What does a Consolidated Account Statement (CAS) mean?
A Consolidated Account Statement (CAS) is a comprehensive report that brings together all your mutual fund transactions and holdings into a single document. Whether you’re investing for retirement, your child’s education, or planning an emergency fund, the CAS offers a complete picture of your portfolio, making it easier to track and manage your investments across various fund houses and securities.
Issued by the 10th of every month, the CAS details all your transactions—such as purchases, redemptions, and switches—along with distributor fees and the closing value of your investments. If you’ve registered your email ID, the CAS will be delivered electronically; otherwise, it will be sent to your registered address. You can also conveniently download it from platforms like CAMS and KFintech (Karvy).
For anyone seeking goal-based investing or wondering how to start goal-based investing in India, the CAS acts like a monthly report card, helping you stay organized and make informed decisions. It supports better budgeting and financial planning, essential for setting up strategies like a vacation savings plan or investment planning for a home purchase.
Whether you’re working with a certified financial planner, a wealth management consultant, or looking for a financial advisor in Pune, this statement is a vital tool. As a trusted mutual fund distributor in India, we recommend reviewing your CAS regularly to optimize your investment strategies for wealth creation and ensure your portfolio stays aligned with your financial goals.
To access your CAS, simply visit the CAMS or Karvy website, log in, and download the statement—it’s a small step that makes a big difference in your financial journey.
