Moved overseas and left share certificates behind? Dividends going to an old bank account? A parent in India has passed away and the shares need to reach you? Each of these needs papers signed, attested and filed in India, and distance makes every step slower. We work out what your case needs, tell you which steps can be done from where you are, and handle the filing and follow-up in India.
We are a facilitation service. The company or its registrar (RTA) decides every request.
The rules for physical shares are the same whether you live in Delhi or Dubai. What changes is the logistics: addresses, signatures, attestations and bank accounts all sit in two countries.
The RTA writes to the address on its records. A missed letter can delay a request, or let shares drift towards the IEPF.
If your signature has changed over the years, the RTA may ask for your banker's attestation on Form ISR-2.
Certificates, stamp paper and wet-ink papers have to be moved, safely and with a record.
Affidavits, indemnities and powers of attorney may need notarisation and apostille or consular attestation.
The demat and bank account you use affects what you can do with sale proceeds.
The forms are the same. The extra work is in the cross-border steps, and that is where we help.
| Area | Resident in India | Living abroad |
|---|---|---|
| Address proof | Form ISR-1 asks for proof only if the address has changed. | Same form. Accepted proofs include a valid passport and your depository participant's Client Master List. We confirm with the RTA what else it takes for an overseas address. |
| Signature | A minor mismatch gets a 15-day objection window by letter. A major mismatch needs banker attestation (Form ISR-2) and a cancelled cheque. | The same rule applies, but the RTA writes to the address on record. We help you keep that address current and arrange the banker's attestation. |
| How you submit | In person, by post, by email with e-signed scans, or on the RTA portal. | The same options exist. Where e-signing and email are accepted, you may not need to travel. We confirm the RTA first. |
| Documents signed abroad | Stamp paper and notary in India. | Stamp paper bought in India, signing before an official abroad, then apostille or consular attestation where required. We coordinate each step. |
| Bank and demat account | Resident accounts. | Commonly NRE or NRO accounts. Your bank and a chartered accountant confirm the right one. |
Most NRI cases match one of the situations below. We add the cross-border steps on top.
Most requests can only be processed once the folio has your PAN, contact details with a mobile number, bank details and specimen signature on record. Form ISR-1 is the form for these updates. SEBI lets RTAs accept it by:
Visit with your originals.
Sent by post.
Emailed from the RTA-registered email address.
With e-signed scans.
For routine KYC updates, SEBI says RTAs should not insist on affidavits or notarisation. We check what your RTA accepts before you sign or courier anything.
Where a document must be sworn or executed in front of an official, such as an affidavit, indemnity bond or power of attorney, it generally needs notarisation, followed by an apostille if your country is in the Hague Convention, or consular attestation if it is not. Rules and fees vary by country and by RTA.
We tell you which of your papers need this and which do not, so you do not pay for attestations that are not required. We arrange the stamp paper in India and coordinate the signing.
NRI heirs and inherited shares. If a parent or relative in India has passed away, the shares move to you through transmission, not a transfer. SEBI revised the transmission framework in July 2026. Where a nominee is registered, the nominee's route is the simplest. Where there is no nominee, the papers depend on the value of the holding. A verifiable death certificate is required in every case.
If the death certificate was issued abroad, we check with the RTA whether it needs attestation or translation. You will also need a demat account to receive the shares.
IEPF claims from abroad. Shares and dividends that sat unclaimed for seven years can be reclaimed from the IEPF Authority. For NRIs, the IEPF Authority's claimant FAQs list a copy of your passport, OCI card or PIO card with the claim, and ask for a self-attested passport or OCI copy for KYC. Foreign nationals may give a passport or PIO card duly apostilled. A cancelled cheque and your Client Master List are used to verify the bank and demat accounts.
The claim form is filed online, and the signed papers go to the company. We prepare and track both.
You sign and send. We trace, prepare, lodge and follow up in India.
Tell us the company, the folio if you have it, and where you live. We explain your route in plain words, at no cost.
We find the company, its current RTA and your folio, then plan which steps can be done from abroad and which need hands in India.
We prepare the forms and documents, with a clear note on what to sign, what to attest and what to scan.
We lodge the set with the RTA or company, answer queries, and keep you updated by WhatsApp or email.
The RTA completes your request. Where shares are being dematerialised, they are credited to the demat account you named.
It is a regulatory target, not a promise. Gathering attested documents from abroad usually takes the longest, so we tell you early which papers to start on.
Clear boundaries, so you know who is responsible for what.
Trace your holding and the RTA, work out the route, prepare forms and documents, coordinate stamp paper and attestation, arrange safe movement of originals, submit, follow up and keep you updated across time zones.
Give tax, foreign exchange or legal advice, handle remittance of sale proceeds, sign on your behalf, guarantee approval or a timeline, or act as the registrar.
Several companies, closed bank accounts, name mismatches or an unlisted company all change the route. Tell us at the first call and we plan around it.
Your shares remain yours. Update your residential status with your bank and depository participant, and your address with the RTA.
Dividends will bounce. Update bank details through Form ISR-1 with a bank statement or cancelled cheque.
Most RTAs need it before they process anything. Apply for it first. Your chartered accountant can help.
We can prepare a name change or correction for you. Ask us about it.
We run each separately and track them together.
SEBI's framework covers listed securities. Other companies follow their own rules, so we check at the start.
Plain answers for NRIs holding physical shares in India.
Shares you bought while living in India stay yours. SEBI's service-request process at the registrar (RTA), covering KYC, name change, duplicate certificates, transmission and more, applies to physical holders wherever they live. The practical difficulty is distance and paperwork, which is where we help.
Often not. SEBI's norms let an RTA accept requests through in-person verification, self-attested hard copies sent by post, scanned documents e-signed and emailed from your registered email address, or the RTA's service portal with e-signed scans. Some steps still need originals to move, such as original certificates, stamp paper and a banker's signature attestation, and we coordinate those. What each RTA accepts can differ, so we confirm before you sign anything.
Through Form ISR-1, which also covers PAN, bank details, email, mobile number and signature. Proof of address is needed only if the address has changed. SEBI's list of accepted proofs includes a valid passport and the Client Master List from your depository participant. We confirm with the RTA what else it will take for an overseas address.
RTAs write to the address on record. If your signature on a request differs slightly from the specimen signature, SEBI's form says the RTA contacts you at the existing address and waits 15 days for any objection. A letter that goes to an address nobody lives at can cost you the shares or the time. Updating your address early avoids this.
Where a document must be sworn or executed in front of an official, such as an affidavit, indemnity or power of attorney, it generally needs notarisation and then apostille if the country is in the Hague Convention, or consular attestation if it is not. Requirements vary by company and RTA, and SEBI does not ask for affidavits or notarisation for routine KYC updates, so we tell you exactly what your request needs before you spend on it.
Yes. The IEPF Authority's claimant FAQs list a copy of a passport, OCI card or PIO card for NRIs, and ask NRIs for a self-attested copy of the passport or OCI card for KYC. Foreign nationals may give a passport or PIO card duly apostilled instead of an Aadhaar card. A cancelled cheque and Client Master List are used to verify the bank and demat accounts where the refund is credited. Check the current requirements on the IEPF website, as forms and procedures change.
Yes, through transmission, not a transfer. SEBI revised the transmission framework in July 2026. The nominee route is the simplest. Without a nominee, the papers depend on the value of the holding, and a verifiable death certificate is required. If the death certificate was issued abroad, we check with the RTA whether it needs attestation or translation. See our Transmission of Shares service.
It depends on how the shares are held and whether you plan to send sale proceeds abroad. NRIs commonly use NRE or NRO accounts, with or without the Portfolio Investment Scheme, and the choice affects what you can remit. Your bank, depository participant and a chartered accountant can confirm the right one. We handle the RTA side and the credit to the demat account you name.
That depends on the type of account the proceeds sit in and on foreign exchange rules, which include limits, forms and often a chartered accountant's certificate. It is handled through your authorised dealer bank. Sampada Social does not give tax or foreign exchange advice, so please speak to your bank and a chartered accountant before you sell.
Where the RTA accepts an authorisation or power of attorney, a trusted person in India can submit and follow up papers for you. The document usually has to be executed and attested abroad, and acceptance depends on the company and RTA, so we check first. We never sign anything on your behalf.
Tell us the company and where you live. We will explain which steps you can do from there, and which we handle in India, in plain words and at no cost.
