How to Add or Change a Nominee in Your Angel One Demat Account
Published 2026-10-16 · Aadarna Stock Broking Pvt. Ltd.
Unofficial guide. Written by Aadarna Stock Broking Pvt. Ltd., an Authorised Person of Angel One Ltd., to help account holders. App screens and menu names change with updates, so follow the steps shown in your app. For official help, visit the support section of angelone.in.
Key takeaways
- A nominee makes it far easier for your family to receive your securities if something happens to you.
- You can usually add or change a nominee online with Aadhaar-based e-sign.
- You may be able to name more than one nominee and set each one's share.
- Check your depository statement afterwards to confirm the update.
Nomination is one of the most important and most neglected steps for investors. Without a nominee, your family may have to go through a longer and more document-heavy process to claim your investments. This guide explains how nomination works and the general steps to update it in an Angel One account.
App menus change over time, so follow the current steps in the Angel One app or the support section of angelone.in.
What a nominee is
A nominee is the person you name to receive the securities in your demat account if you pass away. On a claim, the holdings are transferred to the nominee through a process called transmission, which is much simpler when a valid nomination exists.
Nomination is separate for your demat account and for each mutual fund folio. Updating one does not update the others.
What you will need
- The nominee's full name and relationship to you.
- Identification details for the nominee, as asked in the form, such as PAN, Aadhaar (last digits) or another ID.
- The nominee's address and contact details, if requested.
- If the nominee is a minor, details of a guardian.
- Your Aadhaar-linked mobile number for e-sign.
General steps
- Log in to the Angel One app or website.
- Open your profile or account details and find the nominee section.
- Choose to add a nominee or modify the existing one.
- Enter the nominee's details. If adding more than one nominee is allowed, set the percentage share for each.
- Review the details carefully.
- Complete the e-sign using the OTP sent to your Aadhaar-linked mobile number.
- Wait for confirmation that the nomination has been updated.
Confirming the update
After the update is processed, check that the nominee is recorded correctly. Your account details in the app should show the nominee, and your statement from the depository (CDSL) will reflect the nomination status. If anything looks wrong, raise it with Angel One support with a screenshot of the error.
How nomination helps your family
When an account holder passes away, the nominee applies for transmission with a claim form and a copy of the death certificate, along with their own KYC. With a valid nomination, the process is usually straightforward. Without one, legal heirs may need documents such as a succession certificate or other legal proof, which can take much longer and cost more.
A few minutes spent updating your nominee today can save your family months of paperwork later. It is one of the simplest and most caring financial steps you can take.
Choosing not to nominate
You can choose to opt out of nomination, but the process asks you to confirm that choice explicitly, and the consequence is that your legal heirs will need more documents to claim your holdings. For most people, adding a nominee is the safer choice for their family.
Good habits
- Review your nominee after major life events such as marriage, the birth of a child or a death in the family.
- Tell your nominee where your investments are held, or keep a simple record they can find.
- Update nominees in your mutual fund folios and bank accounts too.
- Never share your e-sign OTP with anyone helping you; complete it yourself.
Frequently asked questions
Is there a charge to change the nominee?
Check Angel One's current tariff. Nomination updates are often processed online, and any applicable charge is shown before you confirm.
Does the nominee become the owner while I am alive?
No. You remain the sole owner. The nominee only receives the holdings through transmission after the account holder's death.
Can Aadarna update my nominee for me?
We can guide you through the steps, but you must complete the e-sign yourself in your own account. We will never ask for your OTP.