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Mutual fund

Auto Import Transactions

OR

Enter the email you have filled in while investing

Upload CAMS/ Karvy PDF

OR

Choose NSDL/ CDSL / CAMS / KARVY CAS pdf only

Upload MS Excel File

Download Template to upload your statement

  

Stocks

Upload your existing stock statement file or use the below template

Download Template

NPS

Login to your NSDL account using the following link https://cra-nsdl.com/CRA/. Go to the Transaction Statement page from the menu bar at the top. This page allows you to download the transactions one financial year at a time.