External Investments (tracking & importing)
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
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
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
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
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
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