​Mutual funds purchased through CubePlus are held in demat form. Therefore, the nominee registered for your demat account will also apply to your mutual fund investments. You do not need to add a separate nominee specifically for mutual funds.

Nominee details are collected during the account opening process as part of your eKYC. If you chose not to add a nominee at that time, you can update it anytime through Tradejini’s online ReKYC portal.

It is strongly recommended to add a nominee to your demat account to ensure smooth transmission of assets in case of unforeseen events.

If a nominee is already added to your demat account, you can ignore any nomination reminders from the Asset Management Company (AMC). Not sure if you’ve added a nominee? You can check and update it easily through the ReKYC portal.

Who will inherit your mutual fund investments?​