NSDL CAS is a single account statement consisting of transactions and holdings in investor's demat account(s) held with NSDL and CDSL as well as in units of Mutual Funds held in Statement of Account (SOA) form. The statement enables investors to have a consolidated view of his/her financial assets and provide an insight of his/her portfolio across various asset classes. NSDL CAS provides enrich investor experience of managing his/her portfolio effectively and benefit him/her in many other ways viz. better decision making, simplified monitoring, rich analysis of portfolio etc.
As per SEBI guidelines, if there is any transaction in any of the demat accounts of an investor or in any of his/her mutual fund folios, then CAS will be sent to the investor in the next month in respect of transactions executed in previous month along with the holdings. Hence, if investor has done transaction(s) in every month, then he/she will get CAS every month. However, in case there is no transaction in any of the mutual funds folios and demat accounts in any month of the year, then CAS with holding details will be sent to the investor on half yearly basis viz., CAS will be sent with holdings as on March and September end in the next month viz., April and October respectively. For more information, you can visit https://nsdlcas.nsdl.com/#faqSection.
We are democratising the wealth management services by bringing them to your doorstep.
With our portfolio restructuring tool 'Financial Health Check-Up, we will recommend you a customised model equity portfolio to help you meet your financial goals based upon your risk-return profile.
Free of charge portfolio check-up and restructuring with anytime, anywhere portfolio access.
Just upload your latest CAS file stating your investment portfolio in statement of Accounts(SOA) form.
Get a graphical representation of how your portfolio is giving returns or how individual holdings are performing for you, with easy charts, key data points and gains/losses that reflect your investment decisions.
Based upon your risk-return profile, we recommend you a model portfolio by identifying stocks & mutual fund schemes where your portfolio is over-weight or under-weight and needs corrective action.
At a single click, get latest research reports, updates and news on your portfolio holdings.
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*as on 30th June 2016
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