificates?.length || 0 }}

Demat: {{ f.linked_demat }}

No Demat Linked

{{ generationSection === 'forms' ? 'Generate SEBI / RTA Forms' : generationSection === 'legal' ? 'Generate Legal Documents' : 'Generate RTA Response Letter' }}

1. {{ generationSection === 'legal' ? 'Select Legal Document' : generationSection === 'rta' ? 'Document Type' : 'Select Form Type' }}

RTA Response Letter

2. Select Folio

2. Select Holder

Action

Form Specific Options

Place

Date

Select Witness

Affidavit For Holder

Dividend Amount (Rs.)

Financial Year(s)

Relation

Witness 1

Witness 2

Request

Existing nominee name and address

Select Witness

Claimant capacity

Succession basis

Non-claimant legal heirs signing the NOC

{{p.name}} ({{pan}})

Witness 1

Witness 2

Upload RTA / company letter

Selected Letter Files ({{ uploadedFiles.rtaResponse.length }}):

{{ f.name }}

Subject

Documents enclosed

Response body

Note: Folio-based forms and Documents extract holder details from the linked Demat. ISR-2 applies solely to the selected Holder.

Common official forms not generated by this site

Use the current form specified by the company or its RTA. These forms are external because they are portal-, DP-, or case-specific:

DRF / transposition-cum-demat form — supplied by the claimant's Depository Participant for ordinary dematerialisation.
IEPF-5 — filed only as an MCA webform; the acknowledgement and indemnity are generated after submission.

KFintech official ISR forms MUFG official KYC / nomination forms Official IEPF-5 instruction kit

Edit visually on the A4 page using the built-in rich-text controls.

Editor: built-in contenteditable

Settings

Manage your workspace data and account.

Deleting your account permanently removes your login, sessions, linked accounts, and saved workspace data.

{{ editingState.personPan ? 'Edit Holder Details' : 'Add Holder Details' }}

Editing Mode

Auto-fill from documents

Select PAN, Aadhaar, cheque, or bank documents.

Selected Documents ({{uploadedFiles.person.length}}):

{{ f.name }}

Holder Details

PAN *

Full Name

Mobile Number

Date of Birth (From PAN)

Gender

Father Name (From PAN)

Spouse Name

Occupation

Nationality

Residential Address

Full Address

PIN Code

Bank Details

Bank Account No.

Bank IFSC

Account Opening Date

Bank Name

Branch Name

Bank Phone Number

Full Bank Address

Bank Email ID

{{ editingState.dematNo ? 'Edit Demat Account' : 'Add Demat Account' }}

Editing Mode Active

Auto-fill from Demat documents

Upload CML, client master, or account statement copies.

Selected Documents ({{uploadedFiles.demat.length}}):

{{ f.name }}

16-Digit Demat Account No. *

Depository Participant (DP) Name

Link Account Holders

Select the holders listed on this Demat account. Folios will inherit these holders automatically.

Holder 1 (Primary) *

Holder 2

Holder 3

{{ editingState.folioId ? 'Edit Folio Details' : 'Add Folio Details' }}

Editing Mode Active

Auto-fill from share certificates

Select multiple certificate images or multipage PDFs.

Selected Documents ({{uploadedFiles.folio.length}}):

{{ f.name }}

Company Name *

Folio No. *

Company Registered Address

Address in Company's Records

Face Value (₹)

Shares acquired in last ___ years

Registrar / RTA Name

Registrar / RTA Address

Names Exactly as Printed on Certificate

The names of holders on the certificate can be more than the demat account (e.g., deceased holders).

Holder {{ idx }} on Certificate Deceased holder

Name on Death Certificate

Date of Death

Issuing Authority

Target Demat & Inherited Shareholders

Select Linked Demat Account *

Legal shareholder details (PAN, signatures) for forms will be inherited directly from the linked Demat account.

Folio Nomination (SH-13 / ISR-3)

Nominee Holder

Relationship with Holder

Certificates Included Total Shares: {{ totalShares }}

Certificate No.

Dist. From

Dist. To

No. of Shares

Lost?