It is very common that investors tend to buy mutual funds through different third-party platforms due to various reasons. Most of the investors find it often difficult to keep track of their investments across these mutual fund platforms. This article helps investors on how to keep track of mutual fund investments in different portfolios across AMCs through different platforms in an automated way.
Consolidate Account Statement from KARVY and CAMS is the detailed report containing mutual fund investments. The CAS report will contain all the direct and regular mutual fund investments linked with the specific PAN number.