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Add / Upload Investments

म्यूचुअल फंड
Stock / ETF tooltip-icon
NPS अपलोड करें
PPF
सॉवरिन गोल्ड बॉन्ड
फ़िक्‍सड इनकम
InvITs / REITs

Auto Import through Emailरेकमेंड किया हुआ

Fetch your transactions from CAMS / KARVY import-from-email-tooltip
Use the email ID entered while making investments. This method reduces chances of errors.

Auto Import from MF Central

Directly import CAS from MF Central using your PAN and mobile number.

Import Funds from CAMS / KFinTech / NSDL / CDSL PDF cams-tooltip

Upload your PDF downloaded from the CAMS / KFinTech / NSDL / CDSL platform.

shield Your information is safe with us

Import Funds from XLS

Use our template and upload your transactions in the appropriate format.

Add Funds Manually

Select a list of funds you want to add and enter their individual transactions.

Import Stock from XLSरेकमेंड किया हुआ

Use our template and upload your transactions in the appropriate format.

ब्रोकर के इस्तेमाल से इम्पोर्ट करें (केवल स्नैपशॉट) import-from-broker-tooltip

Import your broker holdings securely by logging in to your broker account.

5-paisa-icon
5paisa
alice-blue-icon
Alice Blue
angel-broking-icon
Angel Broking
trustline-icon
Trustline
upstox-icon
Upstox
Zerodha-icon
Zerodha
Select my Broker

Import Stock from NSDL / CDSL PDF import-from-cams-karvy-tooltip

Upload your PDF downloaded from the NSDL / CDSL platform.

shield Your information is safe with us

ख़ुद स्टॉक जोड़ें

Select a list of stocks you want to add and enter their individual transactions.

Import NPS from XLS

Login to your NSDL account and go to the Transaction Statement page. You can download transactions for one financial year at a time from here. Upload the transactions file here.