External Investments (tracking & importing)

Can I track my external investments through Niyo Money?
Yes, tracking your external investments on Niyo Money is very easy. You can do it in just a few steps. Step 1: On the app/website, click on the Top L...
Thu, 11 Feb, 2021 at 5:30 PM
How can I import my existing portfolio to Niyo Money? (move external funds to goals)
Importing your external investments to Niyo Money is very easy. You can do it in just a few steps. Step 1: On the app/website, click on the Top Left Men...
Mon, 21 Dec, 2020 at 12:51 PM
Why can't I see all my investments after importing my portfolio?
1. The most common reason for not seeing some investments is that the consolidated account statement (CAS) you forwarded to cas@goalwise.com did not have th...
Thu, 11 Feb, 2021 at 5:32 PM
If I have a SIP running externally, will each SIP instalment get automatically updated in my external investments?
No, we have no way of getting that information. If you want to update the new investments, you will have to re-generate the CAS from the external investm...
Mon, 7 Dec, 2020 at 6:31 PM
Can I move my external SIPs to Niyo Money?
No, we have no way of getting that information. SIPs are actually set up with the broker/platform and hence cannot be moved. There is no way for us to know ...
Mon, 7 Dec, 2020 at 6:30 PM
I have made some external transactions in my Niyo Money folios (folios which were invested in through us). When will they reflect in my account?
We generally get delayed information from the Mutual Fund companies about external investments and redemptions. You can expect a lag of 3-4 weeks for them...
Fri, 27 Nov, 2020 at 1:22 PM