Mutual Funds
Can I see the portfolio held away in other ARN?
Once your account is in active status, you can follow the below-mentioned process:
- Please visit “Track your folio” under “Mutual fund and click on “Fetch portfolio”
- On this page, your default mail id is shown as provided by you. You just need to click on “Request portfolio” and a request will be triggered to your mail with all folio details
- You will receive an email from K Fintech (Registrar for MF) with all the folio details (PDf format) within a few minutes to hours depending on the request load
- Download the pdf file from your mail and upload it in the section “Upload portfolio”
- Your external portfolio will be viewable within a minute under the same head of Mutual Fund - External (PDF) in your “Mutual Fund Dashboard”