How can I add or update a nominee in my Angel One account?

By PriyaSahu

To add or update a nominee in your Angel One account, log in to your account, go to the nominee section, fill in the nominee details like name, relationship and share percentage, upload documents if asked, and submit. Your nominee details will be updated quickly and securely.



What is a nominee and why is it important?

A nominee is the person you choose to receive your investments if something happens to you. Adding a nominee is important because it ensures your investments are safe and go to the right person quickly, without delay or legal complexities.



How to add a nominee in your Angel One account?

Follow these simple steps:

  1. Login to the Angel One app or website.
  2. Go to ‘My Profile’ or ‘Nominee’ section.
  3. Click ‘Add Nominee’.
  4. Enter nominee name, relationship, DOB and share percentage.
  5. Upload nominee’s photo and ID proof (like Aadhaar or PAN).
  6. Review details and click ‘Submit’.

Your nominee will be added right away.



How to update or change nominee details?

To update nominee details, go to the same ‘Nominee’ section:

  • Select the existing nominee’s name.
  • Click ‘Edit’ to change details like name, relation, percentage or documents.
  • Upload any new ID proof if needed.
  • Click ‘Save’ to update.

Changes take effect immediately after submission.



Who is eligible to be a nominee?

Any person of legal age (18+) and with valid ID (PAN/Aadhaar) can be a nominee. You can nominate your spouse, child, parent, sibling or anyone you trust, ensuring your investments are handled as per your wishes.



Can I add more than one nominee?

Yes, you can add multiple nominees and assign percentage shares to each. For example, you can assign 50% to your spouse and 50% to your child. Make sure the total is 100%.



What if nominee details are wrong or missing?

If details are wrong or missing, update them immediately in the Nominee section. Keeping nominee details accurate ensures your investments are legally secured and passed on smoothly when needed.



How soon does nominee update reflect?

Nominee updates reflect immediately after submission. You can check the updated nominee name and details in your profile page under the Nominee section.



Contact Angel One Support at 7748000080 or 7771000860 for nominee setup, Demat account or trading queries.

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