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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”.
After confirming the above selections, click on the “Generate QR Code” button.
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.

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Nippon India Small Cap Fund |
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Axis ELSS Tax Saver Fund |
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Axis Midcap Fund |
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Nippon India Growth Mid Cap Fund |
Axis Focused Fund |
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SBI Midcap Fund |
SBI Technology Opportunities Fund |
HDFC Large Cap Fund |
ICICI Prudential Large Cap Fund |
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SBI Flexicap Fund |
Motilal Oswal NASDAQ 100 ETF |
Nippon India Multi Cap Fund |
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Bharat Petroleum Corporation Ltd. |
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HCL Technologies Ltd. |
HDFC Bank Ltd. |
Manappuram Finance Ltd. |
Rail Vikas Nigam Ltd. |
REC Ltd. |
Sun Pharmaceutical Industries Ltd. |
Axis Bank Ltd. |
ICICI Bank Ltd. |
Bajaj Finserv Ltd. |
Reliance Industries Ltd. |
Trident Ltd. |
Havells India Ltd. |
Dabur India Ltd. |
Tata Motors Passenger Vehicles Ltd. |
Vedanta Ltd. |
Tata Technologies Ltd

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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.

MFC Upload Gif

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

Click to upload QR file

Maximum file size : 5MB (JPG, PNG, PDF)

upload in progress

Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.

Refer User Guide

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”.
After confirming the above selections, click on the “Generate QR Code” button.
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.

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