Shareholders

Maintain the shareholder master list and assign holder categories (promoter, holding company, public, etc.).

Prerequisites

• Company selected
• Shareholder list from statutory registers or import template

Steps

Step 1: Open holder list

1. Go to Share → Shareholders.
2. Review shareholder IDs, names, and categories.

Step 2: Add or categorize holders

1. Click Add for new shareholders or edit existing rows.
2. Set holder type (category) for each shareholder — required for correct disclosure in Holding report.

Step 3: Import via Excel (optional)

1. Download the share capital Excel template from Subscribed capital.
2. Import holders and capital data, then return here to verify categories.

Related links

• Subscribed capital
• Transfer logs
• Holding report

Troubleshooting

Symptom	Likely cause	Resolution
Holder missing after import	Template row skipped	Re-import with valid shareholder ID
Wrong disclosure bucket	Category not set	Edit holder type on this grid

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.