You can import your existing stock investments to Kuvera by selecting the Stocks option under Explore more on your Kuvera dashboard or just go here
You can import stocks by either directly connecting to your broker or by uploading a CAS (Consolidated Account Statement) file received from CDSL or NSDL.
1. Import stocks by CAS upload :
After selecting Stocks under Explore more, select Other option when asked to select a broker.
Upload the CAS received from either CDSL or NSDL.
Enter the password to open the file.
Click Submit and your stocks will be imported within minutes.
2. Import stocks from a broker:
After selecting Stocks under Explore more, select your desired broker.
Confirm your broker selection.
Authenticate using your broker credentials. (We do not store your username or password for your Demat account)
Your stocks will be imported within minutes.
