To update the address follow the below steps
Login with your credentials
Click on Profile>> Trading profile
Click on change address against the address updated
Follow the further process to complete the address updation
To help more click on the Video to view the updation process

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• Name can be changed/updated in your account based on below scenarios:
• Name change on account of marriage : You need to submit a request letter duly signed by holder whose name is changing alongwith self-attested copies of any of the documents i.e. Marriage certificate or Copy of Passport showing husband's name or Publication of name change in official gazette.
• Name change on account of any other reason : You need to submit a name correction request letter duly signed by holder whose name is changing alongwith self-attested copies of any of the documents i.e. Publication of name change in official gazette.
• The above documents should be verified with the originals and can be submitted to any of the nearest branch.

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Nominee(s) can be added to the Sharekhan account online if the mobile number is linked to Aadhaar. To add a nominee online, follow these step
Login in the trading account with your credentials
Click on Profile>> Trading Profile
Click on Add/Edit Nominee
Select whether you wish to opt for nominee
Enter Nominee details & select the percentage of share accordingly
If the Nominee is minor add gurdian details.
Click on save and continue
Proceed to E-sign and click on send OTP
Enter the OTP and verify.
Once the verification is done the Nominee will get updated.
To help more click on the Video to view the updation process.

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To change the Email id follow the below steps
Login in the trading account with your credentials
Click on Profile>> Trading Profile
Click on Edit button provided against your registered Email id
Add your new Email id and Relationship and click on Send verfication code
Enter the OTP to verify.
Once the verification is successful the new email id will get updated.
To help more click on the Video to view the updation process.

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To change the mobile number follow the below steps
Login in the trading account with your credentials
Click on Profile>> Trading Profile
Click on Edit button provided against your registered mobile number
Add your new mobile number and Relationship and click on Send verfication code
Enter the OTP to verify.
Once the verification is successful the new mobile number will get updated.
To help more click on the Video to view the updation process.

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Click here to change your secondary bank as default online with minimal effort. To help you more click on the Video to watch the change process.

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In order to delink a bank account from your Sharekhan trading account, Click here and follow below steps.
1. Click on Bank Details Tab and it will display the details of Bank linked with your account.
2. Click on Delete option for the bank which you want to delink and confrim.
3. After successful completion of this process, refresh the page and bank will be delinked from your account.

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Banks can now be updated with minial efforts through online, just Click here to update bank details. To help more click on the Video to view the updation process.

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To change the default bank, you are requested to contact your branch / RM or call Customer Service on 022-25753200/25753500 / write to myaccount@sharekhan.com.

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Name change on account of marriage Name can  be changed by submitting a request letter duly signed by the holder whose name is changing alongwith self attested copies of any of the below documents : Marriage certificate or Copy of Passport showing husband’s name or  Publication of name change in official gazette The above documents should be verified with the originals and can be submitted to any of the nearest branch. Name change on account of any other reason Name can be changed by submitting a request letter duly signed by the holder whose name is changing alongwith self attested copies of any of the below documents : Publication of name change in official gazette The above documents should be verified with the originals and can be submitted to any of the nearest branch.

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To update your signature in our records you need to submit a duly signed Change in Signature Form. Furnish an Identity proof of the holder along with verified stamp from any of our branch/franchisee. Your banker should duly attest the new signature. (Bank Verification Stamp along with designation & code number needs to be clearly mentioned). Reason for change in signature needs to be specified.

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In order to add or change the Nominee in your Demat account, you will have to fill a Nomination form and submit along with a photograph of the nominee which has to be signed across. Signatures of the Account holders, nominee and two witnesses are also required in the form. You may submit the necessary documents to any of our nearest branch.

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Click here to check the Trading account details.

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The 'Delivery Instruction Slip (DIS) Books' for NSDL/CDSL are issued to you at the time of account opening in the welcome kit. If the same has been fully utilized then for issuance of a new 'Delivery Instruction Slip Book' (NSDL/CDSL) you will have to submit a duly signed 'Requisition Slip' to any of our nearest branch. Incase  the requisition slip has been lost/misplaced or the DIS book (TIFD/IDT) has been lost/misplaced, hence you will have to submit the following documents at our nearest branch for issuance of a new DIS Booklet: 1. Written application signed by all the account holders stating the reason and request along with the Client Id (Demat A/c No.). You would also need to specify whether the request is for NSDL DIS booklet or CDSL Inter-depository DIS booklet or for both. 2. Copy of latest DP Transaction cum billing Statement 3. Copy of an Identity Proof. Only on the basis of the Requisition Slip, a new DIS booklet will be issued to you. On receipt of the request, we shall dispatch the new DIS booklet to your registered mailing address via courier within a week's time.

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Click here to know the procedure for linking bank account in your account.

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To activate your trading account for F&O segment, you need to fill F&O mandate form and submit the same along with income proof as listed below: List of Income proof: 1. DP Holding statement – Latest statement with holding value greater than Rs. 25,000/-. 2. Copy of the ITR acknowledgment – Latest ITR acknowledgment with  total value of annual income greater than Rs. 1.20 Lakhs 3. Copy of Form 16 – Latest document with total value of annual salary greater than Rs. 1.20 Lakhs. 4. Salary Slip – Latest salary slip with value of monthly salary greater than Rs.10,000/- per month. 5. Net-worth Certificate – Latest Net-worth certificate issued by any practicing Chartered Accountant with value of net-worth greater than Rs. 1.20 Lakhs. 6. Copy of Annual Accounts -  Latest annual account statement with annual income greater than 1.20 Lakhs. 7. Bank Statement – Latest 6 months bank statement with value of atleast one transaction greater than Rs. 10,000/- and the current closing balance in the statement should be Rs. 10,000/-. In case every month there is a credit of salary in the account which satisfies the criteria specified above (> Rs.10,000/- per month), then the account closing balance in the bank account can be less than Rs.10,000/-. Note: 1. F&O mandate form is onetime requirement, however  in order to continue trading in F&O segment, INCOME PROOF has to be submitted every year. 2. Trading account holder should be the first holder in the income proof submitted by the client. 3. Kindly note that the income proof must be self attested.

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To activate your trading account for F&O segment, you need to fill F&O mandate form and submit the same along with income proof as listed below:List of Income proof: 1. DP Holding statement – Latest statement with holding value greater than Rs. 25,000/-. 2. Copy of the ITR acknowledgment – Latest ITR acknowledgment with  total value of annual income greater than Rs. 1.20 Lakhs 3. Copy of Form 16 – Latest document with total value of annual salary greater than Rs. 1.20 Lakhs. 4. Salary Slip – Latest salary slip with value of monthly salary greater than Rs.10,000/- per month. 5. Net-worth Certificate – Latest Net-worth certificate issued by any practicing Chartered Accountant with value of net-worth greater than Rs. 1.20 Lakhs. 6. Copy of Annual Accounts -  Latest annual account statement with annual income greater than 1.20 Lakhs. 7. Bank Statement – Latest 6 months bank statement with value of atleast one transaction greater than Rs. 10,000/- and the current closing balance in the statement should be Rs. 10,000/-. In case every month there is a credit of salary in the account which satisfies the criteria specified above (> Rs.10,000/- per month), then the account closing balance in the bank account can be less than Rs.10,000/-. Note: 1.       F&O mandate form is onetime requirement, however  in order to continue trading in F&O segment, INCOME PROOF has to be submitted every year. 2. Trading account holder should be the first holder in the income proof submitted by the client. 3. Kindly note that the income proof must be self attested.

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As per regulatory requirement, submission of Income proof is mandatory for dealing in F&O segment. F&O mandate form is onetime requirement, however  in order to continue trading in F&O segment, INCOME PROOF has to be submitted every year. Click here for detailed information.

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You can submit the form to nearest branch.

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Click here to check the profile details updated for IPO application.

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Click here to view sample of KYC form.

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In order to link / Change a bank account to your Sharekhan trading account you will have to fill in the Client Master Form and submit the same along with a signed cancelled cheque leaf of the bank account that needs to be linked. Please ensure that the cheque leaf submitted for linking the bank account is a personalized one i.e. your name should be printed on the cheque leaf. In case the cheque leaf is not a personalized one then you will also have to submit a copy of your latest bank statement or a copy of the passbook along with a signed cancelled cheque leaf for linking the bank account. You may submit the necessary documents to our nearest branch or franchisee. (Contact us) Note: It is mandatory to fill in your Mobile No. & Email id in the Client Master Form.

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FATCA stands for the Foreign Account Tax Compliance Act. FATCA is a United States (“US”) legislation that primarily aims to prevent tax evasion by US taxpayers by using non-US financial institutions and offshore investment instruments. Click here to know more about FATCA.

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To change the default bank, you are requested to contact your branch / RM or call Customer Service on 022-25753200/25753500 / write to myaccount@sharekhan.com.

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To link bank details in MF account, please ensure to select 'Update bank in Mutual Fund” if any, invested through Sharekhan in the Client Master Form and submit the same along with a signed cancelled cheque leaf of the bank account. Please ensure that the cheque leaf submitted for linking the bank account is a personalized one i.e. your name should be printed on the cheque leaf. In case the cheque leaf is not a personalized one then you will also have to submit a copy of your latest bank statement or a copy of the passbook along with a signed cancelled cheque leaf for linking the bank account. Note: - Also you are requested to please fill in your Mobile number and Email id in the form which is mandatory. You may submit the necessary documents to our nearest branch.

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MFSS Mode: Customer profiles as updated in a DEMAT a/c is used by RTA for all investments done via MFSS mode. Hence for any changes in a customer's profile has to also be made in his demat profile. Click here to know the procedure for changing the profile in demat a/c. RTA Mode: A Customer profile as updated in MF a/c is sent to RTA for all investments done via RTA mode. Except bank details and Nomination details all successful requests received via client master changes forms are by default updated in Mutual Fund profile of the customer. Bank Change Request: Bank change request will be forwarded to RTA only if customer have submitted the client master change form along with the required documents and have clicked on “Update Bank in Mutual Fund”.

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As per norms a duly signed physical Client Master Form form mentioning your Customer ID, Mobile number and E-mail address needs to be submitted to any of our share shops in order to update the mobile number changes in your Mutual Fund Account Statements / Records against your Online MF holdings applied through a Registrar and Transfer Agent (RTA).

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Click here to know the procedure for linking bank account in your account.

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In order to add or change the Nominee in your Demat account, you will have to fill. a Nomination form and submit along with a photograph of the nominee which has to be signed across. Signatures of the Account holders, nominee and two witnesses are also required in the form. You may submit the necessary documents to any of our nearest branch. Please note upto 3 nominees can be added in the account.

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Click here to get the phone id on your registered mobile number and email id.

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Click here to check the bank details mapped in your account.

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Click here to download the form for declaration of non availability of the mobile and email id.

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In order to change the address in our records you will have to fill in the Client Master Form and submit it along with a copy of an address proof and a copy of a proof of Identity which needs to be verified with the originals from any of our branch or franchisee. Any of the below documents may be submitted as Proof of Address: Photocopy of Ration card. Photocopy of Valid Passport (Page containing the date of expiry also to be attached). Photocopy of Voters Identity card. Photocopy of Valid Driving License (Page containing the date of expiry also to be attached). Photocopy of Landline Telephone. (Should not be more than 2 months old) Photocopy of Electricity bill. (Should not be more than 2 months old) Photocopy of Lease-License / Purchase Agreement. Photocopy of Bank Passbook. Photocopy of latest Bank statement. (Latest quarter ended). Any of the below documents may be submitted as Proof of Identity: A copy of Passport. Voters Id Card. Driving License. PAN card with photograph. Please note that in case you are providing a bank statement as address proof you need to self attest the same. Also the statement should be the latest statement bearing one quarter’s transactions. Your address along with the banks address needs to be mentioned on the statement provided. You need to submit an original signed cancelled cheque leaf along with the bank statement. Note: It is mandatory to fill in your Mobile No. & Email id in the Client Master Form. You may submit the necessary documents to our nearest branch or franchisee. (Contact us).

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In order to link / Change a bank account to your Sharekhan trading account you will have to fill in the Client Master Form and submit the same along with a signed cancelled cheque leaf of the bank account that needs to be linked. Please ensure that the cheque leaf submitted for linking the bank account is a personalized one i.e. your name should be printed on the cheque leaf. In case the cheque leaf is not a personalized one then you will also have to submit a copy of your latest bank statement or a copy of the passbook along with a signed cancelled cheque leaf for linking the bank account. You may submit the necessary documents to our nearest branch or franchisee. (Contact us) Note: It is mandatory to fill in your Mobile No. & Email id in the Client Master Form.

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Click here to get the RM details.

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You are requested to contact your mapped branch.

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