Great. I feel the 2nd option of setting up auto-forwarding of email would be a better idea then.
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Got it. Thanks for your inputs 
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Not sure if I missed this info, but I want to enquire - does importing mean that my existing account Mutual funds holdings will transfer to Niyo? Or is it an import just to keep track of my holdings elsewhere?
Please clarify as there’s SIPs also and I wonder how they would be updated especially if it’s the second scenario mentioned above.
Hey @pbafna ,
Importing means you can track all your external MF holdings through Niyo and can transact (buy/sell) in them too. This does not mean that they have all been transferred to Niyo though. Once you transact through them, the folio will be jointly held by your external broker/advisor and us.
Also, in the invested money (via SIPs and lumpsums) can be tracked but ongoing SIP instructions cannot be tracked as SIPs are held solely by the broker/advisor and that information is not present in the CAS. In short, if you want to modify your SIP/stop your SIP you will need to do that from your wherever you started it initially.
Hope this helps
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I tried and not all my investments are appearing in overview section. I wanted to know when the NAV’s will be updated in general on working day. most of similar apps does by 09 PM at most.
Hi Kishore! May I know the external funds that are not updated in your portfolio are present in the CAS that you have forwarded to us? If they’re not in the CAS itself then most probably it’s because any other email address is linked to those funds.
If they’re present in the CAS and still not updated in the portfolio, please raise a ticket and we’ll look into it.
The NAV is updated at around 10 PM daily and then at about 6 AM. Sometimes all the funds do not update the NAV by 10 PM so we update again in the morning.
How much time it will take to reflect the imported MF?
Few minutes, that’s all.
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Zero balance folios do not pull up. Reason this is needed is to track the capital gains, else the capital gain that shows is broken and does not show the correct value. This is the only reason that kept me from jumping ship to Niyomoney.
Mutual Funds - CAS
Right now the redemption process is not at all secure, please introduce a OTP authentication layer. Also, where will the redemption amount be credited, will it to the portfolio mapped account or the NiyoX account?
Actually I’m new to this…and I had gone through some posts in this topic regarding forwarding CAS every month.
I want to import for this current offer
I have been doing Mutual fund sip from past 5 years. I started doing through Goalwise which was later taken over by Neo Money. Last 2 months it is giving account is frozen. When I try to do e-kyc in the app it is not recognizing the face. When I mailed to global@goniyo.com regarding this nobody is responding since 1 week. If I try customer care, it goes to sbm and equitas who are telling they don’t deal with this. I am completely in shock and desperation. Even redeem is not working. My entire life savings are here. Some body please please respond what is going on
Hello @mohanbp
Welcome to the Niyo Community! 
We’re here to help! 
Please allow us some time to review your concern and assist you promptly. Alternatively, you can share the ticket ID you raised via email, and we’ll check that with the team. 
For any immediate assistance with investments, feel free to email us at care@goniyo.com or investments@goniyo.com 
Just a quick note to let you know that the Niyo community is more than a place to get help with your queries. You can stay up-to-date with all the latest announcements from Niyo, and chat about anything Niyo or travel-related—whether it’s your Niyo card, Niyo services, or any other travel topics.
Plus, it’s the perfect spot to connect with fellow travelers! You can ask for advice on travel itineraries, visa info, tips and tricks, flight bookings, and so much more.
And don’t forget to explore the Travel with Niyo category for even more travel content!
We’re always here if you need anything
My ticket number is #2694948. Its my life time savings. Please understand the concern madam
Thank you for sharing this with us! 
We truly understand the complexity of the situation and want to assure you that your funds are secure. Rest assured, we will do our best to find the best solution for you. We really appreciate your trust and your time.
@mohanbp We’ve responded to you on ticket 2694948, requesting some additional details needed for resolution. Could you please check and get back to us as soon as possible so we can take further action?
