How do I find my allocated units?

  1. Tap Wealth at the bottom of the home screen.
  2. Tap My Portfolio at the top of the screen.
  3. Select the relevant order.

What if my unit allocation is pending?

After you complete the investment, the Asset Management Company (AMC) will allocate your units within 1 to 2 working days. Sometimes, there might be a delay due to public holidays.

If your units aren’t allocated within 1 to 2 working days, tap Select A Transaction to raise a ticket and we will assist you with your concern.

Note: If your unit allocation fails for any reason, the AMC will refund your money to the account you used to make the payment within 7-10 days from the date your unit allocation failed.

Can I cancel my investment on PhonePe?
No, you don’t have the option to cancel an investment on PhonePe. If your pending investment fails for any reason, the AMC will refund the entire amount to you within 7 to 10 days from the date your unit allocation failed.