Automatic Tracking of your External Transactions

Sometimes you need the ability to import and automatically track your portfolio from other platforms on Kuvera. Ex. when you have just moved from another platform and stopping all the SIPs etc may take some time. You can now set up import rules to periodically update and track your transactions done outside Kuvera.

When users hear “automatic tracking” their biggest concern is are you going to need full access to my SMS or email? Our answer is an emphatic “No”. Your privacy is important to us and we don’t want access to your private conversations (SMS or email) for tracking your Mutual Fund portfolio.

We have specifically designed a workflow to make automatic tracking easy while maintaining the highest level of privacy protection.

Simple, straightforward, secure!

So how does it work? In two easy steps. 

STEP1: Register all the emails you use to invest. Let us know how often you want your Consolidated Account Statement (CAS) updated in your Kuvera account.

STEP2: Follow instructions from your email provider (Gmail steps shown below) to setup an auto-forward rule to automatically forward the CAS email you will receive from KARVY ([email protected]) or CAMS ([email protected]) to [email protected] Or choose to forward the email yourself to [email protected]

Let’s see the steps in details.
STEP1:

Go to Import Portfolio and click on ADD IMPORT RULES                 Add an email linked to your Mutual Fund investments. Specify how often you would like to generate the CAS. You can add multiple rules for the same email. So if you have an external SIP on the 5th and the 15th, add a rule for the 8th and the 18th.

If the email is not your login email we will ask you to confirm the email through email OTP. Once added the rules will look like below. You can also click Generate Now to generate a CAS whenever you want.

STEP1 done. On the specified day, you will receive the CAS email from [email protected]

STEP2:

Forward the CAS email from [email protected][email protected] to [email protected] or setup an auto-forwarding rule in your email for this to happen automatically.

Auto-forwarding instructions for Gmail

1/ Add [email protected] as a safe forwarding address in your Gmail account

  • On your computer, open Gmail using the account you want to forward messages from. You can only forward messages for a single Gmail address, and not an email group or alias.
  • In the top right, click Settings Settings.
  • Click Settings.
  • Click the Forwarding and POP/IMAP tab.
  • In the “Forwarding” section, click Add a forwarding address.
  • Enter [email protected] as the email address you want to forward to
  • Click Next and then Proceed and then OK.
  • Within 5 minutes you will receive an email from [email protected] with the code. Use it to verify forwarding address.
  • Click the Forwarding and POP/IMAP tab.
  • In the “Forwarding” section, select Disable forwarding
  • At the bottom of the page, click Save Changes.

2/ Add email filter to forward emails from [email protected] to [email protected]

  • On your computer, open Gmail 
  • In the search box at the top, click the Down arrow Down Arrow
  • Enter the fields as shown below and click Create filter with this search in the bottom right

 

 

Click on Create Filter.

3/ Add email filter to forward emails from [email protected] to [email protected]

 

 

That’s it. All your CAS emails will auto-forward to [email protected]

So to re-iterate what we just did above in two easy steps. 

Just set up an Import Rule to periodically receive your CAS on email. Set up auto-forwarding to forward the CAS email from [email protected] and [email protected] to [email protected] and we will automatically track changes to your portfolio without you lifting a finger.

Simple, straightforward, secure!

A workflow specifically designed to make automatic tracking easy while maintaining the highest level of privacy protection.

Try it now!

Start investing through a platform that brings goal planning and investing to your fingertips. Visit kuvera.in to discover Direct Plans and start investing today.

#MutualFundSahiHai, #KuveraSabseSahiHai!


45 Responses

  • Sudarshan

    August 18, 2018 AT 04:08

    Nicely explained…with the screen shots.
    This satisfies the requirement.
    However, I suggest to get up to the speed of digital era like if you can have videos which could be on YouTube, would help in better way irrespective of skill level for a person.


    • Gaurav Rastogi

      August 20, 2018 AT 00:42

      Thanks, Sudarshan. We will add youtube videos soon.


  • Diptee Khare

    August 20, 2018 AT 10:53

    Hi Gaurav,

    Thanks for the detailed explanation. Really cool functionality! I know the pain to consolidate very well.

    One question though – when I import a portfolio, what exactly are you importing on Kuvera? Some questions –

    1. Let’s say I have Direct funds bought from CAMS/ or directly from the Fund house. When I import that in Kuvera, my understanding is that Kuvera is just parsing that info. Kuvera shouldn’t be able to put a redemption request. But it still allows me to create a redemption request. How does that work?

    2. In Q1, If I have different accounts set up on Kuvera and the original folio created on the Fund house website, and If i put a redemption request on Kuvera, which account will the proceeds be credited to?


    • Gaurav Rastogi

      August 21, 2018 AT 08:39

      1. you will be able to redeem from imported folios as long as they are no demat.
      2. This question is not clear. If you redeem in a given folio, the redemption will reflect in that folio, whichever account the folio is linked to.


  • anand

    August 25, 2018 AT 07:01

    can a single holding regular folio can be imported to joint one on kuvera


    • Gaurav Rastogi

      September 17, 2018 AT 06:08

      No Anand, you will have to sell from the single holding folio and then buy into the joint folio.


  • Varun Priolkar

    September 18, 2018 AT 14:14

    Gmail now requires verification code to enable forwards. Any way around that?


    • Gaurav Rastogi

      September 26, 2018 AT 08:54

      We will email you the verification code as part of our process.


      • Vivian Savio DAlmeida

        April 14, 2019 AT 08:17

        Ive tried on two separate occasions last week and it has still not come


  • sunando ghosh

    September 22, 2018 AT 06:59

    Why Only Karvy option is there? Can we also import from CAM serviced funds?


    • Gaurav Rastogi

      September 26, 2018 AT 08:53

      Hello Sunando, the process imports from all the 4 RTA’s (Karvy, CAMS, FT and Sundaram). The process is managed by Karvy, but all your funds will show up.


      • Nitish

        August 18, 2019 AT 20:07

        What about NJ funds investment ? How can add them and see in this app?

        Kindly explain , I have hopes from Kuvera team


        • Gaurav Rastogi

          August 22, 2019 AT 06:32

          The process is the same Nitish. NJ funds investments will show in the CAS report we will help you generate and import to Kuvera. Just follow the steps above.


  • Saheb Chatterjee

    September 28, 2018 AT 07:31

    While calculating the capital gain taxes from kuvera, will the external transactions be considered? Or only the transaction s done via kuvera app be eligible for the statement generation?


    • Gaurav Rastogi

      September 29, 2018 AT 06:55

      Yes, Saheb, external transactions (if imported) are included in all analytics and tax calculations.


  • Karthik

    October 8, 2018 AT 08:48

    I have different folios in different fund houses. If I want to track and continue investing through single platform like kuvera what steps I need to follow. I’m not very clear from the answers given till now.


    • Gaurav Rastogi

      October 18, 2018 AT 01:40

      1/ Import your existing units to Kuvera so you can track them here

      Setup an account with Kuvera and complete KYC check and bank account setup.
      After logging in, please follow the steps in the Import Portfolio tab. Do read the “Import Portfolio” FAQ : https://kuvera.in/faq/import

      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

      Set Mandate amount in your profile and complete the mandate setup process. You will need an active mandate to be able to place SIP order.
      START your direct plan SIPs on Kuvera in the same folio as your current plans and then STOP your SIPs with other platforms. Ps: if your regular plan platform does not agree to stop your SIPs (saying you need minimum months etc etc), read this – https://blog.kuvera.in/how-to-stop-your-sip-when-your-distributor-refuses-to-stop-sip/

      3/ Switch your Regular plan units to Direct plan units – there are 3 ways that Kuvera makes it easy to switch from Regular plan units to Direct plan units. You can read in detail about them here – https://blog.kuvera.in/3-ways-to-switch-your-regular-plans-to-direct-mutual-fund-plans/

      Hope the above helps. Let us know if you get stuck on any step.


      • Kedar

        April 1, 2019 AT 15:16

        Hi Gaurav,
        Nice article about how to track external transactions
        You should add this comment in above blog as well.
        I was looking for same information and could not found it until I reached to this comment.


  • Rohit Upadhyay

    November 30, 2018 AT 07:12

    Hi,
    I have currently running SIP that I’ve registered directly with the fund houses. I’d like to import them into KUVERA and start SIP in the respective foilos from KUVERA. I’ve tried to generate my CAS at https://www.karvymfs.com/platformservice/
    However, even after repeated attempts, I have not received a CAS on mail. Is there any other way I could import my existing folios into KUVERA and initiate a SIP into them?


    • Gaurav Rastogi

      December 1, 2018 AT 03:22

      Please email us at [email protected] and we will help you out.

      Do note, sometimes CAS generation takes longer than expected.


      • Rohit Upadhyay

        December 1, 2018 AT 12:56

        Thanks, I have sent a mail to [email protected]
        FYI, I have not received a KARVY CAS even after having registered a multiple requests for more than 24 hours


        • Abhishek Singh

          April 30, 2019 AT 15:25

          Were you able to resolve this issue ?
          For some reason I am also facing it. I have already imported my folios earlier when I registered with Kuvera. But trying to reimport last week and I didnt get any mail from Karvy.
          I even tried generating mail from Karvy site directly but that also didnt generate.


  • Jitendra

    December 24, 2018 AT 20:25

    How can I delete imported portfolio from dashboard portfolio returns. Please suggest.


    • Pranav Jain

      March 30, 2019 AT 13:54

      Did you found a solution for it?


      • Gaurav Rastogi

        April 1, 2019 AT 02:40

        Hello Pranav, please import your CAS again and the new sell transactions will be updated on Kuvera. You won’t see the sold imported portfolio anymore. Steps to import CAS here – https://kuvera.in/import


  • Sanith

    March 8, 2019 AT 03:08

    Anyways to use the NSDL CAS statement as the import source instead of Karvy? I find it more comprehensive than what i get from Karvy.


  • Sam

    March 23, 2019 AT 09:28

    Hello, I have read previous comments but still confused so asking it. Let’s say I have Direct funds bought from CAMS/ or directly from the Fund house. If I add lumpsum amount on any one fund using Kuvera then will it be allowed by fund house? will it get reflected in the statement of that fund house?


    • Gaurav Rastogi

      March 28, 2019 AT 03:25

      Yes Shyam, when you buy from Kuvera, it will reflect in your fund house account under the same PAN. If you import your portfolio first and then buy in your existing folio, then it will reflect as such in your fund house account as well.


  • Pranav Jain

    March 30, 2019 AT 13:50

    How to remove imported folio, after selling from other platform?


    • Gaurav Rastogi

      April 1, 2019 AT 02:40

      Hello Pranav, please import your CAS again and the new sell transactions will be updated on Kuvera. You won’t see the sold imported portfolio anymore. Steps to import CAS here – https://kuvera.in/import

      Regards
      Gaurav


  • Pranav Jain

    March 30, 2019 AT 13:52

    How to remove the imported folio, i.e. i have sold my imported folio from the original platform, whereas I am still seeing in kuvera? How can i remove that ?


    • Gaurav Rastogi

      April 1, 2019 AT 02:38

      Hello Pranav, please import your CAS again and the new sell transactions will be updated on Kuvera. You won’t see the sold imported portfolio anymore. Steps to import CAS here – https://kuvera.in/import


  • Samir

    April 3, 2019 AT 01:46

    Dear Gourav
    Thanks for this very good app . Wanted to know as how to correct double entries observed in the imported data.


  • Nagendra Prasad Dhaundiyal

    April 6, 2019 AT 02:22

    Pl tell me I have forgotten the password to open the PDF file. Pl reset it or tell the ways of resetting of same.


  • MAHESH MALLICHETTY

    May 20, 2019 AT 09:06

    how do i set up auto forward mail in my YAHOO ACCOUNT


  • Rajbanta Nunisa

    May 30, 2019 AT 09:54

    I have already sent my details.


  • Cshivakumar Kumar

    June 24, 2019 AT 06:07

    hi im Cshivakumar im India Telanagana Hyderabad Nampally begumbazar ……


    • Gaurav Rastogi

      June 25, 2019 AT 00:57

      Please do not share your address online.


  • darshan

    July 31, 2019 AT 23:00

    can u start kyc in app?


  • Sudip Ghosh

    August 17, 2019 AT 04:53

    Is there any way to invest in KUVERA only ??


    • Gaurav Rastogi

      August 19, 2019 AT 01:36

      Yes Sudip, once you have imported your portfolio into Kuvera, you can invest / redeem / switch all directly from Kuvera itself.


  • Susmit

    September 11, 2019 AT 03:20

    Thanks for an excellent website. A query: I like the Kuvera platform and don’t intend to make further transactions outside it. However, I have a few existing mutual funds which I would like to import into Kuvera so as to have a consolidated account on this single site. For this, I don’t see the need for setting up a recurrent auto e-mail from CAS. Isnt there a simpler way that I can manually import my existing MFs into Kuvera, as a one time effort?


    • Gaurav Rastogi

      September 11, 2019 AT 07:12

      Sure Dr Susmit, when you go to the “Import Portfolio” page you can set it up as a one-time import as well. As you rightly said no need to set up auto-import. After clicking “Add Email” choose “When Requested” in the next page to only generate CAS once. Then you can generate CAS as and when you want by clicking on “Generate Now” button.

      Do remember to forward the generated CAS to us at [email protected]