Add / Upload Investments

Updating your mutual fund portfolio using the auto-import feature is quick, simple and error-free.

Your Fund Advisor subscription entitles you to 6 import credits every month. Meaning, you can import and update your mutual fund portfolio using this feature 6 times a month.

You can use these credits for any verified investor profile in your account. Any unused credits are rolled over to the next month and they can keep accumulating up to a maximum of 72 credits.

In the unlikely event of an import failure, your credit gets restored.

Updating your stock portfolio using the auto-import feature is quick, simple, and error-free.

As a Premium subscriber, you receive 6 import credits each month. This allows you to import and update your stock portfolio multiple times a month for your existing demat accounts. Please note that adding a new demat account to your Investor account will require one credit. Subsequent refresh of data with multiple Demat accounts will use only one credit.

You can use these credits for any verified investor profile in your account.

Any unused credits are rolled over to the next month and they can keep accumulating up to a maximum of 72 credits.

In the unlikely event of an import failure, your credit gets restored.