Import Mutual Fund

note

Import depends on PAN & login mobile number matching, else below steps will fail

Step 1

Open Investmates app from Your mobile Go To Portfolio by clicking on bottom navigation

Step 2

Now Click On Link Your Portfolio 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