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 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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