Introducing online nomination

September 13, 2021

Hindi: इस पोस्ट को हिंदी में पढ़ने के लिए यहाँ क्लिक करें।

You can now add single or multiple nominees to your trading & demat account completely online on Console. We will alert your nominee(s) over email/SMS if your account becomes dormant after one whole year of inactivity and you do not activate it by performing reKYC in time in response to the notifications we send you. This is to ensure that your nominee(s) are informed of the existence of your trading & demat account and the nomination in case of any unfortunate eventualities.

Background

While the demat account opening became digital in 2016 (using Aadhaar eSign), adding nominees has been a physical process until now. This is because the process of nomination that the MCA defined mandated the collection of a physical form and multiple witness signatures. The regulation around this changed very recently, with SEBI allowing an option to add up to 3 nominees to your trading & demat account completely online using eSign.

When you open an account with a broker, you open two types of accounts:

  • A trading account that is registered with the Exchanges (NSE, BSE, MCX). This is the account where you hold your funds & F&O positions. If there has been no activity in your trading account, the funds will be transferred back to your Bank account as part of the Quarterly settlement, and the nomination that applies to your Bank account would hold valid for such funds. If for any reason, the funds are still lying in the trading account, they can be transferred to the nominee. F&O open positions can’t be transferred, so they will be liquidated and settled before the funds can be transferred to the customer bank or to the nominee.
  • A demat account that is registered with the Depository (CDSL at Zerodha). This is the account where you hold your securities in demat or electronic form. Securities once in a demat account can stay here forever unless you sell or transfer them to another demat. So it is important that you add a nominee to this account. Along with adding a nominee, it is also important to keep the nominee informed that you have a demat account, similar to a bank account. As mentioned earlier, we will alert the nominee on the email/mobile provided by you during nominee registration if your account turns dormant after a year of inactivity and you do not come back and enable it by doing a reKYC in time.

Why do the nominees have to be alerted?

A recent survey showed that there is a corpus of over Rs. 82,000 Cr lying in unclaimed deposits in India. This is a conservative estimate and includes:

  • Unclaimed Provident Fund Accounts – Rs. 26,497 Cr
  • Unclaimed Bank Accounts – Rs. 18,381 Cr
  • Inactive Mutual Fund Accounts – Rs. 17,880 Cr
  • Unclaimed LIC Policies – Rs. 15,167 Cr
  • Matured Fixed Deposits – Rs. 4,820 Cr
  • Unclaimed Dividends – Rs. 4,100 Cr

These are unclaimed, most likely because the nominees don’t know of the existence of these assets. We hope that the alert feature will act as a backup for all our customers in case of any unforeseen eventualities.

Also, since we offer direct mutual funds in demat form on Coin, this nomination will automatically cover all your mutual fund holdings along with all your other securities held with us as well.

How to add a nominee

You can do this by visiting Console. If you are adding multiple nominees, make sure to mention the % of holding that you want to allocate to each nominee so that the sum total is 100%.

  • You will need Aadhaar linked to your mobile number to receive the OTP and eSign.
  • You need to upload the proof of identity of the nominee in PDF format. If you don’t know how to convert your image from JPG to PDF, check this article.
  • Once you have completed the above process, nominee addition to the account can take up to 48 hours. You will get an email from us as well as from CDSL (Depository).
  • For your privacy, no email notification is sent to the nominee(s) immediately. An alert is sent only when the account becomes dormant after one year of inactivity, and you fail to enable it even after multiple alerts from our side.
  • Once you have added one or more nominees, you cannot modify it or add a new nominee online. You will need to send us a physical nomination form. We are working with CDSL (depository) to make this online as well. Nomination is free for the first time, and Rs 25+GST is charged for modifications.
  • Non-individual accounts (including HUFs) cannot have nominees. Joint accounts will need to send the physical nomination form.

 

Team Zerodha

India's largest retail brokerage

295 comments

  1. Rakesh Bhathija says:

    Brilliant. I am hoping everyone can introduce the alert feature. Especially the banks. We save for the rainy day for ourselves and our family, what is the point if it lies unclaimed.

  2. Dr M Anudeep Reddy says:

    Thank you Zerodha for making it online..
    You are the Best

  3. Kapil Khurana says:

    Nice, but Relationship field is confusing. If i am nominating my father, should I mention father or son?
    Also whose dob, and whose id proof is required? The account holder or the nominee?

    • The entire table is for the nominee. Your relationship with the nominee = Father & Nominees ID proof (your Father).

      • Rupesh Mandal says:

        This Nominee relationship field confuses a lot of people. It can be solved with a small tip. As the user selects a relationship option from the deopdown list, a text can appear below –
        is your

        E.g. if I add my mother’s name and relationship as mother, the text below would read as – Nandita is your Mother.

        By showing this text, the user can be sure that he has written correct relationship.

        What do you think?

      • sudipta says:

        hello nithin sir, you have changed broking industry and keep introducing unique and helpfull features.
        i want to suggest one idea of giving a 1 lakh cash for one lucky ac holder of zerodha who made loss for the entire year, this will give hope and may even change one mans life every year. and zerodha will be more awesome then ever

        • laxmi says:

          good joke, if someone is losing for the whole year means he was not keeping his complete efforts, giving them extra money will make them more irresponsible ,Please teach how to be responsible but don’t even try to support irresponsible persons

      • Rothin says:

        I updated my nominee details and uploaded the PAN as proof. But it got rejected. I am not sure about the reason. How can I get this resolved?

    • CK says:

      How stupid of you to make such simple things most difficult. Above added GIF and the step by step procedure already states that you need to add all these of Nominee.

  4. Amit Semalty says:

    Thank you zerodha for this most awaiting feature of adding nominees online. You became pioneer in this field also…

  5. Aditya Patel says:

    I am unable to add 2 nominee, getting error message as “Error updating nominee: Error in secondary nominee address line 1: Allowed characters – hyphen (-), forward slash (/), alphabets, numbers, spaces”. Although I am just adding 2nd nominee address which includes only number and text.

    • Team Zerodha says:

      Hey Aditya,

      This happens when you have commas in the address field. CDSL does not accept commas in the address field, as a result of which, we don’t either.

  6. ABHIJIT PAL says:

    IT IS SO EASY TO ADD NOMINEE ONLINE. WHILE READING THIS TWEET I HAVE DONE MY JOB ! THANK U ZERODHA & NITHIN DADA

  7. Pratibha says:

    After online form filling…. is it compulsory to send physical nomination form…

    If we dont send physical form… will there be any issue

  8. ArunSanthoshKumar says:

    I was expecting this for some time. I believe Zerodha always thinks from a customer angle and implements a lot of great things. this is great

  9. Kiritkumar Jayantilal Darji says:

    Zerodha kite app not work, so uninstalled and tray to reinstall, but not happening last 3 days…

    Now what i do??

    • Team Zerodha says:

      What is the error you’re seeing? Best create a ticket on support.zerodha.com and someone will get in touch to help.

      • Debashis says:

        I am also facing the same error and this error is appearing since a week. Tried several times to update but failed.
        One error that appearing presently is as – “Request Timeout” & “Service Unavailable”.
        Second error is that – it accepts the nomination request and then sends an email stating that “Request Rejected”

  10. GL Narayanan says:

    Hi. I hv sent physical nomination form to Blr office a month back, it is not yet updated. Meanwhile, read about online process. Tried but getting stick up in uploading file. Nothing happens when the tab to upload file is clicked….
    Repeatedly asks for file to.upload….

  11. Akhil says:

    Where to add nominee’s middle name ?
    Should it be appended to first name field itself ?

  12. dhairya says:

    Hi,
    The nominee is for both the shares in the demat account as well as Mutual fund holdings in coin?
    Please confirm.

  13. Anuj Gupta says:

    Great Feature Guys !
    Hats off to the entire Zerodha Team. With the online feature, I am able to add nominee in less than 2 mins which I was trying to add offline for the last 2 years.

    Kudos!

  14. Sanchit says:

    After filling the details, when I click on Continue, I get the error: ‘Error updating nominee: Failed to esign’.

  15. KRISHNENDU DUTTA says:

    Should I receive confirmation mail from KRA institute along with zerodha and cdsl after successful nominee addition?

  16. Vikas says:

    This is an Excellent. Just a week back approximately I have requested for the Online nomination form Introduction. I’m not sure whether already the process was on going in the background. But I’m Extremely happy to see the introduction of nominee in the Online.

    Great thanks to Zerodha!!!!!!!!!!!!!!!.

    Query : Can the nominees be changed at any time in the online or once submitted cannot be changed.

  17. Arnab Dutta says:

    Clicking Continue does not do anything. Tried in 3 devices and it just does not opens any other page or does not give any error. What to do?

  18. Isha says:

    Can we now add the name of nominee during new account opening with Zerodha?

  19. Ashraf says:

    Great.
    Was wondering why physical form is insisted only for nominations

  20. Shravan says:

    hi Zerodha,

    Thanks for the much needed initiative to make nominations online.

    I read this in this article.
    “You will need to send us a physical nomination form. We are working with CDSL (depository) to make this online as well. Nomination is free for the first time, and Rs 25+GST is charged for modifications.”

    What does this mean ? Is it mandatory to send physical nomination document ? What then is the use of Online nomination ? This is confusing.

    Plz clarify.

    Thanks

  21. Uday says:

    While trying to add nominee details, I keep getting 2 popup’s with the following errors
    Error uploading proof for xxxxx: Request timed out
    Error uploading proof for xxxxx: Internal Server error

  22. K Yogesh Patel says:

    I tried to edit the nomiee but it says –

    Error updating nominee: Error in primary nominee address line 1: Allowed characters – hyphen (-), forward slash (/), alphabets, numbers, spaces

    my address is – Flat No 201, Khetani Nivas, Plot No 22, Road No 1, Yashoda Nagar, High Tension Wire Road
    No where is the problem in that address?

    Commas are also not allowed?

    • Prashant Prabhu says:

      Hi… I too had same issue…I just removed all the comma (.) in the address lines….and it worked !!! 🙂 …. maybe you might like to try it…

  23. AJAY TIWARI says:

    Great Move!
    Thanks a lot, I have opened a demat account recently and was worried about this feature.

  24. Prashant Prabhu says:

    I just completed the Nomination request….Excellent…seamless completion of the Nomination request process… Thank you Zerodha Tech team. This was long awaited requirement.

  25. KINJAL says:

    Hi, while adding nominee I am getting an error “enable browser pop-ups and try again”. I tried to add extension but unable to do it. Let me know if anyone has faced the similar error and how it was resolved.

  26. Amol says:

    Hi
    I have recently opened account with Zerodha and I was planning to send the nomination form physical.
    With this online process addition, do we need to follow physical process as well?
    If it is entirely online, Zerodha team is superb.

  27. Sudip says:

    Nomination id prove is not taken
    By kit online nomination form

  28. Shanti Devi Sharma says:

    I’m trying to complete the nominee form online but it keeps showing the error messege that the file is not pdf. However, the file format is in pdf. Has someone else had this problem?

    Zerodha, can you please help?? Thanks

  29. Abhishek says:

    I am selecting pdf file as a proof and even then it is throwing an error that File should be pdf. Let me know what to do

  30. Naveen Malik says:

    While trying to add nominee details, I keep getting 2 popup’s with the following errors
    Error uploading proof for xxxxx: Request timed out
    Error uploading proof for xxxxx: Internal Server error

  31. abhinav says:

    there is one problem in adding nominee online . i want to add my wife as nominee but in any document, she only has first name and no last name. but this portal requires me to enter last name also.thus i am not able to add her as nominee. please help

  32. Iqbal Kaul says:

    Thanks Zerodha for providing this facility.

    Can a child who has acquired a US or a UK citizenship be nominated ?
    If so, what are the documents which need to be uploaded in his/her case ?

    Thanks once again.

  33. Shree says:

    What about existing user? I can see only the nominee name. I’m not able to see any other contact details of his. How to verify if contact details provided are correct or needs any change. Nor I can see the option as shown in video to add nominee details.
    Already raised ticket #20210914995387 but didn’t get satisfactory answer.

  34. Srinivas P says:

    I updated the nominee with the aadhar of my spouse and it got rejected. Not sure whats the basis of rejection. It would be good if you can call before rejecting or at a min provide reason for rejection. This time gave pan details… fingers crossed. Tha

  35. Sivakumar D says:

    I get the error: ‘Error updating nominee: Failed to esign’.

    I see already reported this error! Any resolution yet!!

  36. viji says:

    Good article

  37. Madhur says:

    Dear Mr. Kamath,

    This is an absolute essential feature. I have a product in mind which can be much bigger than this. If you can spare 2 mins, I can share it with you.

  38. Raj dixit says:

    Can it be changed? I already have a nominee but in case I want to change it

  39. Mahesh Tarte says:

    This is really helpful, having this process manual is one of the reasons that most of the retail users miss it. This should be mandatory to put when one opens an account if not then periodic reminders to be set if it’s left blank.

    It’s really sad to see so much of corpus unclaimed and most of which belong to the common man who spends his/her entire life saving it for the family! This change is really a step towards financial awareness!

    Thank you Zerodha Team! …. you really make investment digital, easy and in reach for the common man!

  40. Dilu alex says:

    What is file password in nomination procedure?
    Is it same as my contract note file password or i need to add new file paasword

  41. Munira says:

    hello
    what to do if zerodha reject online nomination for some reason.
    how to apply again for nomination.

  42. Umesh Kumar Gupta says:

    Document upload option I’d proof of nominee is not working

    Useless

  43. Amit Kumar says:

    Hi Team,

    When I am trying to add nominee into my Demat account using Console application.

    On entering the Pin Code as ‘122001’ or ‘110001’ then ‘Enter a valid pincode’ is displaying on the screen.

    Due to this, I am not able to submit the nominee form. Please advise.

    Regards,
    Amit Kumar

  44. Sameer Das says:

    I want to change the nominee for my account please tell me how can I do this?

  45. Mohan Raju Kondra says:

    I am unable to add second nominee or edit the existing nominee. Its just being read only for me.

  46. RD says:

    Very painful and unhelpful to use. Despite having applied twice with all the necessary documentation the nomination has been rejected. Though there is an option to enter the password for PW protected ID proofs in the online application, have again received a message “• The identity proof uploaded is a password protected file. Please upload an unprotected file for processing this request.”. Zerodha should get their act together and stop wasting their customers time and efforts.

  47. Shravan says:

    Hey Zerodha team,

    The 2nd line of address is not accepting comma”,”. But, this line caption is Area, Town, City etc….How can we write if you don’t allow “,” to separate different sections ?

    Thanks

  48. Sandesh says:

    How to modify or change the nominee?

  49. susmitha says:

    Unable to submit nominee form. Goes to cosole home page but nothing happens. On mobile it says comma not allowed in adress line

  50. Yasir Khan says:

    I already registered a nominee before this Online Nomination facility was introduced, but now I want to change it, but I am not able to do it, as there is no option for this in Console.

  51. Baiju says:

    what about NRI account nomination?

  52. Yajur says:

    Thanks used the same, Updated in CMR copy
    can you please add option to modify/change/update name % share , etc online,
    that will be Great.

  53. Pritam says:

    Great initiative & we are expecting this since long time. Thats why Zerodha is the best.

  54. Desh Deepak says:

    I already have a nominee. How can I add or change the name? I am not seeing any option for that on Console

  55. Siddharth Patil says:

    What if I have to close the account due to the demise of the account holder?

  56. Pawan says:

    Nice initiative.
    So easy and Handy to update details.

  57. Atul Agrawal says:

    Very very good initiative….
    compulsory Physical nomination was not good…

  58. Kakoli Roy says:

    please also add the feature to change nominee online Z-console

  59. Shriyash says:

    Hi team,
    Thank you for introducing this feature, I am not sure about the mutual funds, what happens if the account owner is passes away. Will nominee receive the notification about the mutula funds as well.

  60. KAVITA says:

    As on 28th Sep,2021, It gives “Time out error” while adding nominee.

  61. Gaurang bamne says:

    It is the nice brokerage in the world
    I like zerodha

  62. SUJATHA says:

    Zerodha is zerodha , no one to compete, these are really that the company cares for its investors

  63. Sridharan Saranathan says:

    It’s a good decision and a strong /warm welcome from clients

  64. Preeti kadam says:

    Nice

  65. shibsankar saha says:

    Document of my nominee’s doesn’t upload last few days

  66. Nishikant says:

    I am getting error as “Error updating nominee: Error parsing response.

  67. Smt. Swati Trivedi says:

    Smt. Swati Trivedi w/o Mr. Hari Vijay Dubey
    DOB: 03/07/1987

  68. aishwarya vikas desai says:

    Zerodha is zerodha , no one to compete

  69. S chandru says:

    Super

  70. Nikhil lodhi says:

    IT IS SO EASY TO ADD NOMINEE ONLINE. WHILE READING THIS TWEET I HAVE DONE MY JOB ! THANK U ZERODHA & NITHIN DADA

  71. Deepak Kumar says:

    PDF docs are not being uploaded! Unfortunately, no error is popping up too on the screen for it. This is bizzare. Hope you folks look this at your server end else its of no avail giving time to fill all details, only to leave it undone just cause PDF doc didn’t get uploaded!

  72. Shailesh Kumar says:

    That’s great initiative. But you published this news just with half preparation…..as your portal is not ready to accept this request at this moment. Continue getting errors:
    “Error updating nominee”
    “Service unavailable, please try after sometime”

  73. Subrata Saha says:

    Hi,

    I have tried multiple times ..after providing the details and uploading the document in .pdf version.. after entering the details docu sign, eSign section is not coming. There could be a technical challenge here. Please help.

  74. vishal kadam says:

    good going

  75. Mayuresh Lotlikar says:

    Thank you so much zerodha is always been active & positively taking care of clients service

  76. Jeevan says:

    Unable to update, error notification occurring

  77. Sangtani prakash says:

    Nominy kese ed karate hai..

  78. Vinay says:

    Nomination is compulsory or voluntary?
    Please reply me and if compulsory so whats the the time to done their nominations?

  79. Jamisetty Leela venkata naga uma prasas says:

    Add as a nominee for my account

  80. Rajesh Kumar says:

    Thanks zerodha, really it was my query about nominee for a long time. Thank you very much.

  81. Jamisetty Leela venkata naga uma prasas says:

    Pl add my wife as nominee.Her name is J Jyothi

  82. Awishek kumar says:

    Zerodha is always one step ahead of others. Thank you for this noble initiative.

  83. Dinesh Kumar Mishra says:

    If I don’t add nominee there is any problem?

  84. Geetha R says:

    Wife

  85. kashish says:

    Thanks for update this was very well needed, pls inform if can make Minor as nominee

    Regards Kashish

  86. Rasheed says:

    Its not working. Connection times out.

  87. Arpan Gupta says:

    Love you Zerodha you are the best 👍🏻👍🏻👍🏻😊

  88. Machhindra Maruti Mohondule says:

    Nominee

  89. Faisal says:

    I wanna to be nominee to my younger bro

  90. Paruchuri Satish kumar says:

    My f&o portfolio is manipulated so plz corrected in Bharti airtel shares

  91. Jagruti Nitin Patil says:

    Thank u zerodha

  92. Shyam vadnere says:

    Ok

  93. Aditi Agarwal says:

    Can a friend be a nominee.

  94. Kuldeep says:

    I am getting error “Error updating nominee: Error processing request. Try again.” if I try add nominee details. Please help.

    • Vijaya says:

      Hi
      I am also getting same error – Error updating nominee: Error processing request. Try again.

      @Zerodha, can you please help us in solving this, so we can add nominee.

  95. Sip wealth creator says:

    I have already used this feature… It’s nice and very easy. thanks for bringing it.

  96. Vivek says:

    There is an error coming today on 28-09-2021 while updating the Nominee into my Zerodha Demat Account.

    I can share the screenshot of the same if required.

  97. Shrishail patil says:

    I don’t see option in my kite app. Please let me know where to add nominee

  98. Agrawal Pat says:

    Very nice to hear this..

    Easy to energised nomination for Dmat and Trading account as wel.

    Thank you Team Zerodha.

  99. Pradeep chaure says:

    Nominee proof link for upload PDF not working please check its not Brouse on smartphone

  100. Pankaj Pratapwar says:

    I tried to add nominee but getting error every time. Not sure what’s issue
    error – Error while updating Nominee. Please try later

  101. Ashi Mishra says:

    Very good initiative Zerodha, Appreciated. 🙂

  102. P Rahul Kumar says:

    I have joint demat account and unable to make nomination. The message is ” error fetching schema ” and Error in uploading- JSONDecode error”

    I tried once again and this time the reason was “Request timed out” and “Error updating nominee: Service unavailable. Please try after sometime.”

    If this is on account of joint a/c what is the solution and can I submit the hard copy by post? Is it likely to be sorted out soon (permission from concerned authorities)?

  103. krishnan narayanan says:

    WHEN I GO TO CONSOLE AND CLICK ‘ONLINE NOMONATION FOR YOUR INVESTMENT’ THE FOLLOWING ERROR APPEARS. ON NOMINATING MY SON WITHOUT BOTHERING ERROR MESSAGE ‘TIMED OUT’ APPEARS

    Error fetching schema: JSONDecodeError(‘Expecting value: line 1 column 1 (char 0)’)

    IT IS NOT SEAMLESS. KINDLY HELP ME

  104. Mehul says:

    Great idea, poor implementation! As usual, new feature is not working. 🙁

  105. Surender says:

    My wife will be my nominee and her full name is KOMAL.

    Same is in aadhar and PAN.

    But this form, nominee last name is not allowing me to submit as this field is required and giving error for last name as required field.

    So let me know what should be filled in last name.

  106. N S V IYENGAR says:

    Dear Sir
    I have few company shares in physical form in a joint name which I could not include in the Demat account since all my Demat accounts are in my single name. The reason is on the certificate’s names are shortened and some end parts of the name missing and also wrong spelling.
    My question is if I buy one quantity of the same company shares which I am holding in Physical form then after nomination in Zerodha will my physical shares can be included in the nominee name by the respective companies. Best regards,
    Nuggehalli Srinivasmurthi Venkatachala Iyengar

  107. Sabra khatoon says:

    Ok

  108. THANUSHKA says:

    Good one

  109. Sachin says:

    Getting error on clicking console and account tab

    Error fletching schema JSONDecodeError(‘Expecting value : line1 column 1 (char 0’) )

  110. Rajesh Mohan says:

    Unable to add the nominees details… It’s giving some error.

  111. Paruchuri Satish kumar says:

    My nominee K Anitha (wife)

  112. Rajarshi Sengupta says:

    Hello Team Zerodha,

    Everytime I receive such important notifications from your end I realise what a blessing it is to have opened an account with you Brokerage.

    Please continue your good work.

    We don’t say it aloud most of the time but yes, We LOVE You.

    R Sengupta.

  113. Surender sharma says:

    Trying to add from last two weeks but every time getting frustrated error.
    Address filed should not bla bla
    While I am filling correct way.
    Yesterday again try but this time getting error like address proof number1 not assign bla bla .
    Please tell us the fix date when you will fix this error so that we will try on that date.
    I already discussed with customer care.
    They told that we are working on this issue.

  114. debasish Nayak says:

    At the time of uploading the document of nominee the choose file button is not working so i am unable to upload the pdf.kindly look into it.

  115. Abhi says:

    I get an “Error updating nominee: Service unavailable. Please try after sometime” error every time I try to add a nominee.
    I have tried around 5 times now. Can you please ensure your systems are up and working??

  116. Sahil Doshi says:

    Do the people who have sent offline nomination form, need to this online process? Or this is just for first timer’s?

  117. Sravan says:

    Dher aaye magar durusth aye, this was most important feature in personal finances which was ignored however they due to limitation set by rules they did not , we have this now happy

  118. Neetesh says:

    Continue showing “error”

  119. Kyrshanbor Myrthong says:

    Ok

  120. Rakesh Kumar says:

    Hello,

    I have tried multiple time for Nominee, but it’s fail, can you please support or guide me how complete this.

  121. Brijesh says:

    Showing time out error..

    unable to add nominee

    Please resolve this issue

  122. Shankar madakai says:

    He is my father

  123. KH Manjunath says:

    I want to nominate my spouse.

  124. Bidyut De says:

    Every time this sentence (Error updating nominee: Error processing request. Try again.) is popping up after submitting the details.

  125. Geetha.s says:

    I want to nominee in my mother name Geetha S

  126. M VASUDEV RAO says:

    It is a very good ,useful step SEBU has taken to save our nominees from many troubles in future, for everyone but more particularly for people like me who is 68 years old I need a clarification .I have a joint account with you (Zerodha). Should I need to give the nomination on paper as per any format or can I submit my nomination on line.

  127. Subash singh says:

    I want to nominee my wife priyari

  128. Robert Poddar says:

    Great to know that one add a nominee through the online process.
    I have a nominee which I did through the physical form..now I want to add another nominee, to the existing one. Can I add the end nominee through the online process?

  129. Valeti Sumathi says:

    She is my wife

  130. Rahul Mehta says:

    Hi Zerodha,
    I am unable to add nominee in my account. It is showing error in the process.
    Please help.

  131. M.M.PHATAJ says:

    This is a must. Very good

  132. Rishikesh Anand says:

    Every time this sentence (Error updating nominee: Error processing request. Try again.) is popping up after submitting the details.

    Please resolve this issue..

  133. K V K MOHAN YADAV says:

    hi,
    How do I edit existing nominees? I dont see that option in Account->Nominees

  134. VADLURI KALPANA says:

    Add nominee

  135. mukesh says:

    its good to having support

  136. sanjay says:

    I need to modify the nominees, but i didnt find the option to change the nominees…

  137. Santhosh Kodem says:

    Hi Zerodha Team,

    Thanks for made Nominee on online.
    Please also do add new Nominee and change existing nominee on online.

  138. Sulekha adak says:

    My mother

  139. Shilpi kumari says:

    Wife relationship

  140. Soni singh says:

    Hi

  141. Nav says:

    This is good to allow adding nominee online.
    Please Zerodha need to fix your portal. I am always getting error while adding nominees.
    Can’t upload snapshot but error says
    “Error updating nominee: Error processing request. Try again.”

  142. Ajay Agarwal says:

    It tried to update my nomination several times but every time an error message poped-up. Request to Zerodha Team to look into.

    Thanks

  143. Neelmani Khan says:

    I already have my husband as a single nominee. Now I want to add my son also as second nominee, how to do that?
    9969225715

  144. Sureshkumar says:

    I tried so many times to add nominee. Always end up with below error. There are no commas in any of the field.

    Error updating nominee: Error processing request. Try again.

    Online nomination is a good feature – but only if it works.

  145. Vinay Mummidi says:

    Unable to add nominee from Console. Getting “Error updating nominee. Error processing request. Try again” error.

  146. R N Gothi says:

    Very good idea. At least money will not remain idle.

  147. Sachidananda says:

    It’s showing an error message while uploading the nominee details. Request to zerodha to have a look on this. It seems to be a frequent issue as per other comments.

    • Simran says:

      We have tried from our end and it is working fine, request you to troubleshoot the system once and kindly enable cookies in the browser settings and try to update the nominee details.

  148. Rammohan Prattipati says:

    I wanted to ask this common nominee related question since long. Finally got an opportunity to do so. Question: what if the senior citizen account holder adds his wife as the sole nominee and what if both of them die simultaneously in an accident? How will their married children be informed by Zerodha?

    So I suggest a provision made in the application form itself to collect the contact information of their (especially foreign citizens) children like emailid, permanent address, mobile number, pan number, and the sharing per centages.

  149. Kausar says:

    Love this! Much needed features, especially alerting the nominees.
    Kudos team Zerodha!

  150. RK Rajput says:

    Love this is much awaited features that we want really amazing…. kudos to Team Zerodha.

  151. Sudhir Brahma says:

    Unable to add a nominee. Errors out saying “try again”. No reason given for the failure

  152. SHAHID says:

    I have also experienced the same issue while trying to add the nominee. I attempted around fifteen times last Friday using the trial and error method and got succeeded in the end. Unfortunately on yesterday, my application got rejected citing that the document submitted was password protected whereas the document was not password protected. Now back to square one. My fight with the online nominee application has resumed. No clue when this will end.

    Need help badly.

  153. Ajit Kumar says:

    Submit page is throwing error. Unable to add nominee.

  154. Kumar says:

    I am getting this error and unable to add Nominee: Error updating nominee: Error processing request. Try again.
    I’ve tried many times. At other times, I get an error with uploading the Nominees Identify proof (PDF, <1MB file)

  155. Bharamanna Guttal says:

    Unable to add nominee name. Please send nominees form.

  156. S. Vijayakumari says:

    Thank you zerodha for the excellent service provided by you.

  157. Krishnamurthy M says:

    I think it’s a general notification. I request that you may send individual communication to those demat account holders to use this opportunity and update nomination if at all its not done earlier. Regards,

  158. Ghanshyam Jaiswar says:

    My addres pin code showing invalid.
    Kindly resolve the issue.

  159. Tanaja Kumar Rout says:

    So nice..love Zerodha for its friendly approach

  160. Milind Deshpande says:

    While adding nominee and attaching Aadhaar card pdf, two popups are coming.
    1. Error uploading proof for : Request timed out.
    2. Error uploading proof for : Service unavailable. Please try after sometime.

    Kindly help.

    • Simran says:

      We have tried from our end and it is working fine, request you to troubleshoot the system once and kindly enable cookies in the browser settings and try to update the nominee details.

  161. Milind Deshpande says:

    Raise ticket is vanished from Zerodha support page.

  162. Pooja Pandey says:

    I am not getting feature to add nominee in my account. please check

  163. Milind Deshpande says:

    Finally I completed the process of requesting to add nominee through android mobile. It worked. Only I was asked to enable popup.

  164. Kamrul Choudhury says:

    I want to add nominees my wife but I am not marriage . I will married after one year . Is it ok that now I don’t add nominee ? Thank you so much.

  165. Shrikrushn says:

    Very good discussion

  166. shashank mohan says:

    I had added my nominee while account opening. How can I check my nominee details for existing account?

  167. Asalam ali says:

    Main bhi jald nominee add karta hu

  168. dhairya says:

    Hi,
    The nominee is for both the shares in the demat account as well as Mutual fund holdings in coin?

  169. Atishay says:

    Hi, How about if my nominee is already a Zerodha account holder ? Will it ease the process as the person is already registered ?

  170. Partha Roy says:

    Not receive user ID and password

  171. Sachin bhosale says:

    Dear sir
    Esign is not verify
    Any suggestions please couldn’t open account

  172. Anuj says:

    Once I have added a nominee, in the nominee tab, it just shows Nominee addition is completed. But is there a way I can see the name of the Nominee and other details that I filled in? Will this appear anywhere just as a confirmation, because as of now the name of the Nominee doesn’t appear once the nominee addition is done. Kindly help with the query, thanks!

  173. Dinesh chaudhary says:

    Hyy

  174. Black Mamba says:

    Getting “error updating nominee : failed to esign” message and unable to take advantage of this facility.

  175. Satya Tiwari says:

    I am getting below error while adding nominee. I am trying to add for last two weeks but no success.
    “Error updating nominee: Failed to esign”

  176. Monika says:

    I am getting below error while adding nominee. I have tried multiple times but no success.
    “Error updating nominee: Failed to esign”

    Please Help!!!

  177. Manu Benjamin says:

    Not Receiving OTP to esign documents for Nominee.

  178. Raghav says:

    Unable to add nominee due to error” Error updating nominee: failed to eSign”.Please guide

  179. RAVINDRANATH GOLLAR says:

    I want to add my daughter in law as my nominee in my account. But there is no option for that in nominee area. In others area also there is no option to add relationship. kindly look in to and reply if anybody knows. requested reply from Zerodha help team

  180. ANJALI says:

    Hi, when adding nominee, i am getting error ‘Error Updating nominee: Failed to Esign’. Can you please let me know how to proceed?

  181. Sahil says:

    Those who are facing this error ‘Error updating nominee: Failed to esign’:
    Note 2 in this article resolved the issue:
    https://support.zerodha.com/category/your-zerodha-account/nomination-process/articles/add-nominee-online-zerodha

  182. Radhey Shyam says:

    I tried so many times to add nominee. Always end up with below error. There are no commas in any of the field.

    Error updating nominee: Error processing request. Try again.

  183. Venkata Tilak says:

    When I tried to add nominee details, I am getting below error. Tried several times.

    Request to fix the error and update us once the issue is fixed.
    Error updating nominee: Error processing request. Try again.

    • Sumedh Dhakre says:

      If Failed to e-sign error is displayed while completing the online process, upload an alternative ID proof or remove the password protection and upload a file without a password.

  184. John says:

    While adding nominee, getting error as below

    Error updating nominee: Failed to esign

    • Sumedh Dhakre says:

      If Failed to e-sign error is displayed while completing the online process, upload an alternative ID proof or remove the password protection and upload a file without a password.

  185. SUSHIL KUMAR SURI says:

    Unable to add nominee. Keep getting error message after submitting details. Have tried with eAadhar card as pdf both password protected and password removed. Also tried with PAN card image. Still getting error message. Please urgently fix this problem as my husband is also facing this same problem.

  186. Krish says:

    The Console section for Account details, particularly Financial Proofs / docs, is quite pathetic… Can’t see my Financial Info & uploaded documents list on Console website… Plus, nowhere is there a “status of verification” of info or docs submitted !!
    The only option is to get back an e-mail containing a link to the uploaded docs – with no info on status of their acceptance, verification, etc … So, please enhance the Console -> My Account section to add full details of my Financial info on Zerodha’s records – Income Range plus List of docs submitted, with Doc Type, Date of submission, Status of verification, and link to Download the doc or to Upload a replacement doc….
    This missing feature has become particularly aggravating due to the Operations mess that has resulted in F&O Trading segment being disabled for my Zerodha Account despite my having uploaded updated Financial Proof docs in Console over a week ago (docs uploaded 25-Dec-2021; F&O disabled on 2-Jan-2022)…

    Finally, the very solution of sending a “link” to a page via Email and having customers blindly click on a “link” embedded in an Email to download docs, is an unsafe, failure-prone, inefficient and User-unfriendly solution…
    Pls do NOT send links via Email to download things like “Contract Notes”, “Financial Docs”, etc. for following very important reasons:
    1. It does not work when Customer’s Email server or Zerodha’s outbound Email server is having problems.
    2. Clicking on links embedded in Emails exposes customers to risk of hijack of their computer by Spoof emails that mimic Zerodha Email, but provide a link to a harmful software.
    3. It is Customer-unfriendly to use this solution – Login via Kite to Console to request a doc, then wait for Email, then click on link in Email, then Login via Kite again to download the requested doc…

    Instead, please provide Links within Console to directly download documents from your Website. If you cannot produce some docs instantly and need time, please add a “Requested Docs for Download” section in Console, to show a list of : Request Date, Requested doc, Status of its availability, Date/Time till which available, plus a link to download available docs directly from there… This solution will be a lot more secure and easier to use than the current clunky Email solution… Also, being a Software Professional myself, I can assure you that this is very easy to develop, just needs small changes to your current Email solution. So, please don’t defer acting on this important change request…

    I had created Tickets for above issues / needed enhancements to Support as well, but there’s no action…
    Support is oriented towards solving immediate issues and closing tickets “somehow”. So, it is not a good channel for reporting software bugs, bad usability or security concerns, or requesting important feature enhancements.

    So, request you to create a new Zerodha forum to report and track S/W Bugs, Security or Usability Issues, plus Feature or Enhancement Requests, in which you can post responses, rejected/accepted/alt soln, along with reject reason / expected date of fix or enhancement / desc of alt solution…

    Thanks.
    Krish

  187. Jignesh Patel says:

    Same error: ‘Error updating nominee: Failed to esign’

    Any solutions?

    • Shubham says:

      Hey Jignesh, please try uploading an alternative document as proof of identity, or upload the file without a password. More details here.

  188. harshal says:

    Reduce the file size to any thing under 500 kb(try to keep it under 200 if possible) , unencrypt the file and make sure the file name doesn’t have any special characters.

  189. R says:

    Hi,

    If I add a nominee, will it automatically get added to all the MF folio which i bought through COIN. Or will it be effective only for future MF purchases?

    Thanks

    • Shruthi R says:

      Hey, the nomination applicable for your DEMAT account will also be applicable for all your mutual fund holdings as well.

  190. Chetan says:

    How can change Nominee details online? Already updated nominee but now want to change it online. Please let me know the online procedure.

    • Shubham says:

      Hey Chetan, the nominee details cannot be changed online. You will have to follow the offline process. We’ve explained this here.

  191. Sandeep Kumar says:

    I am facing some error, when i tried to nominee. Tried several times to update but failed.
    One error that appearing presently is as – “Request Timeout” & “Service Unavailable”.

    • Shruthi says:

      Hi Sandeep, could you please clear the browser cache and do a hard refresh by pressing Ctrl + Shift + R, and check from a different browser as well. If you still face any issues then please create a ticket at https://support.zerodha.com/ so our team can have this checked.

  192. MAMTHA says:

    In nominee adding online it was not allowing just first name but nominee have only first name in all the proof and kite app was not allowing only first name i needed to enter last also.
    So what is the solution?

    • Shruthi says:

      Hi Mamtha, you can enter a “.” in the last name category since it is a mandatory field and cannot be left blank. If you still face any issues, please create a ticket at support.zerodha.com so our team can assist you.

  193. Sumedh Dhakre says:

    If Failed to e-sign error is displayed while completing the online process, upload an alternative ID proof or remove the password protection and upload a file without a password.

  194. Chandrakanti Behera says:

    Sir when I add my nominee details..to attached proof aadhar card it not taken & error found.. the service not available..pls do needful sir…

  195. mrityunjoy sarkar says:

    what a crap two times I applied for nominee addition, once you rejected by saying document not clearly visible and second time you rejected saying my a/c inactive. how today also I bought shares and my a/c has never been inactive. what is your problem? there is living human on phone to answer and u have put only limited specific options to choose from in your bots. RU playing games. I’m going to SCORES for all your nonsense. shame

  196. Alokesh says:

    My mother is my nominee. She doesn’t know how to use email. And online form don’t let me register her name as my demat nominee without any email.

  197. Sudhakara says:

    “remove the password protection and upload a file without a password” OMG
    any reason for not removing option from 2021 till now

  198. Shivangi Agrawal says:

    I added the nominee on 17th March But still they show processing and according to the website 72 hours are taking to check the whole process. Then why they show processing???t

  199. Sudhir N Shenoy says:

    Nomination made online for the accounts of my brother, Mother and Sister in law were all rejected,
    Status simply says “Rejected” without assigning any reasons. If a line of the reason for rejection is mentioned we will know what it is that we are not doing right

    What should I do to know the reason for rejection?

  200. rani mahesh manure says:

    Thank you zerodha for this most awaiting feature of adding nominees online.

  201. rani mahesh manure says:

    I added the nominees 26march, 2023,Thank you zerodha for this most awaiting feature of adding nominees online.

  202. Gaurav Madeel says:

    how much days it took to complete the process in your account ? It has been more than 13 days my nominee adding status shows “in Processing” and last date is 31 march.

  203. Rahul mangal says:

    Sir ji, I don’t want to add currently till 31st March. I could add may be next year my nominee.
    Do i have to worry Please reply ?

    • Shruthi says:

      Hi Rahul, if you do not have nominee/s added to your account and do not wish to add nominees to your account. We have already notified the exchanges/depositories of your preference. No action is needed from you for the email you’ve received, as this has already been taken care of.

      However, we strongly recommend you add a nominee. https://t.co/6yUZjIekw9

  204. Satya says:

    Hi sir i wanted to opt out nominee
    What to do in zerodha for this option opt out .

    • Shruthi says:

      Hi Satya, if you do not have nominee/s added to your account and do not wish to add nominees to your account. We have already notified the exchanges/depositories of your preference. No action is needed from you for the email you’ve received, as this has already been taken care of.

      However, we strongly recommend you add a nominee. https://t.co/6yUZjIekw9

  205. VIJAY says:

    aadhar e-sign error

    • Shruthi says:

      Hi Vijay, could you please create a ticket at support.zerodha.com with details of the issue, so we can have this resolved at the earliest?

  206. Murugan Saranya says:

    Added my nominee on 2023-03-21 at 11:43:26 but still shows the status as processing

    • Shruthi says:

      Hi Saranya, due to the high volume of requests, processing nominee addition requests may take up to 5 days. Your account will remain operational regardless.

  207. MOHUA CHOWDHURY says:

    Nominee name wrongly updated for my account, now I am trying to change the nominee details but there is no option under my dashboard profile as ADD OR CHANGE NOMINEE.
    Could you please advice.

    • Shubham says:

      Hi Mohua, we’re sorry about this. Only the following existing nominee(s) details can be modified online: Date of birth (DOB) of the nominee, Address, Relationship, Email ID, and Mobile number. To update these details, please follow the process given here. If you want to delete the existing nominee or change other details, you will have to follow the offline procedure.

  208. Vemanna T says:

    Nominee details not update in zerodha consol website, error updating nominee will be show,please sallow this problem

    • Shruthi says:

      Hi Vemanna, please clear the browser cache and do a hard refresh by pressing Ctrl + Shift + R, and check from an alternate browser too. If the issue persists, please create a ticket here so our team can assist you.

  209. Suresh Kumar sharma says:

    I did not find the option for add nominee. Plz help

  210. mahesh chand says:

    Respected sir
    Nominee details not update in zerodha consol website, every time your side rejected, kindly add my nominee & nominee will be show,please sallow this problem

    • Shubham says:

      Hi Mahesh, sorry to hear this. Please create a ticket at support.zerodha.com so our team can check and this this resolved at the earliest.

  211. sasi p says:

    im nominee uploadig document this message shown ” Error updating nominee: Failed to esign” how reedify

  212. Loganathan says:

    Hi sir iam 3 time upload nominee details Rejected is coming sir kindly support me sir please this is my humble request sir
    B.Loganathan

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