How can I auto-sync my Mutual Fund investments to MProfit?

Importing your mutual fund data to MProfit is extremely easy and can be done in a few clicks!

We provide an API integration that can auto-sync all your mutual funds PAN-wise to MProfit. 

Here's how:

Step 1: Login to your MProfit account and navigate to API.

Step 2: Select MF CAS from the drop-down list.

Step 3: In the following window, mention the PAN number.

You will receive an OTP. For OTP purposes, you have two options: your registered mobile number or your registered email. 

Please ensure that you use the correct registered mobile number or email. 

Step 4: Enter your Email ID or Phone Number.

Step 5: Now, customize the Period from the drop-down list.

Step 6: Enter a Nickname (preferably the PAN card holder's name for ease of selection moving forward).

Step 7: Click Sync Now.

Step 8: A CAS API: Term of Use prompt will appear; click I Accept.

Step 9: For verification purposes by MFCentral, you will be asked to enter an OTP sent to your phone or email.

Step 10: After entering the OTP, click Sync now.

Step 11: If this is the first time you are syncing your data for a PAN, the system will now prompt you to map the PAN to an MProfit portfolio.

This is a one-time step.

Step 12: Finally, click Save.

Step 13: You are now done.

Based on the PAN number you provided, all your mutual fund trade data will be automatically captured and synced to MProfit.