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How do I verify or change my nominee(s) details for mutual funds?

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How do I verify or change my nominee(s) details for mutual funds?

To verify or change your nominee(s) details:

1

Tap your Profile picture on Share.Market

2

Tap Account Information >> Investment & Trading Account

3

Tap Mutual Funds >> Nominee >> Change

4

Verify/Change the nominee details: Add Name, Age, Mobile number, Email ID, Address, Pincode, Govt ID details (Aadhaar/PAN/Driving license) of the nominee. Once done, tap Save & Next.

5

Enter the five-digit OTP and tap Proceed.

Note: If your nominee details are marked as None, it means you haven’t added any nominee(s) for your investment. This implies you’re aware that in the case of your/account holder’s death, your legal heir would need to submit all the required documents needed by the court or any such competent authority to get the mutual fund folio transferred. However, if you’ve added a nominee, please ensure you verify your nominee’s details before July 1st, 2024, to be able to withdraw your investment.