Name: Money Masters | In conversation with Nilesh Shah
Uploaded: 2024-03-26T15:58:01+05:30
Duration: 58 min
Description: Dhirendra Kumar talks with Nilesh Shah, MD, Kotak Mahindra AMC

New Process Alert

Redirecting you to MF Central in

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.

Still Confused? Read The Quick User Guide

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.
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”.
After confirming the above selections, click on the “Generate QR Code” button.
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.

Money Masters | In conversation with Nilesh Shah

Other Videos

Santosh Kamath shares his insights on risk and leadership

Money Masters | In conversation with Raamdeo Agrawal

Samir Arora unfiltered: Market cycles, AI & investing wisdom

Money Masters | In conversation with Anand Shah

Money Masters | In conversation with Anish Tawakley

Money Masters | In conversation with Harish Krishnan

Money Masters | Saurabh Mukherjea Exclusive | Podcast

Money Masters | In conversation with Mahesh Patil

Money Masters | In conversation with Kenneth Andrade

Money Masters | In conversation with Sankaran Naren

Money Masters | In conversation with Samir Arora