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How do I import Kotak PMS Transaction Details in MProfit?

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  • How do I import Kotak PMS Transaction Details in MProfit?

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    1. Login to your Kotak back-office.


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    2. Go to Activity in Portfolio and select Transaction Details.


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    3. Select the desired Time Period and click on Go.


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    4. Click the Excel icon to export the file.


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    5. File will be downloaded in excel format. You need to open the excel file and save as “CSV (Comma delimited) (*.csv)” Format.

    6. From MProfit, use the "Kotak PMS Trans. Details - Excel (v1)" template to import it.


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    7. Here is the image of the sample Back-office file from Kotak.


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    Important Note:

    To update the broker mapping while importing your Back-office file in MProfit, map "Transaction" (which appears by default) with the name of your broker.
    Last edited by Shweta Rathod; 30-01-19, 10:40 AM.
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