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# How to Access Your Portfolio After Leaving BayFolio
- URL: https://bayfol.io/farewell/
- Published: 2024-03-01T03:30:00.000Z
- Updated: 2025-02-02T15:29:13.000Z
- Description: A farewell is necessary before we can meet again, and meeting again, after moments or a lifetime, is certain for those who are friends.
- Author: BayFolio LLP
- Tags: Frequently Asked Questions (FAQ), How To

In the mutual fund space, there are two formats:

1. SOA - **Statement of Accounts** (universal) format
2. DEMAT - **Dematerialised** (via broker) format

**At BayFolio, we follow the SOA format, as this is universal.** 

A demat format (via broker) would require you to transfer your portfolio from one demat to another demat, and things may get complicated. With demat format, you are in a 'broker' prison.

> To avoid this hassle, we adopted the SOA format standard for ease of transition. As we do not wish to lock in our clients. We want our farewells to be just as enjoyable as our welcomes.

If you ever decide to leave BayFolio (we will miss you 🙁 of course), you can download the apps from any one of the following players below and enter your PAN details to view your mutual fund portfolio – and you're good to go.

You can freely sell any mutual funds you bought via BayFolio. If you do, we will no longer receive any commissions.

**SOA (Non Demat) Players:**

[Groww - Online Demat, Trading and Direct Mutual Fund Investment in IndiaStart Online Investing in Stocks & Direct Mutual Funds with India’s No. 1 Investment & Trading Platform - Groww. Equity Trading, F&O, Direct Mutual Funds with Zero-commission & 24x7 support.![](https://groww.in/favicon32x32-groww.ico)Groww![](https://groww.in/groww-logo-270.png)](https://groww.in/?ref=bayfol.io)

[Groww](https://groww.in/?ref=bayfol.io) \- we suggest using this platform, as it is the largest and simplest to use.

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[Dhan - Online Stock Trading and Investing Platform for IndiaOnline stock trading and investing platform for Stocks, F&O, Commodity, ETFs, Mutual Funds and IPO - Start online trading in stock market with Dhan!![](https://dhan.co/_next/static/media/favicon.80733268.png)Dhan![](https://stock-logos.dhan.co/share-image/twitter-share.png)](https://dhan.co/?ref=bayfol.io)

[Dhan](https://dhan.co/?ref=bayfol.io)

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[Kuvera - Invest in Mutual Funds, Fixed Deposits , Stocks and moreKuvera the one stop solution for all your investments and financial goals. Start your investment journey with Kuvera to save and earn more.![](https://assets2.kuvera.in/production/babylon/1.0.35/assets/img/favicons/android-icon-192x192.png)Facebook![](https://assets2.kuvera.in/production/babylon/1.0.35/assets/img/kuvera_logo.png)](https://kuvera.in/?ref=bayfol.io)

[Kuvera](https://kuvera.in/?ref=bayfol.io)

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[ICICI Direct - Online Share Trading in India At Low BrokerageStart online share trading with India’s trusted stock broker ICICI Direct at a low brokerage. We offer futures and options, mutual funds, currency, and commodity trading.![](https://www.icicidirect.com/Content/images/favicon.ico)Online Share Trading in India At Low Brokerage![](https://www.icicidirect.com/Content/images/new-img.png)](https://www.icicidirect.com/?ref=bayfol.io)

[ICICIDirect](https://www.icicidirect.com/?ref=bayfol.io)

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[Online Stock Trading & Investment Platform With Zero Brokerage Charges | Kotak Neo by Kotak SecuritiesStart your online trading journey in share market at zero brokerage charges with Kotak Neo, India’s leading investment & trading platform by Kotak Securities. Open a Demat Account now to get started!![](https://www.kotaksecurities.com/uploads/klogo.ico)website![](https://www.kotaksecurities.com/assets/kotak-logo.svg)](https://www.kotaksecurities.com/?ref=bayfol.io)

[Kotak Securities](https://www.kotaksecurities.com/?ref=bayfol.io)

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[Online Trading - Open Stock/ Share Market Trading Account | HDFC securitiesHDFC securities - It is one of the leading stock broking companies in India. Open your Demat account now.![](https://www.hdfcsec.com/favicon.ico)logo![](https://www.hdfcsec.com/Content/images/hdfc_logo_symbol.jpg)](https://www.hdfcsec.com/?ref=bayfol.io)

[HDFC Securities](https://www.hdfcsec.com/?ref=bayfol.io)

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[Paytm Money - Online Demat Account, Trading, Direct Mutual Funds & NPSOpen online demat account & start your stocks trading journey. Invest in best direct mutual funds with zero commission. Save taxes & enjoy regular pension income with NPS only on Paytm Money.![](https://www.paytmmoney.com/apple-touch-icon.png)Paytm Money![](https://www.paytmmoney.com/share.png)](https://www.paytmmoney.com/?ref=bayfol.io)

[Paytm Money](https://www.paytmmoney.com/?ref=bayfol.io)

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And if all else fails, there is always [SBI Securities](https://www.sbisecurities.in/?ref=bayfol.io), [MF Central](https://mfcentral.com/?ref=bayfol.io) (run jointly by CAMS+KFintech) / [MF Utilities](https://www.mfuindia.com/?ref=bayfol.io) (run jointly by AMCs) or even the AMC site. A demat format would not allow you to use any of these.

If you do not wish to sell (as you may have to book capital gains unnecessarily) – you can always write to your new mutual fund distributor or advisor and request for your funds to be mapped to their ARN (AMFI Registration Number) - the processing of this will take 6 months as per SEBI.

Till we meet again, we wish you farewell and may your investment journey be rewarding.