Importing your mutual fund portfolio unlock the full potential of Kuvera and you will benefit from
Reporting
- A consolidated view of all your holding(s) irrespective of from where you invested
- A consolidated view of your transaction history
- All analytics and reporting solutions on Kuvera is available across all your investments. For eg,
- Consolidated ELSS report for transactions across platforms for submission to HR
- View portfolio level and scheme level returns across multiple folio(s) and fund house(s)
- Daily updated snapshot of your entire portfolio whenever you login
- Generate a csv file of all your transaction(s), if required
Transacting
- You can re-use your existing folios to place purchase orders in direct plans of your preferred mutual fund schemes avoiding creation and having to manage multiple folios. You can place all type(s) of orders in MF schemes where you have direct plan holdings.
- Place redemption, switch, STP and SWP order(s) in MF schemes where you have regular plan holding(s). [In case of Switch or STP, the Switch-In scheme has to be a direct plan only as Kuvera is a direct plan platform]
