Get Your Portfolio Analysed

The steps to request the CAS are as follows:

Step 1: “Click here” to request CAS.

Step 2: Choose the statement type “Detailed”.

Step 3: Select “Specific Period”.

Step 4: Select the From Date as “01/04/1990” and the Till Date as the current date.

Step 5: In Folio Listing, choose “With Zero Balance Folios”.

Step 6: Enter the email ID linked to your mutual fund investments.

Step 7: Choose any password. This will be used to access the password-protected statement.

Step 8: Submit the same.

You will get an email with your Consolidated Account Statement attached. Upload the same here with the password.