Embedded Files
1. NSDL CAS (Consolidated Account Statement):
The NSDL CAS is a powerful tool that consolidates all your investments in the securities market. It provides a comprehensive view of your holdings, including details of equity shares, preference shares, mutual fund units, sovereign gold bonds, corporate bonds, debentures, securitized instruments, money market instruments, and government securities held in demat form.
To access your NSDL CAS:
Visit the https://nsdl.co.in/nsdlcas/ website.
Log in using your credentials.
Explore the consolidated statement to review your investments.
The electronic version of NSDL CAS (e-CAS) offers enhanced security and ease of storage and retrieval.
2. CAMS (Computer Age Management Services):
CAMS is a trusted service provider for mutual funds. You can download your mutual fund account statement from the CAMSonline portal.
Follow these steps:
Visit the https://www.camsonline.com/ portal.
Log in using your registered email ID or PAN.
Navigate to the “Account Statements” section.
Select the relevant mutual fund folio.
Download your account statement.
CAMS provides detailed information about your mutual fund investments.
3. KFIN Technologies Pvt Ltd (formerly Karvy Fintech):
Visit the official website of https://mfs.kfintech.com/investor/.
Log in using your credentials.
Access your investment-related statements and reports, including transaction status and capital gains statements.
4. Zerodha:
Transaction History:
Log in to your Zerodha account.
Navigate to the Reports section.
Click on Order History under the Transactions box.
View and download your transaction history here.
Ledger Report:
Click on your profile icon in the top right corner.
Select Reports.
Under Tax Filing, click on Groww Balance Ledger.
5. Groww:
Transaction History:
Go to the Reports section and find your transaction details under Order History.
Ledger Report:
Click on your profile icon.
Select Reports.
Under Tax Filing, click on Groww Balance Ledger.
Remember to provide your Permanent Account Number (PAN) when accessing these services to ensure accurate retrieval of your investment details. Regularly review your investment statements to stay informed about your financial health.
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