How can I change my email or mobile number registered with the AMC, for my Coin investments?
If you have updated your phone number, email id, address, or your bank account number with Zerodha, the details get captured with CDSL (our depository). Although the depository shares such details with the respective RTAs (CAMS/Kfintech), they do not capture the details correctly at their end as they don’t have a well-defined structure to record modified details of an investor whose units are held in Demat mode. Hence, you may find some discrepancy when you verify a few details on the respective AMC’s website.
This shouldn’t cause concern for units held in Demat mode. All such details have to be recorded correctly at the depository. You can verify these details in your profile section on Console.
Just like the other details, the KYC may not be updated with the AMC/RTA. You can check the status of your KYC on the CVL KRA website by entering your PAN number.
Your Mutual funds are held in DEMAT form in Coin. Hence, the nomination applicable for your Demat account will be applicable for your mutual fund holdings as well. Since RTAs and AMCs do not have a well-defined structure for investments in Demat mode, the nominee details might not be captured correctly. Therefore, you might not be able to view it on the RTA or the AMC's website.
Refer to this article to know the procedure to add a nominee to your Trading and Demat account.