ℹ️ Import depends on PAN & login mobile number matching, else below steps will fail
Step 1
Open InvestMates app from Your mobile Go To Wealth by clicking on bottom navigation
Step 2
Now Click On Link Account Button displayed
Step 3
Click On Mutual Funds from Select the Asset type
Step 4
Give Valid PAN details & Mobile number registered & click Get OTP
Step 5
Type the Valid OTP which was received on the given number & wait for few seconds while your MF holdings are getting fetched.
Step 6
To sync all funds:
Tap Sync Button in header → redirect to next screen for sync by providing PAN & Mobile number.
Step 7
To sort funds:
Tap sort text button → SortSheet → select sort → list updates → dismiss.
Step 8
Disconnect / Deletion of funds → Below holdings chip you will find (⋮) overflow button → tap Disconnect .
Need help?
Tap Help in the top corner or email [email protected]. We’re here to assist.