Excel Tool 📊 .xlsm — Macro-Enabled

Automate Your
Share Register
Compliance

A powerful, Excel-based Share Register Management System designed for CA, CS & CMA professionals — built to handle statutory share records with precision, automation, and ease.

One-time purchase
Instant delivery to email
Companies Act 2013 compliant
ShareRegisterPro.xlsm
Dashboard
Company Master
Shareholder
Allotments
Certificates
Transfers

SHARE REGISTER MANAGEMENT SYSTEM

Pattambi Events And Entertainments Pvt Ltd

31
Shareholders
4,62,000
Total Shares
₹4.84Cr
Paid-up Capital
# Shareholder Folio Shares %
1Showkathulla P.SH027 5,5001.19%
2Moideen Chath.SH002 2,2000.48%
3Jafeer Bin AbdullaSH003 2,2000.48%
4Suhad KooriyattauSH006 2,2000.48%

⚠️ Are You Still Managing Share Registers Manually?

Errors in shareholding calculations — manual sheets break under complex allotments and transfers

Confusion in distinctive numbers — certificate tracking becomes a nightmare without proper linkage

No linkage with board resolutions — allotments aren't tied to dates or board approvals

Last-minute stress during ROC filings — PAS-3, MGT-7 preparation becomes chaotic

Audit queries & compliance risks — poor documentation during due diligence

⚠️ One mistake in share records can lead to legal disputes, ROC penalties, or serious complications during due diligence and audits.

✅ The Smart Solution

Share Register Management System

A professionally designed, automated, and legally aligned Excel tool that gives you the power of share management software — inside Excel, with no monthly subscription.

Maintain all statutory share registers
Automate calculations and validations
Generate share certificates instantly
Track complete share movement history
Stay audit-ready at all times
Use for unlimited clients (separate copies)
ShareRegisterPro.xlsm — Dashboard

📊 Dashboard

Real-time overview — capital structure, top shareholders, recent allotments & transfers

Auto-calculated
31
Total Shareholders
4,62,000
Total Shares Issued
₹4.84Cr
Paid-up Capital
₹100
Face Value
RankShareholderFolio No.Shares% Holding
1Showkathulla PulakalSH0275,5001.19%
2Moideen ChathancheriSH0022,2000.48%
3Jafeer Bin AbdullaSH0032,2000.48%
4Suhad Kooriyattau ThodiyilSH0062,2000.48%
5Shahid ChathencheriSH0072,2000.48%

👥 Shareholder Master Register

Complete shareholder database — primary source for all other sheets. Auto-linked.

Primary Source
SH IDFolio No.Shareholder NameFather / SpouseCityStatePIN
SH0011Abu KacheriKachery HousePattambiKerala679313
SH0022Moideen ChathancheriChathancheriMalappuramKerala679303
SH0033Jafeer Bin AbdullaMelangadi HousePattambiKerala679321
SH0044NazarParakkatPattambiKerala679321
SH0055ShoukathaliMuthuvarathodtAngadippuramKerala679321

📋 Allotment Register

Statutory-format allotment register — auto-fills from Shareholder Master. Yellow = user entry, Green = formula.

Statutory Format
Allotment IDDateBoard Res. DateShare ClassShareholder IDNameNo. of SharesFace ValueIssue Price
A00105-Aug-201705-Aug-2017EquitySH002Moideen Chathancheri11,000₹100₹100
A00205-Aug-201705-Aug-2017EquitySH003Jafeer Bin Abdulla11,000₹100₹100
A00305-Aug-201705-Aug-2017EquitySH004Nazar11,000₹100₹100
A00430-Mar-201830-Mar-2018EquitySH007Shahid Chathencheri11,000₹100₹100
A00530-Mar-201830-Mar-2018EquitySH009Mohammed Syedali11,000₹100₹100

📄 Share Certificate Generator

Enter certificate number — all details auto-populate. Print-ready format for immediate use.

Print Ready

Enter Certificate No. in cell C4 → All details auto-populate from tblCertificates

Certificate No.CERT058
Issue Date26-Mar-2023
Shareholder NameShameer Ichanagattu
Folio No.31
Share ClassEquity
No. of Shares11,000
Dist. No. From286,001
Dist. No. To297,000
Certificate StatusActive
Face Value (₹)₹100.00
PANABAPE221N

— SHARE CERTIFICATE (PRINTABLE) —

Pattambi Events And Entertainments Private Limited

CIN: ... | Registered under Companies Act, 2013

Certificate No: CERT058

This is to certify that

SHAMEER ICHANAGATTU KOTTILIYIL

is the holder of 11,000 Equity shares of face value ₹100 each, Folio No. 31

🔄 Share Movement Log

Complete allotments & transfers summary — statutory format for audit and ROC filing reference

Audit Ready
Allotment IDDateFolio No.Shareholder NameShare ClassShares AllottedDist. FromDist. ToIssue PriceAmount
A00105-Aug-20172Moideen Chath.Equity22,000122,000₹100₹2,200,000
A00205-Aug-20173Jafeer Bin AbdullaEquity11,00022,00133,000₹100₹1,100,000
A00305-Aug-20174NazarEquity11,00033,00144,000₹100₹1,100,000
A00405-Aug-20175ShoukathaliEquity11,00044,00155,000₹100₹1,100,000
A00505-Aug-20176Suhad KooriyattauEquity11,00055,00166,000₹100₹1,100,000
📚
Complete Share Management
  • Shareholder Master Register (Section 88)
  • Share Allotment Register with board resolution dates
  • Share Transfer Register (Section 56)
  • Current Shareholding — Auto Cap Table
  • Register of Members in statutory format
  • Complete share movement log
📜
Certificate & Documentation
  • Share Certificate Generator (print-ready)
  • Share Certificate Register
  • Auto certificate numbering (CERT001, CERT002…)
  • Distinctive number tracking (From–To range)
  • Certificate status tracking (Active / Transferred)
  • Company details auto-fill on certificates
⚙️
Automation & Controls
  • Auto-updating shareholding after every change
  • Validation — prevents over-transfer of shares
  • No duplicate certificate entries allowed
  • Auto folio number generation
  • Built-in error prevention formulas
  • Yellow = user entry | Green = auto-calculated
🧩
Smart Workflow
  • Dashboard with live insights & capital structure
  • Top shareholders ranking view
  • Recent allotments & transfers summary
  • UserForms for guided data entry
  • Structured, professional format
  • Separate files per client — unlimited use
🚀
Save Hours of Work

No more manual calculations or messy records. Auto-calculations update everything the moment data changes.

🎯
Reduce Errors

Built-in validations and colour-coded cells ensure accuracy at every step. Yellow means input, green means calculated.

⚖️
Stay Compliance Ready

Records are aligned with Companies Act 2013 requirements for Sec 88 (Register of Members) and Sec 56 (Transfers).

📊
Audit & Due Diligence Ready

Present clean, structured statutory records during secretarial audit, ROC inspection, or investor due diligence.

👨‍💼
Professional Image

Impress clients, investors, and auditors with a well-structured system that demonstrates your attention to compliance.

💸
No Subscription

One-time purchase. Use it forever across unlimited client files. No recurring fees, no SaaS lock-in.

👨‍💼
Company Secretaries (CS)

Manage statutory registers for multiple clients with ease and confidence.

📊
Chartered Accountants (CA)

Handle share-related compliance for Pvt Ltd clients as part of your advisory practice.

📈
Cost Accountants (CMA)

Add share register compliance to your service offerings with a ready-made tool.

🏢
Private Limited Companies

Maintain your own statutory registers without expensive software subscriptions.

🚀
Startups & Founders

Keep investor shareholding records clean right from your first allotment round.

💼
Corporate Consultants

Offer share register management as a value-added compliance service to clients.

1
Company Details

Enter CIN, company name, authorised & issued capital details in Company Master

2
Shareholder Data

Add all shareholders to the Shareholder Master — the central database for the entire system

3
Record Allotments

Enter share allotments with dates and board resolution references — certificates auto-generate

4
Record Transfers

Log share transfers — the system validates and updates shareholding automatically

5
View & Export

Dashboard updates live, certificates are print-ready, and all registers are in statutory format

Criteria ❌ Manual Method ✅ Share Register System
Calculation accuracy❌ Error-prone✅ Automated & validated
Certificate generation❌ Manual, time-consuming✅ Instant, print-ready
Distinctive number tracking❌ Often missed✅ Auto-calculated ranges
Transfer validation❌ No checks✅ Prevents over-transfer
Audit readiness❌ Risk of queries✅ Structured, statutory format
Cap table view❌ Manual calculations✅ Real-time auto update
Multiple clients❌ Messy✅ Separate file per client
Cost❌ Time = money✅ One-time ₹999 forever
"

Finally, a structured way to manage share registers without confusion. Saved me hours during our last audit preparation and the auditors were impressed with the documentation.

RS
Ramesh S.
Company Secretary, Kochi
"

We handle share registers for 12+ clients. This tool made it so much easier — each client gets a separate file and everything is perfectly organised for ROC filings.

PM
Priya M.
CA Partner, Chennai
"

Saved hours of work during our PAS-3 filing and the ROC submission. The movement log alone is worth the price — everything is exactly where it should be.

AK
Arun K.
Founder, Pvt Ltd Company, Palakkad
"

Much better than maintaining multiple Excel sheets. The certificate generator alone makes it completely worth it — no more manual typing of share certificates.

NJ
Nisha J.
Corporate Consultant, Bangalore

Is this legally valid for compliance purposes?

+
Yes. It is designed based on practical requirements under the Companies Act, 2013 for maintaining statutory share registers (Sec 88, 46, and 56). The format follows standard compliance practices used by CS and CA professionals.

Can I use this for multiple clients?

+
Yes. One purchase lets you use the tool for unlimited clients — simply maintain a separate copy of the file for each client company. There is no per-client licensing.

Do I need advanced Excel knowledge to use this?

+
No. The tool is user-friendly with colour-coded inputs (yellow = enter data, green = auto-calculated). Even staff can operate it after basic training. UserForms guide data entry.

How do I receive the file after purchase?

+
Immediately after a successful payment, a download link is sent to the email address you entered during checkout. Check your inbox (and spam folder) within 5 minutes.

Does it generate share certificates?

+
Yes. Enter the certificate number and all shareholder, share class, and distinctive number details auto-populate from the register. The certificate is print-ready in a professional format.

What version of Excel is required?

+
Microsoft Excel 2016 or later is recommended (Windows). The file is .xlsm (macro-enabled). Macros must be enabled when opening the file. Google Sheets and Excel Online are not supported.

Is there a refund policy?

+
Since this is a digital product delivered instantly, we do not offer refunds once the file has been accessed. Please review the feature list carefully before purchase. For any issues, contact [email protected].

Get Instant Access — One-Time ₹999

Stop managing share registers the manual way. Upgrade to a professional, automated, and legally structured system — delivered directly to your inbox.

ShareRegisterPro.xlsm — Full macro-enabled workbook
8 integrated sheets — Dashboard, Allotments, Transfers, Certificates & more
Instant email delivery — Download link sent immediately after payment
Unlimited clients — One purchase, use for multiple companies
No subscription — Pay once, use forever
Support — Reach us at [email protected] for any queries
One-time price
₹999
Inclusive of all taxes · No hidden fees
📧 Download link will be sent here
⚡ Secured by Razorpay
Instant delivery to email
One-time payment, no subscription
Use for unlimited clients