![]() ![]() Groww will scan you CAS and import all your funds that you would be able to see on your investment dashboard. You will also receive a confirmation message from Groww. You will receive a success message once your request has been placed with CAMS and you will be redirected to Groww. ![]() Email-id is the one that is linked with your investments Folio Listing: “ With Zero Balance Folio”Ĥ. Period: “ Specific Period” from 0 to Present Dateģ. If the details are not already auto-filled for you, here is a list of instructions that you need to fill on the CAMS/Karvy website:Ģ. All you have to do is click on ‘Submit’ without altering the details. Once you are on the CAMS page, you would be able to see all pre-filled fields. Step 5 : In this step, Groww will generate your Consolidated Account Statement by re-directing you to CAMS. Step 4 : Select the email ID linked to your external investments or add a new one. Step 3 : Click on ‘ connect with Google‘ option for auto-track’. On the home screen itself, you will find two places where you will find the ‘Import Funds’ option. Step 2 : On the MF explore page, under ‘Quick Access’, you would be able to find the ‘Import Funds’ tab. Sign up if you haven’t made an account yet ( It’s super easy!) To activate the feature, follow the steps below. By enabling auto-tracking you give permission to Groww to read your CAS, pick all your investments and collate them on your dashboard. The consolidated account statement generated shows all your mutual fund investments against your PAN. Once you enable auto-tracking at Groww, Groww takes your request to CAMS/Karvy and places a request for your CAS or consolidated account statement. ![]() Groww presents two options to enable tracking external investments on the platform. How Can I Track My External Investments On Groww? If you are someone facing a similar situation, Groww’s tracking feature will make your life super easy, but first, let us see why you need to have all your investment information in one place. Ultimately you may reach a stage where you have several ongoing investments, varying in investment amounts and time periods, but you have lost track of them. A couple of years later, a friend recommended a well-performing mutual fund to you and you invest a portion there as well.įew years down the line, more short term or long term goals come into the picture and you invest in some more schemes. Consider a scenario, you are a novice investor who started a SIP of a certain amount in a mutual fund for the first time. ![]()
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