Recently Viewed
Clear All
Back
Edit Investment in stock
New Process Alert
Redirecting you to MF Central in
You'll be redirected to MF Central shortly. Complete the process there, then return to Value Research to upload the QR code and finish importing your portfolio.
Still Confused? Read The Quick User Guide
Upload the QR Code
Please upload the QR code downloaded from the MF Central platform in the field provided below
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.
Need to Re-Initiate? Go back to MF Central Platform
CAS Request Flow
Troubleshoot Guide
Complete the 5-step journey
-
1
Initiate the import on Value Research
Enter your email ID or mobile number linked to your mutual fund investments. Click on the "Use 1 Import" button.
You will be redirected to the MFC (MF Central) platform to continue the process. - 2 Authenticate on MF Central After being redirected to the MFC platform, enter the OTP received from MFC. Click on the “Authenticate with OTP” button to proceed.
-
3
Select the Correct CAS Configuration
On the CAS configuration screen, ensure the following options are selected:
- Under “What type of data can be shared?”, select “Both Regular + Direct Investments” (this is selected by default).
- Under “What extent of data can be shared?”, select “Transactions” (this is selected by default).
- Under “Select the AMCs you want to include?”, select “Select All the AMCs”.
-
4
Download the QR Code and Return to Value Research
Once the QR code is generated, click on the “Download QR Code” button to download it.
On the final screen, click on the “Continue” button. You will then be redirected back to the Value Research platform. -
5
Upload the QR Code to Complete the Import
Upload the downloaded QR code on the Value Research platform.
After a successful upload, the import process will begin automatically. The process usually takes 1–2 minutes. Once completed, your mutual fund investments will be imported successfully.
- 1 Are you only seeing Regular or Direct Mutual funds in your portfolio? Please ensure that you have selected both “Regular and Direct” investment options. Selecting only one option will result in the import of that specific investment type only.
- 2 Are you only seeing a limited number of funds in your portfolio? Please select the “ALL AMC” option to ensure that funds from all AMCs are included and displayed in the portfolio.
Notifications
Unlock Custom duration
Please subscribe to Value Research Fund Advisor to unlock the custom duration feature and enhance your experience.
Recommendations for the best investments and allocations that are most optimal for your goal
Backed by research by a team of investment experts with over 30 years of experience
Continuous analysis and support from our team to make sure your goals stay on track
Share on Social media
loading...