Need Help with OCPS Dematerialisation & ISIN (Tranche-Based Allotments)

₹12500-37500 INR

Open

Posted 5 days ago

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Ends in 2 days

₹12500-37500 INR

Paid on delivery

Our company has issued Optional Convertible Preference Shares in several tranches and now needs to move those securities into demat form with National Securities Depository Limited and secure a fresh ISIN, fully aligned with the latest SEBI circulars. All core paperwork is in place—shareholders’ agreement, previous-tranche issuance files, and complete incorporation documents—so you will be able to dive straight into the compliance work rather than hunting for basics. While our internal team already understands the dematerialisation workflow for debentures, this is our first time doing it for OCPS, and we have never applied for an ISIN before. Guidance on every procedural nuance, right from coordinating with our RTA through to filing the corporate action forms and following up with NSDL until the ISIN is live, is therefore essential. Key deliverables • Verification and, where needed, drafting of all NSDL application forms and supporting annexures for each tranche • End-to-end liaison with NSDL, the depository participant and our RTA until the OCPS are credited in electronic form • Filing of any requisite SEBI post-allotment compliances and confirmation of final ISIN activation Please outline your estimated timeline, any prior OCPS demat experience, and how you prefer to structure milestone sign-offs so we can move quickly.

Compliance

Corporate Law

Financial Consulting

Investment Management

Capital Markets

Risk Management

Business Consulting

Mergers and Acquisitions

Accounting

Corporate Transactions

Project ID: 40378164

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5 freelancers are bidding on average ₹28,982 INR for this job

@swatijain5558

Dear [Client], I am pleased to submit my proposal for the dematerialisation and ISIN issuance of your company's Optional Convertible Preference Shares. With all core paperwork in place, I will ensure a seamless transition into demat form with National Securities Depository Limited and compliance with the latest SEBI circulars. My expertise in handling similar processes and guiding through procedural nuances will guarantee a successful outcome for your securities. I look forward to the opportunity to assist you in this project. Best regards, [Your Name] Regards, CA. Swati Jain, CPA | Indian CA & CS

₹24,910 INR in 4 days

5.0

(16 reviews)

4.5

@Dharavyas07

Hello We can structure this in 4 stages—documentation validation, ISIN creation, corporate action execution, and final compliance closure. Timeline would be approximately 3–4 weeks, subject to NSDL processing and query cycles. I will coordinate closely with the RTA and ensure quick turnaround on all regulatory requirements. Just one question _ if any OCPS holder is a Non resident?

₹35,000 INR in 30 days

0.0

(0 reviews)

0.0

@cspoonammule

I am a Company Secretary based in Pune with extensive hands-on experience in handling 20+ OCPS allotments, including end-to-end dematerialisation and ISIN activation with NSDL. My experience includes multi-tranche OCPS issuances, coordination with RTA, Depository Participants and NSDL for ISIN generation, preparation and verification of depository documents and corporate action forms, and complete follow-up until successful credit of securities in demat form. I have also handled post-allotment and SEBI compliance requirements. Given that your documentation is already in place, I can take this forward seamlessly without any learning curve and ensure a smooth, compliant transition of your OCPS into demat form. Approach & Timeline: Document review: 1–2 days ISIN application & submission: 3–5 days Follow-ups & activation: 7–10 working days Demat credit & closure: 3–5 days Deliverables: • End-to-end handling of ISIN application • Liaison with RTA, DP and NSDL • Corporate action execution for demat credit • Compliance closure confirmation I follow a milestone-based approach covering documentation, ISIN generation and final demat credit. Since I am based in Pune, I'm available for in-person meetings and can meet tomorrow at your conveniencefor faster coordination. Commercials can be mutually finalized based on number of tranches and overall complexity. Happy to discuss and start immediately. You may connect at: 7385858864

₹30,000 INR in 20 days

0.0

(0 reviews)

0.0

@muhammadzahidb8

"Hi! I am interested in assisting with the dematerialisation of your Optional Convertible Preference Shares and ISIN application with NSDL. I am an Accountancy student with strong knowledge in financial compliance, securities documentation and corporate financial management. I have a solid understanding of financial instruments including preference shares and their regulatory requirements. I am detail-oriented and experienced in reviewing and organizing complex financial documents including shareholders agreements, incorporation documents and compliance filings. I am committed to ensuring all documentation is accurate and complete before submission. I can assist with verification and drafting of NSDL application forms, coordinating with relevant parties and ensuring all SEBI post-allotment compliances are filed correctly and on time. I am available to discuss timeline, milestone sign-offs and preferred working structure at your earliest convenience. Looking forward to working with your team!"

₹25,000 INR in 7 days