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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.
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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”.
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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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