Consolidated Account Statement is a feature that is made available by RTAs (CAMS, KFINTECH, and Franklin). It consists of all the transactions of the client across all mutual funds in India. 


This service is email-id based. So the client must have linked his email id to all the folios. If some funds are missing, the client can update the folio with his email id and try again.


Step 1

To Generate a CAS statement, go to the dashboard and select the client for generating the CAS. 


Step 2

On the Holdings page, click on Import -> Via CAS upload.


Step 3

On Import via CAS Tab, click on Generate CAS.


Step 4

Now click the link on the tab, and it will be redirected to the CAMS website.


Step 5

Steps to be followed on the CAMS page, 

  • Statement Type: Detailed
  • Period: Specific Period from 01-Jan-1987 till Today
  • Folio Listing: With Zero balance folios
  • Email: siv********kj@gmail.com
  • PAN: GM*****720N (Optional)
  • Password: siva52446



After you Submit it, the client will receive the statement from CAMS Mailback Service via email. This usually takes 15-20 mins, but in some cases, it can take up to 12 hours.


Alternatively, you can also generate the statement from any one of these portals:

Please make sure to select Statement Type - Detailed and including nil folios.