Process for Adding or Updating Nominee Details in an Axis Mutual Fund Folio
Investors can register, add, modify, or change nominee details in their mutual fund folio at any time. Nomination helps ensure a smooth transmission of units to the nominated individual(s) in the event of the investor's demise. Below is the process to add a spouse and/or child as nominees in an existing folio.

1. When Can Nominee Details Be Added or Updated?
· At the time of new investment or folio creation.
· Any time during the lifetime of the folio through a nominee addition or modification request.
· After important life events such as marriage, birth of a child, or change in family circumstances.

2. Steps to Add New Nominee(s)
A. Submit a Nomination Addition / Modification Request
1. Contact Axis Mutual Fund:
· Reach out through Investor Services, the official website, branch office, authorized service center, or customer support channels.

2. Complete the Nomination Form:
· Provide folio details.
· Specify nominee information including name, relationship, date of birth, and allocation percentage (if multiple nominees are being registered).
· Ensure all details are entered accurately to avoid processing delays.

3. Submit Required Documents:
· Self-attested Aadhaar Card of the primary investor.
· Marriage Certificate (for addition of spouse as nominee).
· Birth Certificate of child (for addition of child as nominee).
· Any additional supporting documents if requested during verification.

4. Verification and Processing:
· Axis Mutual Fund will verify the submitted documents and nominee information.
· Incomplete documentation may result in the request being placed on hold pending clarification