Importing your Mutual Fund statements have become very easy with Invest Plus- Mutual Fund Management Software. Below are the steps to import the statement:
- In the software, click on ‘Mutual Funds’ tab and then click on ‘Import Transaction’ in it.
- After that, click on ‘Download Plugin’.
- Now, select Kotak Mutual Fund and download its plugin.
- Then, go back in the software and select the Mutual Fund Plugin you downloaded.
- Now, you have to select the file of statement from where it is stored in your computer. Enter the password for the PDF if needed
- Match the fund name and save it.