CAS or Consolidated Account Statement is a combined account statement that shows financial transactions made by an investor during chosen time period across all mutual funds and other securities held in a dematerialised or demat mode. The statement provides a comprehensive view of the investor’s holdings across funds serviced by all the RTAs or Registrar and Transfer Agents.

You can generate your CAMS + KFintech Consolidated Account Statement by visiting the CAMS online portal. For a complete step-by-step guide and link to the site, please click here.

Yes, PAN number is necessary to generate a CAS statement as all folios mapped to a particular PAN number will be displayed in a generated statement.

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Apart from details of financial transactions, the opening and closing balances, the CAS also includes the registered email address, nomination registration status, mode of holding, KYC status, ISIN and Unique Client Code (UCC) for each portfolio and scheme. Mobile phone number if provided by the investor, is shown by masking the middle digits to maintain data confidentiality and privacy.