Kuvera

To invest in mutual funds, you need to be KYC compliant. If you are KYC compliant, you can simply setup an account on Wealth and follow the below steps:

1. On the homepage, click on ‘View all funds’

2. You will be redirected to a list of all the funds.

3. You can use the filters to filter out the funds based on their category and sub-category.

4. Select the fund that you wish to invest in.

5. The details about that fund will be displayed along with an option to invest as ‘Monthly SIP’ or ‘One Time’

6. Select the option that best suits your investment requirements. Enter the amount and select the SIP date if you have selected the SIP option. Click on ‘Buy Now’. Confirm the details and proceed with "Place order".

7. Select the payment mode. You can choose from Net Banking, UPI, Mandate, and NEFT/RTGS.

8. Complete the process and the units will be allotted as per the fund realization timeline of various payment methods.

To track your investments, you can simply go to the portfolio page which will display your holdings. If you have external investments that you wish to import to Wealth by Kuvera. 

Follow these steps to import external investments:

1. Click on ‘Import Portfolio’ on the home page.

2. Add the email address that is linked to your external holdings. 

3. The system will trigger a Consolidated Account Statement (CAS) on your behalf from CAMS. You will receive the CAS on your email id that you have added in the previous step. 

4. Forward the email to aw-import@kuvera.in

5. Your holdings will be imported into the Wealth account and you will be able to track the same on the portfolio page.

To redeem the mutual fund holdings:

1. Go to the portfolio page.

2. Click on the scheme that you wish to withdraw your funds from.

3. Select ‘Withdraw’ and you will be redirected to the Redeem Funds page.

4. You can choose to enter the amount or the units that you want to withdraw.

5. Alternatively, you can also choose to withdraw all the units using the toggle.

6. Tradesmart tip will be displayed below showing the STCG, LTCG, and Exit Load.

7. Click on ‘Redeem Funds’, enter the OTP sent to you registered email id and your redemption order will be placed.

The funds will be credited to your default bank account. Default bank account is the account associated with a folio when that folio was created.