How to Add Nominee to Dhan Account?

Adding a nominee ensures a smooth transfer of your securities to your chosen beneficiary in case of death. You can add a nominee to the Dhan account using the steps below:

Steps to add a nominee to the Dhan account

Steps	Description
1	Log in to your Dhan app.
2	Tap on ‘Profile & Account Details’ to add nominees
3	Tap on  'Add Nomination' at the bottom of the screen
4	Add the nominee’s name, the relationship you share with the nominee, date of birth, phone number, email address, and identity proof.
5	Click on the ‘save details’ option and then the ‘proceed to next’ button.
6	Mention distribution of percentage for nominees. Tick on the dialogue box and choose the ‘proceed to next’ option.
7	Proceed with the Aadhaar registered and Dhan account linked phone number on the e-sign form. You’ll be directed to an NSDL platform. Tick on the dialogue box. Enter the Aadhaar number.
8	Click on ‘Send OTP.’ You’ll receive an OTP on your phone number or email ID.

How do I add a nominee in Dhan?

Step 1: Log in to your green-coloured Dhan app.

Step 2: Add nominees by tapping into your Dhan app's 'Profile & Account Details'.

Step 3: Find an option to 'Add Nomination' at the bottom of the screen, below your Account Details.

Step 4: Add the nominee’s name, the relationship you share with the nominee, date of birth, phone number, email address, and identity proof.

Step 5: Click on the ‘save details’ option and then the ‘proceed to next’ button.

Step 6: Mention your distribution of percentage for nominees. Tick on the dialogue box and choose the ‘proceed to next’ option.

Step 7: You’ll be directed to an e-sign form. Proceed with Aadhaar registered and Dhan account linked phone number. You’ll be directed to an NSDL platform. Tick on the dialogue box. Enter the Aadhaar number.

Step 8: Click on ‘Send OTP.’ You’ll receive an OTP on your phone number or email ID. Enter them in the designated place.

And, by completing these steps, your e-sign will be successful and your process will be complete. Note: No charges will incur if you’re adding nominees for the first time. You can add a maximum of up to 3 nominations.