Consolidated account statement of Mutual Funds across

The Consolidated Account Statement (CAS) is issued either as an email or physically once in six months if there were no transactions during the month. The CAS provides you a consolidated view and valuation of all mutual fund investments across fund houses under a particular PAN.

         

www.karvymfs.com/platformservice/

For investors’ convenience, KARVY, CAMS, Franklin Templeton and Sundaram BNP Paribas Financial Services (SBFS) have, in a syndicated initiative, enabled the MF investors to get a consolidated view of their MF holdings through e-CAS via a mail-back service and are well established and accepted by the stakeholder community.

Investors can now request for a CAS across their MF holdings in Franklin Templeton Mutual Fund and all mutual funds serviced by KARVY, CAMS, and SBFS.


Investors who have registered their email address with mutual funds serviced by KARVY, CAMS, FTAMIL and SBFS, can avail the facility to obtain a consolidated PDF Account Statement in their registered email address.

Subscribe to My Smart Investment "MUTUAL FUND" by Email