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.
1Initiate the import on Value ResearchEnter 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.
2Authenticate on MF CentralAfter being redirected to the MFC platform, enter the OTP received from MFC. Click on the “Authenticate with OTP” button to proceed.
3Select the Correct CAS ConfigurationOn 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.
4Download the QR Code and Return to Value ResearchOnce 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.
5Upload the QR Code to Complete the ImportUpload 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.
1Are 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.
2Are 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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Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.
