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Import all your client's mutual fund transactions from Karvy 221 file in MProfit

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  • Import all your client's mutual fund transactions from Karvy 221 file in MProfit

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    Mutual fund advisors with ARN number first need to first register with Karvy to receive mail back files from Karvy

    Step 1: Register with Karvy

    1. Go to https://mfs.kfintech.com/mfs/distrib...tor_login.aspx
    2. Distributor Services
    3. Select "Sign-up"
    4. Download and fill out the "Registration Form" and send it to Karvy
    5. You should receive your username and password within 1-2 weeks.

    Step 2: Once you have received your username and password you can now request the mailback service.

    1. Go to https://www.karvymfs.com/karvy/ then click on Distributor Services and login with your username and password.







    2. Click on "Mail back Reports"







    3. Under Procurement Reports, select MFSD221 - Transaction wise Investor Master







    4. Select All Funds and select DBF as the format and select the Zip file option.







    5. Once you receive the .zip file via email, select the file in MProfit to import using the Karvy 221 template.


    We have a YouTube clip showing the import feature ->







    Automatic email delivery:
    To receive the file on a daily, weekly or monthly basis select Subscription services and select MFSD312 - Transaction wise Investor Master
    Last edited by Tanmay Keni; 01-08-20, 02:08 PM.
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