Prerequisites

• Active mutual fund folio.

• Nominee details available.

• PAN and KYC requirements completed, where applicable.

Steps

1. Sign in to the investor portal.

2. Navigate to Services.

    3. Select Nomination.

    4. Choose the folio.

    5. Enter nominee details:

• Name

• Date of Birth

• Relationship

• Percentage allocation (if multiple nominees)

     6. Review the information.

     7. Authenticate using OTP.

     8. Submit the request.
 

Expected Outcome

• Nominee details are registered successfully.

• The folio reflects the updated nomination.

Important Notes

• A new nomination replaces the previous nomination for that folio.

• Joint holders may need to authorize the request.

• Nomination is generally mandatory for new individual folios unless the investor opts out as permitted by regulations.