How to Add Nominee Details in Kotak Securities Mutual Fund Profile?

At the time of buying Mutual Fund through Kotak Securities Trading account, by default, it will ask you to fill  Nominee details for the Folio. 

Will discuss here the procedure to update Nominee Details in Mutual Fund profile.

Login to your Kotak Securities Trading Account to proceed further.

After login to Kotak Securities Account, you have to mouse over on “My Account” Section.

Then you have to click on  ” Service request” from Mutual Fund Section.

How to Add Nominee Details in Kotak Securities

You will redirect to a new page, where you have to select on “Nominee”. 

service request for mutual fund

nominee addition

You can create a Default Nominee to all mutual fund by filling this form. 

After filling this form, you have to generate a PDF and send that to Kotak Securities Mumbai Office or submit to any Nearest Branch of Kotak Securities. 

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