Dear Advisor,

Please find instructions on customizing the format of Karvy mfs Transaction Mailback (MFSD 201) in the attached document.

This is essential to include all relevant columns required by InvestWell for accurate reporting of Portfolio Returns.

This setting is to be done once only. Any mailback obtained from now, will have the required coumns automatically,.

If you have any questions, please feel free to drop us a line.

Thank You.

Team InvestWell


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