Can I import my existing Joint Account holdings into Kuvera?

1Answer

Yes, you can! Once you've set up your Joint Account, you can import your existing Joint Account holdings, into Kuvera by importing your consolidated account statement.

Your import wouldn't overwrite or affect imported portfolio in other accounts, under same login.

You can do everything you're used to doing under single account - import portfolio, review transactions, placing orders, creating new mandates, setting up SIP / STP / SWP: they'd all exist under corresponding accoounts, as and when you set these up.

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