Thinking about closing your Kuvera account? Before you get into it, let’s make sure you know the process and important details. Whether you’re switching platforms or taking a break from investing, here’s a simple and friendly guide to help you close or deactivate your Kuvera account easily.
What is Kuvera ?
Kuvera is a user-friendly investment tool that allows you to invest in mutual funds, stocks, and other financial assets without incurring any fees. It includes features like goal-based investment, portfolio tracking, and tax-saving options. Kuvera also offers personalised financial planning and secure transactions. The platform is SEBI-registered, giving users further assurance about its safety and dependability.
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Steps for Closing the Account
Step 1: Stop Active Systematic Transactions (SIPs, STPs, SWPs)
- Before Kuvera account de-activated you need to stop any ongoing systematic transactions like SIP, STP or SWP. This can be done through accessing the SIP STP SWP tab of the Kuvera investor portal.
- Also before you proceed, go to the reports section to download a copy of your transaction history for future use. After deactivation of their account, you cannot access any of the data that was recorded in the account.
Step 2: Deactivate Your Account
- Click on the top right corner of your Kuvera screen, then select ‘Settings’.
- Click on Deactivate Account.
- This will instantly lock your access to the account and also an email will be directed to the registered email Id.
Step 3: Confirm Account Deactivation
- As a measure of ensuring only your formal actions deactivate the ggiven link, Kuvera will instantly send a verification email to the registered email address. All you have to do is click the link in the email to say that you really wish to delete the account.
- Once confirmed it will be deleted out of Kuvera active database. The account will actually be terminated, which means you will no longer have access to an account data.
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Conclusion
In conclusion, terminating your Kuvera account is a straightforward process. Simply cancel any active transactions, deactivate your account in the settings, and confirm via email. Remember to download your transaction history before deactivating, as you will lose access to your data later on. If you have any feedback, Kuvera would love to hear it!
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