How to get your mutual fund CAS from CAMS or KFintech

A mutual fund Consolidated Account Statement (CAS) lists the funds held under your PAN across fund houses serviced by CAMS and KFintech. One request covers both.

Steps

1. Open the CAMS website (or the KFintech investor site) and find the CAS or consolidated account statement request, usually under investor services or statements.
2. Choose the detailed statement, so it includes each transaction. VestBook uses the transactions to work out returns.
3. Choose the period. To see your full history, pick the widest period offered.
4. Enter your email address and PAN, and set a password for the PDF.
5. Open the email when it arrives and save the attached PDF.
6. In VestBook, open Upload, choose the PDF and enter the password you set.

Good to know

• The statement covers funds held in your own name. Each family member needs their own statement.
• VestBook asks for the file's password only to open it while reading, and never saves it.

Official site: camsonline.com. VestBook is not connected to or endorsed by it. All guides.