Corporate Dematerialisation & Investment Solutions
End-to-end dematerialisation & corporate demat services for Private Limited Companies, LLPs, Firms & Trusts, including complex and legacy shareholdings.
Corporate Demat Services
Service 1
Physical Share Dematerialisation
We assist companies holding physical certificates in listed shares, legacy holdings, and multiple folios. We handle coordination with RTAs and Depositories.
Legacy Investments
Multiple Folios
Name Mismatches
RTA Coordination
Service 2
ISIN Creation
Complete lifecycle management of ISIN creation for Private Limited Companies. Essential for restructuring, fundraising, ESOPs, and compliance.
NSDL / CDSL
Eligibility Assessment
ESOP Enablement
MCA Guidelines
Service 3
Appointment of RTA
Facilitating onboarding of Registrar & Transfer Agents for unlisted public and closely-held entities, including document & agreement support.
RTA Selection
Register Alignment
Agreement Support
Shareholder Master
Service 4
Corporate Demat Opening
Helping corporates open accounts for Private Ltd, LLPs, and Partnership firms with full KYC and board resolution setup.
KYC & Compliance
Board Resolutions
Authorized Signatories
Institutional Setup
Ideal For
Private Limited Companies
LLPs
Partnership Firms
Trusts & Institutions
M&A / Restructuring
Regulatory Execution
Process Flow
01
Consultation
02
Documentation
03
Regulatory Processing
04
Demat Activation
Why Choose Us
Why Profitree Wealth?
✔
Expertise in complex demat cases✔
End-to-end coordination with Depositories & RTAs✔
Compliance-driven documentation✔
Single point of contact✔
Time-efficient execution Compliance & Governance
Compliance & Regulations
- Services provided through SEBI-registered Depository Participants
- ISIN creation as per NSDL / CDSL and MCA guidelines
- Processes aligned with applicable Companies Act & SEBI regulations
- Dematerialisation and investments subject to regulatory approvals and applicable laws