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Mutual fund

Auto Import through CAMS/KARVY

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Upload CAMS/ KARVY PDF

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Choose NSDL/ CDSL / CAMS / KARVY CAS pdf only.

Upload MS Excel File

Download Template to upload your statement

  

Stocks

Upload MS Excel File

Download Template to upload your statement

  

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.