Mutual Fund Investments

How can I import my portfolio here?
You can follow these simple steps: 1. On the home page, click on "Investment" (bottom of the screen, at the center). 2. Click on "Impo...
Thu, 29 Apr, 2021 at 6:45 PM
Why did my external funds not get imported?
There can be several possible reasons why some/all of your portfolio may not have been imported. A. If you have generated the statement from within our ...
Thu, 29 Apr, 2021 at 7:01 PM
How can I set up a SIP?
You can follow these simple steps: 1. Click on the Investments section (bottom of the screen). 2. Click on “Invest” under the “Quick Access” tab.  3. ...
Thu, 20 May, 2021 at 6:02 PM
How can I modify or stop the SIP?
You can follow these simple steps: 1. Click on the Investments section (bottom of the screen). 2. Click on the Investment Summary Card (where it shows ...
Thu, 29 Apr, 2021 at 12:00 PM
What can I do if I missed to pay for the SIP?
If you missed paying for your SIP on time, you can do either of the below.  1. Make a lumpsum investment to compensate for the missed SIP.  On the I...
Tue, 13 Jul, 2021 at 11:50 AM
Are there any charges/taxes while investing?
There are NO charges from our side, as we only allow investments in Direct (zero commission) funds. We also don't have any transaction, account opening...
Thu, 29 Apr, 2021 at 3:53 PM
Are there any charges/taxes while redeeming (withdrawing)?
There may be some charges and/or taxes when you redeem money from mutual funds.  Exit Load charges - This is like a penalty for withdrawing your investm...
Thu, 29 Apr, 2021 at 12:12 PM
How can I download reports about my investments?
We have 4 reports available.  1. Account Summary Report - This shows you a summary of all your current investments (fund, folio number, units, NAV, curr...
Thu, 2 Sep, 2021 at 1:27 PM
What is the difference between Niyo Money and NiyoX?
Niyo Money is a goal-based investment advisory platform that helps you plan and achieve your financial goals through investments in direct (commission-free)...
Thu, 20 May, 2021 at 6:11 PM
How can I pause/cancel the Auto-pay?
You can cancel or pause the auto-pay anytime you want by downloading the Niyo Money app (Play Store / App Store) or website and raise a service request.  ...
Thu, 20 May, 2021 at 6:16 PM