Here is a new service for all of us
Now we can get a consolidated or interactive statement for our portfolio
A great help specially for our mutual fund PF
Not all fund houses send statements regularly, and not all of us are diligent in storing them safely. However, if you had mentioned your email address in your mutual fund application form, you can receive a statement on your email.
Alternatively your PAN no. can alo be used for this service
CAMS has introduced a consolidated mail-back service that provides a holding statement for all the investments made using an email address.
You have to just go to www.camsonline.
CAMS provides consolidated statements across the mutual funds that it serves as well as those served by Karvy
Cautionary note: The resulting statement might not represent the entire set of holdings of an investor for these reasons:
There are four such mutual fund back-offices. While CAMS and Karvy account for a bulk of mutual funds, there is Franklin Templeton (servicing FT schemes), and Deutsche (servicing JP Morgan schemes). If you have investments in FT or JPM, your holdings will not show up in the CAMS-Karvy statement
Do subscribe and get organized
In interactive , you can even see charts of mutual funds , or send requests as per your needs either detailed for a period , or a snapshot , or one to reconcile all your transactions for accounts purpose
Great Service
Do subscribe
Happy Trading,
United we grow!!!
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