Import
You can import the following investments to track them in your portfolio: Mutual Funds Stocks (Demat accounts – NSDL/CDSL) Bank Accounts This he...
Sat, 14 Mar, 2026 at 8:33 AM
Go to the Portfolio Dashboard and click the Refresh icon. Enter the OTP sent to your mobile number registered with MF Central and follow the steps to genera...
Wed, 11 Mar, 2026 at 5:48 PM
Go to Dashboard → Stocks → Import. Verify your registered mobile number using OTP and select the Demat accounts (NSDL/CDSL) you want to import. Once verifie...
Wed, 11 Mar, 2026 at 5:49 PM
Go to Dashboard → Bank → Import. Complete OTP verification and select the bank accounts you want to import. The selected bank accounts and balances will the...
Wed, 11 Mar, 2026 at 5:49 PM
Yes. Imported investments will appear in your portfolio dashboard and analysis sections, helping you track your overall portfolio value and allocation.
Wed, 11 Mar, 2026 at 5:50 PM
Yes. Imported bank accounts and stock holdings can be removed by revoking consent from Profile → Manage AA Account. Once revoked, the imported data will no ...
Sat, 14 Mar, 2026 at 8:34 AM