How to Add Nominee in Sharekhan Account?

Share Khan provides a straightforward process for adding a nominee to your account.

Step-by-Step Process to Add Nominee

How do I Add a Nominee to the Sharekhan Account

Follow the below steps to add a nominee to Share Khan Account:

Step 1: Login to Share Khan Account

Using your login credentials, log in to your Share Khan Account.

Step 2: Locate the Nominee Section

Once you are logged in, navigate to the “Profile” section. After that, you will see the add/ edit nominee. Click on “Add nominee.”

Step 3: Provide Nominee Details

Enter the details of your nominee. This includes the nominee’s full name, residential address, date of birth, relationship to you, and contact information. Ensure that all the information you provide is accurate.

Step 4: Upload Supporting Documents 

Upload documents that verify the identity of your nominee. These documents include identity proof such as a PAN card, address proof & utility bill, or Aadhar card.

Step 5: Review and Confirm

Don’t forget to check all the information you’ve entered is accurate and up-to-date. Re-check the documents you’ve uploaded to ensure they match the information you’ve provided.

Step 6: Submit the Nomination Request

Once you’re satisfied that all details are correct, submit the nomination request. Share Khan will receive your request and initiate the verification process.

Step 7: Verification Process

Share Khan will now verify the information you’ve provided and may reach out to you for additional verification if required. Be prepared to cooperate with any requests for further documentation or information.

Step 8: Confirmation

After successfully verifying, Share Khan will confirm the addition of your nominee to your trading and demat account. You’ll receive a confirmation email or SMS on your Mobile Phone.

Conclusion

To secure your investment and ensure your loved ones can access them hassle-free, it is important to add a nominee to your account. By following the above steps, you can transfer investment to your nominee in case of your absence.