Import Others (eCAS upload)

note

Import equity holdings from CDSL / NSDL eCAS PDF file

Step 1

Open InvestMates app from Your mobile, Go To Portfolio by clicking on bottom Nav Bar

Step 2

Now Click On Link Your Portfolio Button displayed

Step 3

Click On Stocks from Select the Asset type

Step 4

At the bottom of page, select Don't see your broker in the list? Click Here link

Step 5

Select the depository, either CDSL/NSDL of your Documents which you have

Step 6

Click Upload, select eCAS PDF file from file manager, verify if the PDF attached matches with the example screenshot

Step 7

Check the PAN Number & provide a Valid PAN associated with CAS

Step 8

Agree to the Terms & conditions & click the submit button present

Step 9

Wait for few seconds while the eCAS file is getting imported , Once importing is successful All analytics & assets will be displayed