How do i add a nominee to my mutual fund portfolio & my Demat account?

Assigning a nominee is super simple. Just log in to your app & follow the steps below: Demat Account

  • Head to the ‚ÄòAccount‚Äô section

  • Tap ‚ÄòMy Nominees‚Äô under ‚ÄòAccount Options‚Äô

  •  Tap ‚ÄòAdd Nominees‚Äô

  •  Enter the nominee‚Äôs personal information

  •  Tap ‚ÄòSAVE AND CONTINUE‚Äù

  •  In case the nominee is a minor, tick the checkbox and enter the guardian's details

  •  For more than one nominee, add the percentage of share you wish to nominate them for

  • Tap ‚ÄòSAVE AND CONTINUE‚Äô

  • Now enter the nominee‚Äôs address & proof of identity

  • Reconfirm the entered details & tap ‚ÄòSUBMIT FOR APPROVAL‚Äô

  •  Once approved, proceed to eSign by verifying your Aadhaar-linked mobile number

Write to us from the help section and we will get back to you with the process to add nominee for existing Mutual Fund investments.