InvestMates

This guide will help you navigate through adding an indian portfolio

Adding an Indian portfolio

Help in understanding how to link stock investments for multiple brokers.

How to Link / Delete Your Indian Stocks in InvestMates

Adding and managing your gold holdings in InvestMates is easy.

Link /Delete Your Gold Investments in InvestMates

This guide will walk you through how to add, update, or remove FDs.

How to Add, Edit, and Delete Fixed Deposits in InvestMates

Learn how to link your Employee Provident Fund (EPF)—automatically via UAN/mobile OTP or manually.

How to Add, Sync, and Remove Your EPF in InvestMates

Managing your NPS in InvestMates allows you to keep track of your pension fund alongside your other investments.

How to Link, Edit, and Remove Your NPS in InvestMates

This guide shows you how to add your fixed-income bond investments to InvestMates, and how to update or delete them.

How to Link, Edit, and Remove Bonds in InvestMates

This article explains how to connect your crypto wallets and exchanges to InvestMates using Vezgo.

How to Link and Manage Your Crypto Accounts in InvestMates

Learn how to add, update, or remove your real estate investments in InvestMates so you can see your property-based wealth.

How to Link and Manage Your Real Estate Assets in InvestMates

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

How to Link and Manage Government Schemes in InvestMates

It explains how to view key metrics HealthScore, Risk Profile, Performance, and Portfolio Composition for your Indian holdings in one place.

Analytics – India Portfolio

Tracking portfolio improvements helps you identify risks and opportunities to enhance your investments.

Portfolio Improvements

Manage your profile, delete your account, and adjust notification, theme, and subscription settings in InvestMates from the side menu.

Managing Your Profile & Account Settings

How to Link/ Delete Your Mutual Funds in InvestMates

This guide helps you to understand the QVT scores calculation.

QVT Scores for Stocks

Switch between India and USA modes in InvestMates to see region-specific brokers, currency (INR or USD).

Switch to India / USA Mode

InvestMates Pro for India is a premium subscription plan that consolidates all your investments into a single dashboard.

InvestMates Pro Subscription (India)

The Family Portfolio feature allows you to manage and track multiple family members' investments in one unified dashboard.

Family Portfolio in InvestMates (INDIA)

Support InvestMates

This section helps users manage their investment portfolios, link accounts, understand portfolio health, and make improvements to their portfolio performance.

Indian Portfolio 

Find answers and get help from Intercom Support and Community Experts

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