Skip to main content

Mutual Funds

tip

Refreshing Mutual FUnds follow similar procedure as importing

Step 1

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

Step 2

Click the Mutual Funds displayed with assets integrated already

Step 3

Now Click on the hyperlink Sync displayed at top (With last updated text in it)

Step 4

Now Proceed with importing Steps using Your PAN & Reistered Mobile number to get OTP & sync the Holdings linked with your PAN