Frequently Asked Questions

InvestMates allows you to link and track all your investments in one place, including mutual funds, stocks, crypto, fixed deposits, bonds, real estate, and more. Simply directly link your account or add manually.

To import stocks into your InvestMates account, follow these steps:

1. Go to the portfolio holdings screen and click the import button.
2. Select "Stocks" as the asset type.
3. Choose one of these methods:
   • Linking broker: Select your broker from the list of brokers, log in to your broker account, and authenticate InvestMates. Your holdings will be fetched automatically.
   • NSDL/CDSL integration: If your broker isn't listed, provide your PAN and phone number, verify the OTP, and select your depository (NSDL or CDSL). Choose your demat accounts and approve the import.
4. Once it is successfully linked you will a congratulations notification.

Please note that sometimes brokers can take more than the usual time to link in that case you will see your broker under the linking state which typically gets completed within 30 minutes.

The brokers that are not listed for direct linking can be imported via the “NSDL/CDSL Tracking” option. This method uses RBI-licensed and regulated Account Aggregator technology powered by our tech service provider.

1. This method is used when you don't see your broker mentioned in the list of broker integration.
2. In this method, you need to provide your PAN number and Phone number and verify the OTP.
3. After verifying the OTP you need to select the depository that is NSDL or CDSL, which you have your demat accounts.
4. If you don't know which depository you have your accounts with then you can simple click one at a time and select the demat accounts listed under this depository.
5. For example let's say you have one Zerodha account and another ICICI Securities account but you don't know under which depository it is present, then select CDSL first, and you will see Zerodha there, click back, select NSDL now you will see ICICI Securities there. You will not see the same but the demat account number.
6. Once you have selected all the demat accounts, you just need to press the "Approve" button and your holding will start getting imported.

This process may take a few seconds to minutes, you will get a portfolio linked successfully notification and get redirected to the holdings once the linking is successful.

You can disconnect your linked investment account by navigating to the side menu where you will see the “Manage Accounts” option, click on this option, and you will see the list of connected accounts/institutions, By clicking on these accounts you will get the disconnect option.

Overall portfolio P&L (profit and loss) return values such as the current value of the portfolio, daily returns, and overall returns are based on the types of investments or assets imported.

For Stocks imported via broker integration the portfolio holdings get daily updated only for Zerdoha-Kite and Groww brokers, other brokers do not support auto-updating of broker holdings. If you don't see your stock holdings not getting updated please "Sync" then use the "Sync" button below your stock holdings P&L card. This will refresh your holdings and you should see your latest holdings.

To link your mutual funds successfully you have to click on the import button, select mutual funds as an asset, and enter your PAN number and phone number, Your PAN and phone number should be linked with each other then you will receive an OTP, enter the OTP and your mutual funds will get linked successfully.

You can link only multiple mutual funds account by simply creating a family portfolio. For an individual account only one unique mutual funds account is allowed.