Wealth

What is NFO?
A New Fund Offer (NFO) is an offer period when an Asset Management Company (AMC) launches a new fund. Users can invest in an NFO during this subscription pe...
Tue, 19 Apr, 2022 at 10:57 AM
How to place switch order?
You can follow the below steps to place switch orders - 1 .Go to the "Portfolio" page and click on "Manage Funds" 2. Choose &quo...
Tue, 19 Apr, 2022 at 10:58 AM
I placed an investment order but payment failed. Can I pay for it now?
Depending on the payment method selected while placing the order, you would be able to see the ‘pay here’ link in the In process order section. The payment ...
Tue, 19 Apr, 2022 at 11:15 AM
How do I import my existing portfolio?
To move completely to direct plans on Kuvera, we recommend the following steps (entire process is online) – - Import your mutual fund portfolio on Kuver...
Tue, 19 Apr, 2022 at 11:16 AM
How do I get my Capital Gains report for filing taxes?
You can download your mutual fund capital gains statement for a particular financial year by going to the reports section. 
Sat, 30 Apr, 2022 at 1:55 PM
How to start savesmart SIP ?
1/ Go to Portfolio -> Savesmart  2/ Click on start saving -> Save monthly 3/ Enter the SIP amount and click on save now 4/ Complete the first payment ...
Tue, 19 Apr, 2022 at 11:20 AM
How to invest, track and redeem mutual funds?
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: ...
Tue, 15 Nov, 2022 at 12:22 PM
How to invest, track and withdraw Fixed Deposits?
You can book an FD online by following the steps below: 1. Click on ‘View all FDs’ from the homepage. 2. Choose the NBFC/Bank as per the tenure you ...
Thu, 18 Jan, 2024 at 12:14 PM