Kuvera Features

FAQs about all the features on Kuvera - Family Account, Manage Account, Tax Harvesting

Can I import my existing Joint Account holdings into Kuvera?
Yes, you can! Once you have set up your Joint Account, you can import your existing Joint Account holdings into Kuvera by importing your consolidated accoun...
Thu, 7 Oct, 2021 at 12:19 PM
What is a Joint Account?
A Joint Account lets you invest with a family member (or two), in either or survivor mode. This has the benefit that anyone of the account holders can m...
Thu, 7 Oct, 2021 at 12:20 PM
How many holder can be added to a family account?
We support setting up a Joint Account online, in either or survivor mode. You can add up to 3 holders.
Thu, 7 Oct, 2021 at 12:20 PM
How many family accounts can be created?
After you subscribe to the Family Account feature, there is no restriction to the number of family members you add as many you want.
Thu, 7 Oct, 2021 at 12:21 PM
Can I convert a single mode of holding to a joint account?
Once the investment is completed, it is not possible to transform the single mode of holding to the joint mode of holding.
Thu, 7 Oct, 2021 at 12:21 PM
How to Archive/delete/remove a Family account?
To archive/delete/remove the family Account by visiting here & click on the trash icon. Please be advised that your account can only be archived if a...
Thu, 7 Oct, 2021 at 12:22 PM
What all details are visible to Manager?
After you add Manage in your account following section are visible to your manager 1/ Dashboard  2/ Portfolio 3/ Reports 4/ SIP, STP & SWP
Thu, 7 Oct, 2021 at 12:24 PM
Can I use a different email id for a family account?
Family account feature enables you to operate multiple investment accounts from a single log-in. Different email IDs can be provided for each family account...
Thu, 7 Oct, 2021 at 12:23 PM
How Does Manage Account Work?
Most of us have that one go-to person in the family for all financial decision making. Now, you can add them as a Manager to your Kuvera account. Your Kuver...
Thu, 7 Oct, 2021 at 12:25 PM
How do I set up a Joint Account on Kuvera?
You can first enable the Family Account feature on Kuvera to add multiple individual accounts or joint accounts under one login. Once the Family Account fe...
Thu, 7 Oct, 2021 at 12:26 PM