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1. Login at http://www.investmentmall.net/

2. Go to the Client List.




3. Go to Portfolio Download option.

4. The report generated on screen has an Export option, export to Excel.

5. Open this file in Excel and "Save as Excel 97-2003 Workbook".

6. From MProfit Software use "Investment Mall - Mutual Fund Transactions" Template to import it.


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7. Here is the image of the Sample Back-office file from Investment Mall.


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