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...
Tue, 7 Apr, 2026 at 12:47 PM
Click here to import your stock holdings. Verify your registered mobile number using OTP and select the Demat accounts (NSDL/CDSL) you wish to import. Once ...
Wed, 8 Apr, 2026 at 5:40 PM
Click here to import your bank balance. Complete OTP verification and select the bank accounts you want to import. The selected bank accounts and balances w...
Wed, 8 Apr, 2026 at 5:40 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 Manage AA Account here. Once revoked, the imported data will no long...
Wed, 8 Apr, 2026 at 5:41 PM