KYC & Details Update
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KYC & Details Update

Update your signature, address, and bank details to prevent freezing of folios.

Overview

SEBI has made it mandatory to update PAN, KYC, and Nomination details for all physical shareholders. Failure to do so leads to freezing of folios, preventing you from receiving dividends or lodging grievances. We ensure your records are up-to-date and compliant with the latest regulatory norms.

Who Needs This Service?

Shareholders with outdated address or bank records.
Individuals with signature mismatches.
Investors whose folios have been frozen (KYC non-compliant).
Anyone needing to add or change a nominee.

Key Benefits

01

Unfreezing of blocked folios.

02

Receipt of pending dividends directly to bank.

03

Smooth processing of future requests.

04

Compliance with SEBI regulations.

Required Documents

  • ISR-1 (Request for registering PAN/KYC)
  • ISR-2 (Signature Verification)
  • SH-13 (Nomination Form)
  • Self-attested PAN and Aadhar
  • Original Cancelled Cheque

Process & Timeline

1

Record Analysis

checking the current status of your folio.

2

Form Filling

Accurate filling of ISR-1, ISR-2, and SH-13 forms.

3

Banker Attestation

Getting signature verification if signature has changed.

4

Submission

Sending documents to the RTA.

5

Confirmation

Ensuring the RTA updates the records in their system.

Frequently Asked Questions

Q. What is a frozen folio?

A folio where the RTA stops processing requests due to missing KYC documents.

Q. How do I change my address?

By submitting Form ISR-1 along with self-attested address proof.

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