- To register nominee details for KARVY, follow these steps:
Detailed YouTube video: https://www.youtube.com/watch?v=3lrNEWx1gKY&t=0s
Step 1: Click on the Karvy link here and enter your PAN, mode of holdings, and registered mobile number/email ID. Generate & Validate the OTP to view all your holdings under KFintech.
Step 2: Select the folios under which you wish to register the nominee and click on 'Opt in Nomination'
Step 3: Select the number of nominees you want to add and fill in their details as Name, PAN, % of allocation, relation and DOB. Click on Save button.
Step 4: Now click on Generate OTP button and enter the same in the given box to submit the data. A success pop-up will indicate that the nomination has been updated successfully.
- To register nominee details for CAMS, follow these steps:
Detailed YouTube video : https://www.youtube.com/watch?v=3lrNEWx1gKY&t=59s
Step 1: Click on the CAMS Link here and select Nomination Opt-In/Opt-Out. Enter your PAN, select AMC, and login via OTP (Mobile/Email).
Step 2: Choose Mode of Holding and Request Type as 'Register Nominee' to view all your investment details. Now select the folios under which you wish to register the nominee. Click on Proceed.
Step 3: On the Nominee Details page, click on Add option present in the right corner against the selected folio.
Step 4: Fill in the nominee's details such as Name, DOB, percent of allocation, and relation.
Step 5: Click on OK Button. You can also add the same nominee details across all the selected folios by clicking on YES on the dialog pop up box.
Step 6: Click on Submit button and proceed to OTP. Enter the same in the given box. Once submitted, a success pop-up will indicate that the nomination has been updated successfully.
In case of any queries please contact our Customer Support:
+91 8824242424
care@choiceindia.com