How can I add mutual fund investments made through other brokers to my portfolio on FundsGenie?


To add and track mutual fund investments made through other brokers/AMCs: 



Step 1. Log in to FundsGenie and go to My Portfolio

Step 2. Select Add Fund next to Invested Outside Geojit

Step 3. Search and select the desired fund

Step 4. Enter the Folio Number, NAV, Units and Purchase Date > Add Fund

These details will immediately reflect under Invested Outside Geojit.

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