Putting Nominee For Your Investments

Adding a nominee under SEBI Form SH-13 (or opting out via SH-14) is mandatory for every folio. Without it, a transmission request after the holder’s death falls back to the full succession-certificate / probate route — expensive, slow, and emotionally draining for the family.

We register the nominee details across every RTA in a single batch so the family doesn’t need to repeat the exercise for each folio later.