How to import & track your NPS investments in MProfit?

In this tutorial, we will explain how you can import and track your NPS investments in MProfit.

Follow the steps below:

Step 1: Login to your MProfit account and click Import.

Step 2: Click the search icon beside the import log.

Step 3: Type NPS NSDL in the search field.

Choose the appropriate option based on the file type: select the first one for PDF and the second one for CSV.

Step 4: Click Add to Favourites.

Step 5: Select the template and click Upload File.

Step 6: Choose the file, click on Open, then Import.

Portfolio and Family Mapping

Step 1: The system will prompt you to set family and portfolio mapping. 

Select the Family from the drop-down list.

Step 2: Select the Portfolio from the drop-down list.

Step 3: Now, click Save.

Asset Mapping

Step 1: The system will prompt you to provide asset mapping. 

To proceed, click the Map button.

Step 2: Select NPS Investment from the drop-down list.

Step 3: Then click Save.

Step 4: Click on Continue.

Step 5: Review the transactions in the file. 

Then click Confirm Import.

Step 6: You are now done. Click Back to Portfolio.

This is how you can seamlessly import and track your NPS investments in MProfit!