How to Add a Nominee in Your Angel One Account? Step by Step Guide

Q: Why should I add a nominee?

Below are a few reasons why you should appoint a nominee. Keeping the nominee updated makes the transfer of securities easy in case of an unfortunate event. Saves your relatives the hassle of collecting and submitting multiple documents like NOC and affidavits to the authorities.

Q: How many nominees can I appoint?

At Angel One, you can appoint a maximum of 3 nominees. However, the percentage total assigned to the nominees should be 100%.

Q: How can I remove a nominee?

To remove a nominee, you need to choose opt-out in the ‘Nominee’ Section after logging in.

Q: Can I change a nominee?

Yes, you can add or delete a nominee through our app.

Q: Who can I appoint as a nominee?

Nominee can be your: Father Mother Spouse Siblings Children Minor, provided details of their guardian are also added Anyone Please note that non-individuals like a Corporation, Karta of HUF, or the society can’t be appointed as a nominee.

Step 1: Go to the ‘Account’ Section after logging in

Step 2: Click on your initials on the top right corner

Step 3: Click on ‘View All Categories’ under ‘Personal Details’

Step 4: Go to ‘Nominee’

Step 5: Choose ‘Opt-in’ and click on ‘Add Nominee’

Step 6: Enter Nominee details like Name, Date of Birth, PAN No., Share Percentage and Relationship with Nominee

Step 7: If you want to add more than 1 nominee, click on ‘Add Nominee’ and repeat ‘Step 6’

Step 8: Click on the ‘Submit eSign’ button after adding all the necessary details

Step 9: To complete the eSign process, give your VID or Aadhaar Number and authenticate the same by entering the OTP sent to the mobile number linked to your Aadhaar

We will update the nominee after reviewing your request.

How to delete a nominee?

Step 1: Go to the ‘Account’ Section after logging in

Step 2: Click on your initials on the top right corner

Step 3: Click on ‘View All Categories’ under ‘Personal Details’

Step 4: Go to ‘Nominee’

Step 5: Choose ‘Opt-out’ and click on ‘Proceed for eSign’

Step 6: To complete the eSign process, give your VID or Aadhaar Number and authenticate the same by entering the OTP sent to the mobile number linked to your Aadhaar