To view your existing holdings (investments in mutual funds) in a consolidated fashion, you would need to transfer your investments to your FundsIndia account. We have devised a system called Easy Transfer to enable you to quickly transfer your investments to your FundsIndia account. To transfer your investments, all you have to do is:
1. Login to your FundsIndia account
2. Select ‘Invest’ from the top menu
3. From the top right menu, select the option ‘Others’, and then ‘Easy Transfers’.
4. You’ll need to fill in the details of your holdings
5. Once you do that, a letter will be available to you in the ‘Downloads’ section of your account. Just sign it, and send it to us, and we’ll take care of the rest.
Kindly note that, the turn around time to get the existing folios converted into our broker code and online mode, takes a maximum of 4 to 6 weeks.