External Investments (tracking & importing)

How can I track/import my external investments to Niyo Money?
Importing your external mutual fund investments to Niyo Money is very easy. You can do it in just a few steps. A. Steps as per the App (we recommend thi...
Mon, 12 Jul, 2021 at 1:50 PM
Why can't I see all my investments after importing my portfolio?
There can be several possible reasons why some/all of your portfolio may not have been tracked/imported. A. If you have generated the statement from wit...
Tue, 18 May, 2021 at 1:50 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...
Sat, 17 Apr, 2021 at 5:04 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