How do I add a nominee for my account?

Modified on Thu, 12 Jan 2023 at 05:20 PM

Log in to your account, Navigate to the "Account Settings" section and Choose "Nominee" from the options on the page.

Click on the tab "Add Nominee[s]". Fill out the following details under Primary nominee:
Name: Enter the full name of the nominee 

Percentage: Percentage of holdings to be transferred to the nominee

Nominee Type: Choose the option from the drop-down as per the type of nominee being added. The nominee type can either be a person or an entity 

Email: Email ID of the nominee 

Date of Birth: Enter the DOB of a nominee 

Phone Number: Contact number of the nominee 

It is recommended to have at least 1 primary nominee, however, adding a contingent beneficiary is optional. You can add up to 4 primary nominees as long as the total adds up to 100%. 

Similarly, you can also add up to 4 contingent nominees as long as the total adds up to 100%. To know more about a primary & contingent nominee click here.

Once the relevant information is filled you can click on "Save" to save the nominee details.

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