How frequently is the data updated?
The data is updated daily.
My SIP/investment has got debited from my bank, but I do not see it in my portfolio.
The portfolio gets updated once the money is reflecting in the mutual fund statement. It takes 2-3 working days for this.
I have an active STP running. The switched-out funds are not reflecting in the target scheme.
It may take 2-3 days for the same to reflect in the portfolio.
Can I download statements for the ELSS/Tax Saver Fund?
Yes. You can download statements by clicking on the ELSS investment in the menu. If you need it for tax purposes, please send an email to [email protected]
There is some mismatch in the data of my investments.
This could possibly because the data update is under process. You can reach out to your Relationship Manager or write to us on [email protected] for any such issues.
How can I update/change my bank account details linked to investments?
Please get in touch with us on [email protected]
Some of my funds are not doing well. Can we change it?
Please talk to your Relationship Manager for more clarity on this.
Do I need to pay any charges for using this App?
No there are no charges for using this App as of now.
Can I transact through this App?
Presently this App is provided only for tracking your investments.
Can I view my family members portfolio also?
The Family Head can view all the family members portfolio. Family members can view their individual portfolio.
Can I add my other investments like Shares, Fixed Deposits, Insurance here?
No. Presently it is not possible to add other investments in the app.