How to add nominee in hdfc securities?

2 answer(s)
Answer # 1 #

Adding a nominee to your HDFC Securities demat account can be done online easily:

  1. Log in to your HDFC Securities account
  2. Go to "Services""Demat""Nomination"
  3. Click "Add Nominee"
  4. Fill nominee details: Name, relationship, date of birth, address
  5. Upload supporting documents: Nominee's photo ID and address proof
  6. Submit the application

You'll need to digitally sign the application using your net banking password. The process takes 2-3 working days to be updated in your records. You can add multiple nominees and specify percentage allocation for each. This is super important to ensure your investments are transferred smoothly to your loved ones if something happens to you.

[8 Day]
Answer # 2 #

I just added a nominee to my HDFC Securities account last month! Here's the step-by-step process I followed:

  • Logged into HDFC Securities website (can't do this through the mobile app)
  • Went to: Services → Demat Services → Nomination
  • Clicked "Add/Modify Nomination"
  • Filled in my nominee's details including:
  • Full name
  • Relationship to me
  • Date of birth
  • Address
  • Percentage share (if multiple nominees)
  • Uploaded scanned copies of my nominee's PAN and Aadhaar
  • Verified using net banking password

The status showed "Under Process" for 2 days, then I received email confirmation. Much easier than the old physical form process! Definitely recommend doing this - it gives peace of mind that your family can access your investments if needed.

[7 Day]