InvestMates is an AI-powered wealth management platform built for NRIs and Global Indians, helping you manage cross-border money, investments, taxes, and financial goals, all in one place.

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CIN U72900TZ2021PTC037733 | ARN 264792 | DPIIT DIPP100687

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Portfolio FAQ's

What are the benefits of importing a portfolio?

Is my portfolio data secure on InvestMates?

Can I import portfolios from multiple brokerage accounts?

How do I import a portfolio?

What is a smart portfolio?

How do I create a smart portfolio?

Does InvestMates provide investment advice?

Are there any fees associated with using InvestMates Portfolio?

What if I need assistance or have further questions?

What is a CAS file?

Can I import CAS files from multiple fund houses?

How frequently can I import CAS files?

What if there are errors or discrepancies in the imported CAS file?

Can I track the performance of my imported portfolio?

Is my data secure during the CAS file import process?

How do I switch back to private portfolio mode?

Still have questions?