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 from date “01/04/1990” and 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.

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