Investors can obtain their CAS through multiple channels:
1. Registrars & Transfer Agents (RTAs):
-
Access CAS via CAMS, KFintech, or Karvy investor portals using PAN, mobile, and email.
-
CAS is sent electronically or via postal mail, based on preference.
2. Asset Management Companies (AMCs):
-
Download or request CAS from AMC websites for active folios.
-
AMCs coordinate with RTAs to provide consolidated statements across all holdings.
3. Centralized Depositories & Platforms:
-
CDSL/NSDL provides CAS for mutual funds held in demat form.
-
SEBI-registered platforms like AMFI KYC portal, MyCAMS, and KFintech offer consolidated portfolio views.
4. Email or Written Request:
- Submit a formal request to the AMC or RTA with relevant details.
Automated Dispatch:
- CAS is sent monthly if transactions occur, or half-yearly if no transactions take place.
Important Notes:
-
CAS is linked to PAN and consolidates holdings across all fund houses.
-
Ensure contact details are up-to-date with AMCs or RTAs for timely receipt.