Transmission of Shares
Moving a holding into the names of the family after a shareholder has died. The most common reason people reach us, and the most document-heavy.
In short
Transmission is the process of moving shares into the names of the people entitled to them after the holder has died. It is not a sale or a transfer between two willing parties — it is a change of record based on entitlement, and it is handled differently.
What the registrar will accept as proof depends on whether a nomination was registered, whether there is a will, and how many heirs there are. Establishing that early is what determines whether the case is straightforward or long.
Does this describe you?
If one of these sounds familiar, this is the right page.
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A parent or grandparent has died holding shares
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You are one of several heirs Multiple claimants change what is required.
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A nomination was registered Usually the most direct route.
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There is no will and no nomination Still resolvable, with more documentation.
What we do
Our side of the work, in the order it happens. You are not asked to chase any of it.
- We establish who is entitled, and on what basis Nomination, will, or succession — each takes a different path.
- We confirm what the registrar will accept Requirements differ, and assuming the wrong one is the usual cause of a rejected claim.
- We prepare the transmission request With the declarations and supporting documents it needs.
- We manage cases with several heirs Including the consents and releases the registrar will ask for.
- We follow it through to the record being changed
What you may need
Indicative, not a checklist to complete before contacting us. Missing paperwork is normal and is part of what we sort out.
- Death certificate
- Proof of relationship or entitlement — What counts depends on the route.
- Identity and PAN of each claimant
- Share certificates or folio details — Where available.
- Legal heir or succession certificate — Not always required — it depends on the case.
Where this usually gets stuck
Knowing these in advance is most of the reason cases move faster with help.
- Whether you need a succession certificate is one of the most consequential questions in this process, and the answer is case-specific. Obtaining one when it is not required costs months and money unnecessarily.
- Where several heirs are involved, the registrar will generally want all of them accounted for. Cases stall most often because one family member is uncontactable rather than because of anything technical.
Questions people ask
Do all the heirs have to agree?
Generally the registrar needs every entitled person accounted for, either as a claimant or through a release. It does not always mean everyone must claim.
There was a nomination. Is that enough?
A registered nomination usually makes the process considerably more direct, though supporting documents are still required.
How long does transmission take?
It depends entirely on the route and the documents available, so we would rather tell you after looking at your case than quote a number that turns out to be wrong.
Free check
- We work out whether this is the right route before anything else.
- You will get the route, what it needs and what it costs before you decide anything.
- We never ask for payment to run a check.
You don’t have to work this out alone.
Tell us what you know about the holding, and we’ll come back with the specific next step.