Dematize

Home

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

Checking secure session...

Your workspace will load after authentication is verified.

Sign in to use Dematize

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

Generate SEBI Forms

1. Select Form Type

2. Select Folio

2. Select Holder

Action

Form Specific Options

Service Request Type

Select Witness

Affidavit For Holder

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

Edit visually on the A4 page. TipTap is used when available; otherwise the page remains directly editable.

Editor: {{ isTiptapActive ? 'TipTap' : 'contenteditable fallback' }}

Settings

Manage your workspace data. Import and export backups, or delete all saved data from this device and your account.

Import 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/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

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?