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Consolidated Account Statement

Consolidated Account Statement is a single account statement that consolidates financial transactions in all your portfolios, across all schemes of all mutual funds. The Consolidated Account Statement (CAS) is being issued consequent to an amendment in the SEBI Regulations. KARVY, CAMS, FTAMIL and SBFS have individually provided great convenience to investors by allowing them to see a consolidated view of their holdings within the verticals of their respective serviced Funds. Such statements are sent via Mailback, and are well established and accepted by the stakeholder community.

When does one receive the Consolidated Account Statement?

A consolidated account statement will be sent either on or before the tenth day of the succeeding month, detailing all the transactions and holdings at the end of the month, including transaction charges paid to the distributor, across all schemes of all mutual funds and to everyone whose portfolio transactions have taken place during that month. Investors can now request for a Consolidated Account Statement across his entire holdings in KARVY, CAMS, FTAMIL and SBFS serviced Mutual Funds. Since there exist other Funds that are not serviced by either KARVY or CAMS or FTAMIL or SBFS, this will not be an industry consolidation, but it will certainly be a massive step forward for investors. If you have registered an email address in your folios across Funds serviced by KARVY, CAMS, FTAMIL and SBFS, you can use this to obtain a consolidated PDF Account Statement at your registered email address.

Click here to get online Consolidated Account Statement

 

     Invest Online-NSE

NSE has developed an online platform MFSS. This is a transactional online platform which facilitates you invest as lump sum, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units under the strictly guidance of your adviser.



 

 

 

 

 

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  Online Portfolio View

  

Convenience is just a click away! We offer a host of services to manage your mutual funds and other investments. You can now integrated consolidate online portfolio view of all your holdings in all Funds serviced by us in one single window through our Wealth Magic Portfolio Online.  

 

 

 

 

 

 

 

 

 

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