To change your name on your account you'll need to download, fill and courier us physical copies of the forms and documents as mentioned below.


  1. Account Details Modification Request Form 

  2. Annexure B


Click here to download the Account Details Modification Request Form and Annexure B (CDSL) - 


Along with the forms, you'll also need to send the following:


1) Self-attested PAN card copy with the new modified name  (mandatory)

2) Copy of Gazette certificate 

3) Any one of the address proof documents with a new modified name, mentioned below. Should be (self-attested):



- Photocopy of Valid Passport (First and last page)


- Photocopy of Voters Identity card


- Photocopy of Valid Driving Licence (Date of expiry also to be attached)


- Photocopy of the Aadhaar Card.



Kindly fill up only these details in the forms:


1) Upstox Client ID


2) Basic details-

  1. Name as per Income Tax Database (Click here to change your name on ITD) 

Please note : Name present here will be only considered by team Upstox

  1. Date of birth

  2. PAN card

  3. Address details as in your upstox account


3) Signature as per our records



Here's the address you need to courier the forms and the mandatory proofs to:



KYC PROCESSING OFFICE ADDRESS:


RKSV Securities India Private Limited


Maxus Facility, 5th Floor


Near Temba Hospital,


Bhayander West, Thane- 401101


Maharashtra 



Once we receive your courier, we will process your request within 24 to 48 working hours.