The mutual fund industry in India has experienced significant growth, with assets under management reaching an impressive 53.40 trillion as of March 31, 2023. Despite this, many investors struggle to keep track of their mutual fund investments due to multiple funds across different platforms and accounts. This can lead to challenges in tracking, managing, and making informed decisions about your investments. Consolidating your mutual fund holdings in one place can simplify monitoring, asset allocation, portfolio analysis, and tax reporting. You can generate a consolidated account statement (CAS) using three platforms: NSDL-CAS, CAMS/KFIN-CAS, and MFCentral CAS. Ensure your contact details are updated across platforms, verify your PAN, and update your folios for accurate CAS generation.
