How can I add a nominee to my trading/demat account?

You can update 1 nominee in your trading account, and up to 3 nominees in your demat account OR you can opt -out of the Nomination
  • Resident individual and NRI single-holder accounts can add a nominee on MyGeojit
  • Other account types (joint accounts, etc.) will have to submit a physical Nomination Form at a branch
  • Non-individual accounts (HUFs, companies, trusts, etc) cannot have nominees

To add a nominee on MyGeojit:

Step 1. Log in and go to User Profile 

Step 2. Choose Nominee details and click on "I wish to add nominee to my Trading / Demat Account."

Step 3Select the edit icon as per the account (trading/demat) under which you wish to add a nominee.

Step 4. Fill in and save the "Nomination Form"

Step 5After filling out the form, click "Save as Draft" and then "Submit" Button.
Step 5You will receive a pop up "Choice of nomination updated successfully".

Step 7. Click on the "Ok" Button.

The nomination will be added to your Trading account immediately and for Demat account it will show "Request waiting for Approval". You will get an email/SMS from Geojit and your respective depository (NSDL/CDSL). If you do not receive any intimation within 2 working days, kindly contact our customer care line.

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