To move completely to direct plans on Kuvera, we recommend the following steps (entire process is online) –
1/ Import your mutual fund portfolio on Kuvera
Follow the steps on the Import Portfolio tab on Kuvera. We read and process your Consolidated Account Statement in real time and you can start placing orders in the same folios as your current regular and Direct plans immediately.
2/ Move your SIPs from current platform to Kuvera
START your direct plan SIPs on Kuvera in the same folio as your current plans and then STOP your SIPs with other platforms.
We will ask you to set up a mandate as part of the SIP set-up process.
Ps: if your regular plan platform does not agree to stop your SIPs (saying you need minimum months etc etc), read this article.
3/ Activate TradeSmart and switch your Regular plan units to Direct plans
Go to the "Portfolio" page and click on "Manage Funds"
Choose "Switch" to start switching your regular plans to direct plans
To read more about ways in which you can switch from regular to direct, refer to this article.
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