How do I get a consolidated account of all mutual funds?

Log onto the CAMSonline portal and click on ‘Investor Services’ on the top menu. Then, click on the ‘Mailback Services’ tab on the left side of the menu. Next, select ‘Consolidated Account Statement – CAMS+Karvy+FTAMIL+SBFS’. Once this is done, you need to provide a valid email address and choose a password.

How do you get CAS for mutual funds?

Investors who have registered their email address with mutual funds serviced by KARVY, CAMS, FTAMIL and SBFS, can avail the facility to obtain a consolidated PDF Account Statement in their registered email address.

How do I download a CAS statement?

Steps to download e-CAS through NSDL

1. Step 1: Visit: https://nsdlcas.nsdl.com/
2. Step 2: Click on NSDL e-CAS on the top menu bar.
3. Step 3: By clicking on ‘Know your CAS ID’ a pop will appear, put in your PAN details, DP name and ID (Company you hold account with) and your client ID.

How do I get a consolidated account statement?

How to generate a Consolidated Account Statement?

1. Step-1 Go to camsonline.com.
2. Step-2 Click on Investor Services.
3. Step-3 Click on CAS- CAMS, Karvy, FT, SBFS.
4. Step-4 Enter your email ID and Permanent Account Number (PAN).
5. Step-5 Enter a password of your choice.

How do I get my CAS statement online?

In simple words, it is similar to a bank account statement. It keeps track of all your monthly transactions across mutual funds, bonds, and direct equities. It is generated every month and is mailed to the investors by the 10th day of the following month. The following are some benefits of the CAS statement.

How can I get Sundaram Mutual Fund statement?

Steps to Check Sundaram Mutual Fund Balance Online

1. You need to have a valid email id registered with Sundaram Mutual Fund Account.
2. If not registered, then first get it registered.
3. Visit KFINTECH.
4. Click “Account Statement” and then click on Account Statement by Email/Folio link.

What is mutual fund consolidated account statement?

Consolidated Account Statement (CAS) is a single/combined account statement which shows the details of financial transactions made by an investor during a month across all Mutual Funds and also other securities held in dematerialised (Demat) mode.