If you are also investing your money in stocks then it's a great way to create a wealth through Zerodha,etc. But here the most important thing is to add a nominee in zerodha account and it's important because to protect your investment in case of unexpected events such as illness or death.
In this article, I will guide you step by step process how to add nominee in zerodha. So, I hope this article will help you to add nominee.
To add nominee in zerodha follow given steps:-
Step 1: Log in to your Zerodha account
To add a nominee to Zerodha account, of couse you have to first log in to your account. You can log in to Zerodha website using your browser.
Step 2: Go to the 'Profile' section
After logged in, the next step is to click on the 'Profile' option in the top-right corner on your screen. Now you will come to your account profile page.
Step 3: Click on the 'Nominee' tab
On your profile page, there you will able to see various of tabs. Click on the 'Nominee' tab.
Step 4: Details of your nominee
Now nominee page will appear to you,here you have to fill a form by entering all the details of your nominee such as their name, relationship to you, address, and contact details.(Please double-check all the details).
Step 5: Upload documents
The next step is to upload documents. Documents includes a copy of your nominee's ID proof such as his/her Aadhaar card, PAN card, passport ,etc,. and a copy of your own ID proof ( All the copies should be scanned properly).
Step 6: Verify and submit the form
This step is the most important as here you have to verify all the details and uploaded documents are correct! after it, click on the 'Submit' button.
Step 7: Confirmation
Well, all the process is done now! After submitting the form, you will receive a confirmation message on your registered mobile number and also on your email address, once it has been approved.
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