I am currently residing outside India and need to convert my Zerodha resident trading account to an NRI account to remain compliant with regulatory norms. I have reviewed the process outlined on your website here, but I am facing challenges with document notarisation at my current location.
I will be visiting Delhi in August for a personal trip and would like to know if it is possible to complete the account conversion at a local Zerodha branch in Delhi. If so, I would appreciate it if you could provide the specific steps involved or direct me to the relevant webpage with the necessary details.
Thank you for reaching out regarding the conversion of your Zerodha resident trading account to an NRI account.
To assist you further, please provide your contact details by sending an email to [email protected]. One of our sales managers will get in touch with you to guide you through the onboarding process and address any specific queries you may have.
If you are facing challenges with document notarisation at your current location, you can utilize the Rupeeflo service, which helps NRIs get their documents notarized online. You can find more information about Rupeeflo and how to use their services here.
Additionally, if you are planning to visit our branch office in Delhi during your trip in August, you can complete the account conversion process directly at the branch. Please note that in this case, notarisation of documents is not required; however, the list of required documents remains the same. Our branch staff will assist you with the verification and submission process.
For more details on the required documents and the NRI account conversion process, please refer to this support article here.
If you need any further assistance, feel free to write to us at [email protected].