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How to Link and Manage Government Schemes in InvestMates

Track your government savings plans—like Sukanya Samriddhi Yojana or Kisan Vikas Patra—alongside your other investments in InvestMates.

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Written by Support InvestMates
Updated over a month ago

1. Linking Your Government Schemes

Steps

  1. From the bottom nav, tap Wealth.

  2. Tap Link Account and choose Government Schemes.

  3. Tap Select Scheme and choose the scheme (e.g., Sukanya Samriddhi Yojana).

  4. Tap Add Investment to save the scheme.

  5. Your scheme will now appear in your holdings list.

2. Editing or Deleting a Scheme

Steps

  1. Tap the Government Schemes card in your Wealth dashboard.

  2. Choose Edit or Delete from the pop-up menu.

  3. If you’re deleting, confirm your choice to remove the scheme.

3. Linking More Government Schemes

Steps

  1. To add another scheme, return to the Government Schemes holdings screen.

  2. Tap Link Account again to add a new government scheme to your portfolio.

Keeping your government scheme data up to date

  • Manual updates: The Current Value of your government scheme won’t auto-sync, so you’ll need to update it manually after each deposit or interest credit.

  • Accurate dates: Make sure to enter the exact start date of the scheme to calculate interest correctly.

  • Multiple entries: Use Add Installment for each new deposit or contribution made.

Frequently asked questions

  1. My scheme isn’t listed.
    Only supported government plans appear in the list. If your scheme isn’t listed, use Manual Entry under a similar category.

  2. I can’t tap Add Installment.
    Make sure you’ve already added the scheme. The Add Installment button only appears after the initial scheme entry.

  3. Delete isn’t working.
    Ensure you’re tapping Delete in the overflow menu and confirming your action in the dialog box that appears.

Need help?

For any questions or assistance, email us at [email protected]. 
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