To change/add a nominee for your mutual fund investments made through FundsIndia, all you need to do is:
- Login to your FundsIndia account
- Click on 'My accounts'
- Select 'Manage accounts' from the left menu
- Click on 'Add / Change Nominee'
You will be taken to a page that will allow you to add a new nominee or change your existing nominee across all your folios. Just choose the investor account for which the change has to be made, and fill in the required fields below.
A document will be generated and made available in the 'Downloads' section of your account. Please print this document, and send the same to us. The document must be signed by both, you and your nominee.
Note: DSP BlackRock, ICICI Prudential, IDFC Mutual Fund, Goldman Sachs Asset Management, SBI Mutual Fund, and TATA Mutual Fund use their own prescribed format for updating nominee details.
To update your nominee information in funds of these fund houses, please contact the respective fund house or our support team for forms in the prescribed format. You will then need to send this form to us along with the document made available in the downloads section of your account.