https://v2.webnotes.in/tags/demat-account-nominee/Recent content in Demat Account Nominee on WebNotesHugoen-INTue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-add-nominee-zerodha/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-add-nominee-zerodha/<p>This guide explains how to add one or more nominees to a Zerodha demat and trading account through the Console back-office portal, covering the SEBI mandate on nominee registration, the details required for each nominee, and the Aadhaar e-sign process.</p> <aside class="callout callout--key" role="note"> <strong class="callout__label">Prerequisites</strong> <div class="callout__body"><ul> <li>An active Zerodha account (demat and trading segments active).</li> <li>The nominee&rsquo;s full name, date of birth, relationship to the account holder, and residential address.</li> <li>The nominee&rsquo;s PAN (recommended by SEBI; not compulsory but simplifies the transmission claim process).</li> <li>The Aadhaar OTP for the account holder (sent to the Aadhaar-registered mobile number) is required to complete the nomination via e-sign.</li> <li>SEBI mandated nominee registration or opt-out declaration for all existing demat accounts by a specified deadline. Accounts without a nomination or explicit opt-out are frozen for debit transactions. If the account is currently frozen, adding a nominee will unfreeze it.</li> </ul> </div> </aside> <hr> <h2 id="step-by-step-procedure">Step-by-step procedure</h2> <h3 id="step-1-understand-the-nominee-rules-under-sebi">Step 1: Understand the nominee rules under SEBI</h3> <p>SEBI issued a circular in 2022 requiring all demat account holders to either register a nominee or explicitly opt out of nomination. Accounts that did neither were frozen for debit transactions (i.e., selling securities or making transfers was blocked, though dividend credits continued).</p>