Consolidated Account Statement (CAS)

Consolidated Account Statement (CAS) is a brilliant facility for traders, who wish to test their whole investments (Equity Shares & Mutual Funds) in a single move. CAS an be used to test transactions and likewise to understand the valuation of the holdings. Here are entire main points on CAS & & four Ways to Download it.

Consolidated Account Statement (CAS) is a unmarried/mixed account observation. It displays the main points of economic transactions made via an investor all Mutual Funds and likewise different securities held in dematerialized (DEMAT) mode.

e-CAS allows a unmarried consolidated view of all of the investments of an investor in securities held in demat shape with the Depositories. It additionally displays bodily for MFs as in Statement of Account (SOA) shape.

Consolidated Account Statement (CAS) is Email-based

If the Email-id is other, then CAS shall be ordered as in line with the selection of IDs. It issued for the ones folios/accounts in which a monetary transaction has been made and in which unitholders are an identical, known via PAN.

So if I’ve 2 e mail IDs: DemoID1@gmail.com & DemoID2@gmail.com. And my PAN is ABCDE1234Z, I can have to reserve CAS two times bringing up the two IDs at the below-mentioned internet sites.

How to reserve CAS?

You can generate e-CAS from four internet sites or organizations. These are:

• Central Depository Services (India) Ltd (CDSL)
• National Securities Depository Limited (NSDL)
• Computer Age Management Services (CAMS)
• Karvy Fintech (OkayFintech)

CAS DATA

If you practice the Consolidated Account Statement via CAMS or Karvy, you simplest get MF holdings.

When you practice CAS via NSDL & CDSL, you get MF holdings plus Shares main points.

How to Download e-CAS via CDSL

Step 1: Visit: https://www.cdslindia.com/cas/logincas.aspx

Step 2: Put for your PAN Card element, BO ID (Beneficiary proprietor id quantity is the Demat account quantity allocated to the beneficiary holder(s) via DP. In CDSL it’s 16 digits quantity. Then put for your DOB. Click on Submit.

Step three: By clicking on publish robotically a One Time Password (OTP) is shipped on your registered cell quantity. Put within the OTP and publish.

Step four: You can choose the 12 months and month click on at the seek to obtain the e-CAS observation. The e-CAS observation is password safe and to open the similar you wish to have to position for your PAN main points in ALL CAPS.

How to Download e-CAS via NSDL?

Step 1: Visit: https://nsdlcas.nsdl.com/

Step 2: Click on NSDL e-CAS at the height menu bar. You can subscribe to common e-CAS via putting in place your CAS ID and PAN main points. You will obtain your e-CAS for your registered E mail ID ceaselessly. In case you don’t know your CAS ID click on on ‘Know your CAS ID’

Step three: By clicking on ‘Know your CAS ID’ a pop will seem, put for your PAN main points, DP identify, and ID (Company you hang an account with), and your consumer ID. Then click on on publish to understand your CAS ID.

Step four: If you realize your CAS ID and wish to get entry to an e-CAS of a specific month & 12 months. Click on ‘Track Your CAS’ from the highest menu bar. Scroll right down to the segment, click on at the ‘Click here button’- a pop up will seem.

Put for your Consolidated Account Statement CAS ID, PAN registered E mail ID and the month/12 months e-CAS you need. Click at the publish button. e-CAS will come at the e mail after some mins.

How to Download e-CAS via OkayFintech?

Step 1: Visit https://mfs.kfintech.com/investor/General/ConsolidatedAccountStatement

Step 2: Select ‘Detailed’ from observation sort & choose ‘Specific Period.’

Step three: After a specified duration choose a period of time.  Fill the “Date’ and ‘To Date’. It is perfect to obtain the newest e-CAS backdated to a month. Put for your registered email ID, PAN main points, and create a password to get entry to the e-CAS.

How to Download e-CAS via CAMS Online?

Step 1: Visit https://www.camsonline.com/InvestorServices/COL_ISAccountStatementCKF.aspx

Step 2: Put for your registered E mail ID, PAN main points (non-compulsory), and create a password of your selection to offer protection to the e-CAS and use it to open the observation when gained for your E mail then click on on Submit.

Once you click on on Submit you’re going to get a request affirmation and your e-CAS shall be despatched for your registered E mail ID inside of an hour. You can get entry to the Consolidated Account Statement with the password you generated whilst filing the request.

Hope this text is helping you’re making pals with the ability – CAS.