KYC & Share Record Correction
Correct your share records and get your folio back on track
A mismatched PAN, outdated address or bank detail, or a signature that no longer matches the record can create problems with dividends, transfers and dematerialisation. Rareclaims reviews the mismatch, organises the required proofs and manages the correction process with the company or RTA.
We will help you if
- Your PAN or Aadhaar details do not match the shareholder records.
- Your signature no longer matches the specimen on record.
- Your address or bank details are outdated.
- Your name is misspelled or has changed after marriage or another legal name change.
- Your folio has been flagged or restricted because of incomplete KYC.
- You have multiple folios that may need consolidation.
- Your nomination details need to be added or updated.
- You need to correct shareholder records before dematerialisation or dividend processing.
How Rareclaims help with recovery
Correct PAN & KYC details
We review the recorded details and manage the applicable PAN, Aadhaar and KYC correction requirements.
Resolve name mismatches
We manage the applicable documentation to align the shareholder name with the required identity records.
Update signature records
Where the signature on file no longer matches, we organise the applicable verification and correction process.
Update address & bank details
We manage the applicable proof and submission requirements so the shareholder records can be updated correctly.
Consolidate & update folios
Where applicable, we coordinate the consolidation of multiple folios and other shareholder-record updates.
Manage the RTA correction
We prepare the applicable correction request, coordinate with the company or RTA and follow up through the verification process.
From mismatch to corrected records
We manage the key steps involved in identifying the mismatch, preparing the required documents and completing the applicable correction with the company or RTA.
1
Share your folio details
Provide the company name, folio number and details of the issue you are facing.
2
We review the mismatch
We identify the fields requiring correction and the documents applicable to your case.
3
We prepare & file
We organise the required proofs and manage the correction submission with the company or RTA.
4
We handle the follow up
We track the verification, handle applicable queries and follow up until the record reaches its applicable outcome.
Reach Us Today
Get your share records back in order
A record mismatch should not stand between you and your investments. Rareclaims manages the documentation, correction filing and follow-up required to get your shareholder records updated.
FAQS
Frequently asked questions
Why can a share folio be restricted or frozen?
A folio may be restricted where required KYC or shareholder information is incomplete, outdated or does not match the records held by the company or RTA.
What details can be corrected?
Depending on the case, corrections may include PAN/KYC details, name, signature, address, bank details, nomination and other shareholder-record information.
What if my name has changed after marriage?
We can identify the applicable supporting documents and manage the name-correction process with the relevant company or RTA.
What if my signature does not match the old record?
We can manage the applicable signature-verification and correction requirements based on the RTA's process.
Can you update my bank and address details?
Yes. We can manage the applicable documentation and submission required to update these shareholder records.
Can you help with multiple folios?
Yes. Where consolidation is applicable, we can coordinate the relevant folio-consolidation process.
Can you update nomination details?
Where applicable, we can manage the documentation and submission required for nomination updation.
Can you handle the correction with the RTA?
Yes. Rareclaims manages the applicable documentation, submission, coordination and follow-up with the company or RTA.