Portfolio

What is mutual fund portfolio?

It’s a summarized version of all the investment made by you in the mutual fund schemes apart from the Instant redemption facility.

Payment was successful, but Portfolio was not updated.

Portfolio updating takes 2 to 3 business days, for AMC to allow units against the investment after once the payment. After 2 to 3 business days, the units will be allotted to your portfolio.

Portfolio not updated with latest NAV.

NAV Prices of the mutual fund’s schemes are released by 9 PM after every trading day. We will update your NAV as we get the latest information on the NAV from AMC (Asset Management Company) houses.

I have received a confirmation SMS/Email from AMC, but it does not reflect in my portfolio.

Once the transaction is done, both Gulaq and AMC will send your confirmation for your transactions. You will soon see that in your portfolio once the transaction is confirmed by the AMC (Asset Management Company).

My question is not listed here.

Call: +91-8956158600 or Drop an email: [email protected]

What are Absolute Returns?

It is a measure of your total gain/loss compared to your total investment amount. There is no limitation of the time for which the investment is held.

What is CAGR?

CAGR is an abbreviated form of Compound Annual Growth Returns. It is the average annual growth rate of an investment over a period.

What is XIRR?

XIRR is mainly an abbreviated form of Extended Internal Rate of return. It is one of the best indicators of your mutual fund returns when you have run a SIP investment or have made multiple lump sum investment and withdrawals.

My question is not listed here.

Call: +91-8956158600 or Drop an email: [email protected]

What is external mutual fund portfolio?

The external Mutual fund portfolio is mainly consisting of all the mutual fund investment out of your Gulaq account.

How can I see my portfolio here?

You can easily see your external portfolio by generating and uploading your detailed consolidated account statement(s) from Karvy.

What is CAS?

CAS stands for Consolidated Account Statement. It is mainly a PDF generated statement which consolidates your investment across all AMC’s.

How do I generate CAS statement?

You can generate CAS statement via Karvy from the link

https://www.karvymfs.com/platformservice/.

My Import failed because of email id not found.

Gulaq requires email id for importing your investment link to the email id for completing CAS. Once you complete the investment procedures, then email their id to us. After that, you will be able to import your portfolio.

I don’t see my investment after importing.

Once your active investment made outside of the Gulaq, we will show your external investment portfolio.

My question is not listed here.

Call: +91-8956158600 or Drop an email: [email protected]

Investment Ready in 30 Seconds

Gulaq provides you the simplest and an easiest way to invest. It has no commission, no account fees, no hidden charges as well as you can be investment ready in less than 30 seconds. Our platform provides a user-friendly experience.

Attention Investor
Investments in Mutual fund & Securities Market are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Terms and conditions of the website are applicable.

Gulaq Registered Office
Estee Financial Services Pvt. Ltd. (hereinafter referred to as “EFSPL”) Formerly Estee Commodities Pvt. Ltd ( hereinafter referred to as “ECPL”), 7th Floor, Block 1, Vatika Business Park, Sohna Road, Sector 49, Gurugram, Haryana 122001.
CIN: U51909HR2012PTC054035

Registration Detail 
Estee Advisors Pvt Limited (hereinafter referred to as “EAPL”) is registered with the Securities and Exchange Board of India as Stock Broker with registration number INZ000170130 and registered with BSE Star with code 24408 for mutual fund transaction facility. EFSPL and EAPL are group companies and EAPL is authorized to provide its services to the Users on the Gulaq website/app under a Sub-distribution agreement with EFSPL.

Complaints & Grievances 
In case of any grievances/ complaints please write to us [email protected]

 

Mutual fund investments are subject to market risks, read all scheme documents carefully.

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