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What is the process to claim shares and funds after the death of a Tradejini account holder?

To claim shares and funds after the demise of a Tradejini account holder, please follow these steps:

  1. Complete the Transmission Form if you are a nominee (Transmission with nominee). If no nominee was designated, then (Transmission without nominee) this form must be filled out.
  2. Submit the original or notarized Death Certificate.
  3. Provide a self-attested Holding Statement of the deceased account  by the nominee or legal heir if no nominee was updated.
  4. Provide succession certificate (When there is no nomination).
  5. Mandatory to Furnish the PAN number of the deceased person.
  6. Self-attested copies of the nominee's PAN and Aadhaar.

For further assistance or inquiries, please connect with our support team by emailing to us at help@tradejini.com


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