If you have a Zerodha trading account, you can add a nominee to your account to ensure that your investments are secure and can be transferred to your chosen nominee in the event of your demise. Here are the steps to add a nominee to your Zerodha account:
How do I add a nominee in my Zerodha account?
- Visit the Zerodha website and login to your account with your credentials.
- Once you are logged in, go to the 'Profile' tab and click on the 'Nominee' option.
- On the Nominee page, click on the 'Add Nominee' button.
- Enter the details of the nominee, such as their name, relationship with you, date of birth, and their address.
- After you have entered all the details, upload a scanned copy of the nominee's photograph, a copy of their PAN card, and their signature.
- Once you have uploaded all the necessary documents, click on the 'Save' button.
- You will receive an OTP on your registered mobile number. Enter the OTP to complete the process of adding the nominee.
Your nominee will receive an email from Zerodha with a link to confirm their nomination. Once they click on the link and confirm their nomination, the process will be complete.
It is important to keep your nominee details up-to-date and ensure that your nominee is aware of their nomination. This will help to ensure that your investments are secure and can be transferred to your nominee in case of your demise.