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Get Shareholding Pattern Certificate by a Chartered Accountant – For Compliance, Funding & Legal Use

Whether you’re raising funds, complying with SEBI or RBI requirements, or preparing for a legal disclosure—accurate and updated ownership information is a must. One of the key documents required for this is a Shareholding Pattern Certificate, issued by a Chartered Accountant (CA).

At Taxfixy, we specialize in issuing CA-certified Shareholding Pattern Certificates that meet the needs of startups, private companies, investors, legal authorities, and regulators. Our certificates are valid, timely, and prepared in fully compliant formats.

What is a Shareholding Pattern Certificate?

A Shareholding Pattern Certificate is a formal declaration that shows the percentage of shareholding held by each shareholder of a company. It details the names of shareholders, number of shares held, percentage of ownership, and types of shares (equity/preference).

The certificate is issued and signed by a practicing CA after verifying official share records, ROC filings, and other relevant documents.

Who Needs This Certificate?

This certificate is important for:

  • Startups raising seed or Series A funding
  • Private Limited Companies applying for loans or government recognition
  • Companies with foreign shareholders (FEMA/FDI compliance)
  • Promoters or directors preparing for M&A or investor entry
  • Legal disclosures or shareholder disputes
  • RBI, SEBI or ROC filings where ownership declaration is mandatory

For example, if your company is raising funding, the investor will require an updated shareholding certificate to validate the cap table. Similarly, government authorities may ask for it during statutory assessments or inspections.

What Information is Included?

The certificate typically contains:

  • Company name, CIN, and registered address
  • List of all shareholders with full names
  • Number of shares held by each
  • Percentage holding of total share capital
  • Nature of shares (equity/preference)
  • PAN numbers of shareholders (if needed)
  • Date of issue and CA signature/seal

Optional additions include voting rights, nominee details, and classification between promoter/public/institutional shareholders (in case of listed companies).

Documents Required

To issue a Shareholding Pattern Certificate, our CA will verify the following documents:

  • Latest MCA master data printout
  • Share Register / Share Ledger
  • Copies of Share Certificates (if issued)
  • Details of recent Form PAS-3 or SH-7 (ROC returns)
  • Board resolution approving share allotment (if recent)
  • PAN and contact details of all shareholders
  • MOA and AOA of the company

In case of startups or early-stage companies, cap table spreadsheets are also accepted as supporting documents.

Why Choose Taxfixy?

At Taxfixy, we simplify complex financial documentation with trusted CA services that are 100% online, accurate, and legally accepted. Here’s what makes us the preferred choice:

  • Experienced Chartered Accountants with startup & corporate compliance expertise
  • PAN India Coverage – Apply from anywhere in India
  • Quick Turnaround – Certificate issued within 24–48 hours
  • Custom Formats – For banks, investors, tenders, or foreign compliance
  • Affordable Pricing with no hidden charges
  • Compliant with MCA, RBI, SEBI, and Companies Act standards
  • Data Confidentiality Guaranteed

Whether you're a small startup or a growing private limited company—we provide the same professional approach for all.

How It Works – Simple Online Process

  1. Call or WhatsApp us at +91 7048914151 or write to support@taxfixy.com
  2. Share scanned documents and cap table details
  3. Make secure online payment
  4. Our CA will review, validate, and prepare the certificate
  5. Get your Shareholding Pattern Certificate (PDF with CA signature/seal)

Optional: We can courier the hard copy to your address if required.

Use Cases for Shareholding Pattern Certificate

  • Startup fundraising (due diligence & term sheet validation)
  • Investor reporting and equity dilution review
  • Government or ROC compliance (Companies Act filing)
  • Bank loan processing or credit limit setup
  • Foreign direct investment (FDI) reporting to RBI
  • Dispute resolution among shareholders

Where is This Certificate Accepted?

  • Banks and NBFCs
  • SEBI or RBI audit requirements
  • MCA (Ministry of Corporate Affairs)
  • Startup India or DPIIT filings
  • Legal institutions and courts
  • Venture Capital / Angel investors

Ready to Get Started?

Getting your Shareholding Pattern Certificate is now just a few clicks away!

Our experts will help you validate your shareholding structure in a secure and professional manner—trusted by startups, corporates, and legal professionals across India.

Choose Taxfixy – India’s trusted platform for all CA Certifications and Financial Documentation.

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