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

Step 3. Fill in and Save the Nomination Form

The following are the relationship options for the nominees that can be added to your account.

Step 4. After filling out the form, click Proceed

Step 5. Enter the OTP sent to your registered mobile number/email ID > Verify

The nomination will be added to your trading/demat account immediately. 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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