How do I import my existing portfolio? : Kuvera

How do I import my existing portfolio? Print

Modified on: Tue, 19 Apr, 2022 at 5:11 PM

To move completely to direct plans, we recommend the following steps (entire process is online) –

- Import your mutual fund portfolio

Follow the steps on the Import Portfolio tab. You can start placing orders in the same folios imported from your current regular or direct plans platform..

- Move your SIPs from current platform to ours

START your direct plan SIPs in the same folio as your current plans and then STOP your SIPs with other platforms. We will ask you to set up a mandate as part of the SIP set-up process.

- Switch your Regular plan units to Direct plans

Go to the "Portfolio" page and click on "Manage Funds". Choose "Switch" to start switching your regular plans to direct plans.

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How do I import my existing portfolio? Print

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