Generate Info Template

In addition to creating an investor manually an AIF can also upload investors in bulk through excel template, which is an alternative method of creating an investor in the platform. To upload the investors through excel template, follow the below steps:

1. Click on three dots at top right corner and navigate to Generate Info Template.

2. Excel template would get downloaded in which an AIF user is required  to add investors data and then save the excel template. 

3. As a next step , AIF user need to  click on arrow on top right corner and click on Import from Excel and select and upload the saved excel template.

4. On uploading the template, Investors will be created in the List view