Mutual Funds
Add / Update Nominee
Three digital portals
MF Central — Quick steps
- PAN → OTP login.
- Select folios → choose Opt-In or Opt-Out.
- Opt-In ⇒ add up to 3 nominees; set % share so total is 100.
- Aadhaar e-Sign → download/save confirmation PDF.
KFintech — Nominee Update
- Open KFintech Nominee Updation.
- Enter PAN → captcha → Generate OTP (registered email/mobile).
- Select holding mode and choose the folios to update.
- Pick Opt-In (add nominee) or Opt-Out.
- Opt-In ⇒ add up to 3 nominees, set % (must total 100). For a minor, add guardian.
- Review → Confirm → complete OTP/e-Sign if prompted.
- Success message shown; keep the email/SMS acknowledgement.
CAMS — Nomination Opt-In / Opt-Out
- Open CAMS Nomination
- Enter PAN → captcha → Generate OTP (registered email/mobile).
- Select holding mode and choose the folios to update.
- Pick Opt-In (add nominee) or Opt-Out.
- Opt-In ⇒ add up to 3 nominees, set % (must total 100). For a minor, add guardian.
- Review → Confirm → complete OTP/e-Sign if prompted.
- Success message shown; keep the email/SMS acknowledgement.
- SEBI will freeze folios without a nominee or explicit opt-out after 15 Dec 2025. Update yours now to stay compliant.