You can change the name in your Zerodha account by first updating your name with the Income Tax Department (ITD) and then submitting required documents to Zerodha.
Zerodha fetches the name on your account from the Income Tax Department (ITD), not from the documents you submitted to open your account, so the name may differ between your Zerodha account and your submitted documents. To update the name on your account as per your submitted documents, you must first update the name on the ITD.
After you update the name on the ITD, you must provide certain documents to Zerodha. Your signature on these documents must match the signature you provided while opening your account.
If you are completing the process offline, your address proof must match the address you provided in the KYC or modification forms. If it does not match, do not fill in the address on the KYC or modification forms.
Documents required by type of name change
- Minor change in the name
- Change in the father's or the mother's name
- Name change due to marriage or divorce
- Change in name for any other reason
-
Removal of middle and last name
Minor change in the name
You can make minor corrections to your name by visiting
account.zerodha.com
and completing the re-KYC process. If your name doesn't match the Income Tax Database, you'll be prompted to enter your correct name and date of birth, then follow the on-screen instructions.
Submit any one of these documents to complete the process online:
- Passport
- Driving Licence
- Voter ID
Examples of minor corrections:
- Spelling correction (For example, Avinas Chandra to Avinash Chandra)
- Name interchange (For example, Ganesh Nayak to Nayak Ganesh)
- Addition of middle name (For example, Varun Mahesh to Varun Siriyuru Mahesh)
- Expanding initials and vice versa (For example, Shamu H to Shamu Haris)
Your Aadhaar must be linked to your mobile number to complete this online. If your Aadhaar is not linked, you can courier the following documents to Zerodha:
| Type of document | Requirements |
| Account modification form and KYC | |
| Annexure B | |
| PAN |
|
| Address proof |
|
Change in the father's or the mother's name
You can make changes in your father's or mother's name by visiting account.zerodha.com and completing the re-KYC process. Your Aadhaar must be linked to your mobile number to complete this online. If your Aadhaar is not linked, you can courier the following documents to Zerodha:
| Type of document | Requirements |
| Account modification form and KYC | |
| PAN |
|
| Address proof |
|
Name change due to marriage or divorce
Changes in name due to marriage or divorce can only be updated offline. Courier the documents mentioned in the table below:
| Type of document | Requirements |
| Account modification form and KYC | |
| Annexure B | |
| PAN |
|
| Address proof |
|
| Additional documents (anyone) |
|
Change in name for any other reason
Changes in the name for any other reason can only be updated offline. Courier the documents mentioned in the table below:
| Type of document | Requirements |
| Account modification form and KYC | |
| Annexure B | |
| PAN |
|
| Address proof |
|
| Publication |
|
Removal of the middle and last name
The table below shows the documents required to remove the middle or last name:
| Type of document | Requirements |
| Account modification form and KYC | |
| Annexure B | |
| PAN |
|
| Address proof |
|
| Publication |
|
Submission process
Before couriering hard copies, create a ticket and send a soft copy to verify and confirm the documents. Once you receive the approval, you can courier the documents to:
Zerodha Customer Support Centre
192A 4th Floor,
Kalyani Vista, 3rd Main Road,
JP Nagar 4th Phase,
Bengaluru, 560076
The name will be updated within 72 working hours once we receive the forms. An account modification charge of ₹25 + GST applies.