Knowledge Base

Adding a nominee to your trading and demat account is not just a regulatory requirement it’s a responsible step to ensure your investments are passed on smoothly to your loved ones in case of any unforeseen event.

Here’s a detailed step-by-step guide to help you complete your nominee registration with ease.

Step 1: Access the Samco Star Back Office

To begin, visit the Samco Star Back Office portal and log in with your Samco credentials

Note: The credentials for the Samco Star Back Office and the Samco Mobile App are different.For Star Back Office, the password can either be your PAN number or the password you have set specifically for the Back Office.

Step 2: Verify with OTP

After entering your login details, click on Send OTP.
You’ll receive a One-Time Password (OTP) on your registered mobile number or email ID.
Enter the OTP

Note: The OTP is valid for 10 minutes, so make sure to enter it promptly

Step 3: Navigate to Account Settings

After logging in, you’ll arrive at your personal dashboard  a secure area where you can manage and update your account settings.

Now that you’re inside the portal:

• Click on your profile name located in the upper right-hand corner.
• From the dropdown, select ‘Account Settings’.

Step 4: Choose the Modification Option

In the Account Settings section:

• Look for the  Modify Now button and click on it.

Step 5: Select  Add  Nominee 

In the dropdown list of modification services, choose the option labeled  Add Nominee. 

Step 6: Fill in Nominee Details 

In the nominee addition form, enter the following details:

• Nominee Name, Relationship, and Mobile Number
• Email ID and Date of Birth
• Share of Nominee (%) – If you’re adding one nominee, enter 100%
• Tick the box if you want the nominee name to appear on your statement
• Check the option if the nominee’s address is the same as yours

Next, choose the Document Type for identity verification options include:

• Aadhaar Card
• PAN Card
• Driving License

After entering all details correctly, click Submit to proceed

Step 7: Provide Nominee Address Details

After submitting the nominee’s personal information, you’ll be prompted to fill in their address.

• If the nominee’s address is the same as yours, simply tick the checkbox labeled Nominee address is the same as my address. This will automatically copy your address to the nominee’s section.
• If the nominee has a different address, you will need to manually fill in all the mandatory fields:
  • Address Line 1, 2, and 3
  • Pincode
  • City
  • State
  • Country

Ensure that all the information entered is accurate, as this will be used for identity and communication purposes.

Once the address details are filled correctly, click Submit to complete the nominee registration process.

Step 8: E-sign or Aadhaar Verification

After filling the details for your modification request, you will be redirected to begin the Aadhaar e-sign process.

• Enter your 12-digit Aadhaar Number in the designated box.
• Click on Submit to proceed.

Step 9: Consent and Authentication Page

• You will be redirected to the Truecopy Credentials Pvt. Ltd. e-sign authorization page.
• Read the consent terms carefully.
• Check the box: I hereby authorize… 
• Enter your Aadhaar Number or Virtual ID (VID) in the field provided.
• Click on Send OTP.

Note: Ensure your mobile number is linked to your Aadhaar to receive the OTP.

Step 10: Enter OTP to Verify

• You will receive an OTP on your Aadhaar-linked mobile number.
• Enter the OTP in the field labeled  ENTER OTP.
• Click on Verify OTP.
  

Step 11: Track Address Modification Status

After successfully completing the Aadhaar e-Sign, your modification request will be sent for verification.

• To check the progress, go to the  Modification Status section in the Samco Star Back Office.

Note: The Turnaround Time (TAT) for modification completion without deficiencies is up to 48 working hours after submitting the request successfully.