Dashboard
The dashboard is the core hub of fundsgenie app
Once you have successfully logged in, you will by default land on the 'Dashboard' page.
This Section Contains:
How to Activate Your BSE Star membership ?
Once you have successfully logged in, you will by default land on the 'Dashboard' page. If you don't have an investment with Geojit, you need to Activate Your BSE Star membership.
Tap on 'Activate Now' button
A pop-up will appear asking, 'What type of membership are you looking for?'
Click on 'Demat' and read & accept the terms and conditions.
Click on Activate, and you will get a message stating, 'Membership Activation In-Progress.'.
It usually takes 2-3 hours for BSE approval. Once approved, the user will be able to place their first order. Once you get the approval, you can invest in your desired mutual fund.
Read More : How to Invest in SIP/Lumpsum ?
My Networth
Upon opening the app, the user's net worth will be displayed on the top itself if he/she already has holdings.
Your net worth is the total Market value of your mutual fund holdings, both in Geojit and in an external account.
Tap on the three dots on the right side of the networth, and a pop-up with three options will appear:
My SIPs
Sync External Investments
Mandates
How To View My SIPs
Click on My SIPs, and you will be navigated to the 'My SIP' page, where you can see all your active, paused, completed, and cancelled SIPs.
If you have active SIPs via FundsGenie, then the number of active SIPs, the monthly SIP amount, and the deduction date marked in the SIP calendar can be seen. The funds in which you have SIP will also be listed out, which carry the fund name, SIP amount, SIP date, and number of installments made on total installments.
These details are applicable in the paused, completed, and cancelled SIP sections too.
How to Sync External Investments
If you have mutual fund investments with any other brokers, you can import your external mutual fund investments to the FundsGenie app to track and analyze all your investments in one place. For this:
Click on ' Sync External Investments.'
A pop-up will appear asking your permission to Import External Mutual Fund Investments
Click On 'Continue.'
Enter the PAN and mobile number /email ID.
Click on Continue.
Enter the OTP received in your registered email ID.
Click on Continue, and you are done.
It may take a few minutes to sync the portfolio. The user will be notified once the syncing is over. Syncing will be available only on the first day of every month.
My Portfolio
The investments in your portfolio are classified into three:
Mutual Fund
Bonds
FD
Currently, you can only invest in mutual funds. Investments in bonds and FDs will be available soon.
From the home page itself, you can see the total investment in each section. The total investment will be displayed just under the term 'Mutual Fund'.
Tap on the 'Mutual Fund' to know the details of your holdings.
You will be navigated to a new page dedicated to your mutual fund holdings.
Here you can see 'All your investments,' both Geojit and External.
You can select either of the two.
You can see Invested Value, Market Value, and Total Profit here.
Your mutual fund investments, according to the option you chose (Geojit/External), will be listed, with the top-rated fund placed at the top.
How to Invest More?
Once the funds are listed, if you wish, you can invest more in the same fund. Follow the below steps:
Tap on the 'Invest More' button.
Enter the SIP/one-time amount, date, duration, mode of holding, and bank account.
Click on Continue.
Cross-check your details and click on the 'Register SIP' button.
As a payment mode, you can either select net banking, UPI, or NEFT/RTGS.
Accept the payment before time-out, and your new SIP order will be placed successfully.
How to Withdraw Your Fund?
If you want to withdraw your funds:
Tap on the three dots given right next to the 'Invest More' button.
A 'Withdrawal' pop-up will appear. Tap on it and enter the amount or units.
Click on Continue.
Another window will appear containing the details, like the folio number, mode of holding, and the bank account to which the amount will be deposited.
Tap on Continue, and again a pop-up will arise requesting you to state the reason for withdrawing the amount.
Choose a reason and click on 'Continue.'
Your order will be processed.
How to Import External Mutual Fund Investments ?
Track and import all your mutual fund investments in FundsGenie with your PAN. For this,
Go to the 'Dashboard' page.
Find 'Import External Mutual Fund Investments.'.
Tap on 'Track Investments.'.
A pop-up window will appear.
Click on 'Continue.'
Enter your PAN and mobile number/email ID.
Click on 'Continue.'
Enter the OTP received on your registered mobile number.
Select 'Continue.'
Universal Search Option of Funds
Search for a specific fund using the magnifying glass icon 
located on the top-right-corner.
Enter the desired fund name.
You will be provided with the list of funds as per your search.
You can choose the category you wish to see, by clicking on the market capitalization options (large/mid/small/flexi) provided at the top.
You can also apply a filter , by clicking on the filter icon
.Select the category, rating, risk, investment mode, option, fund size, and AMC.
Click on 'Apply.'
Your desired search result will be displayed.
Tap on the 'Clear' button located at the top right corner of the search bar, to clear the search.
Read More : Wealth Calculator | SIP Calendar
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