Author Bio

Zeba Pathan

Zeba Pathan, a Partner and Senior Wealth Manager at Cube Wealth, brings over six years of dedicated experience in the investment management arena. With a strong academic grounding in Accounting and Finance from the University of Mumbai, Zeba has cultivated a reputation as a trusted and insightful Wealth Coach. Her passion lies in making the complexities of finance accessible, empowering individuals from diverse backgrounds to take control of their financial futures. Through a blend of deep market knowledge and exceptional client engagement, Zeba crafts personalized strategies that bridge the gap between financial understanding and tangible results. Her approach is characterized by a meticulous eye on market dynamics, enabling her to proactively position client portfolios for growth while maintaining a strong focus on prudent risk management. Zeba's commitment to clear communication and a genuine understanding of her clients' unique needs has fostered lasting relationships built on trust and success. Prior to her wealth management career, her experience at Tata Consultancy Services provided a valuable cross-industry perspective, further enriching her ability to connect with and serve a wide range of professionals.

NISM, Investment Management Certification

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How to Download Your Consolidated Account Statement (CAS)

  1. Go to CAMS Website, Click here
  2. Fill out the form:
    • Statement Type: Choose "Detailed (Includes transaction listing)”
    • Period: Choose "Specific Period"
    • From Date: Enter "1 January 2000" (Do it this way for convenience)
    • Folio Listing: Choose "Without zero balance folios"
    • Email: Enter your email address linked to your folios
    • PAN: Enter your PAN number (optional)
    • Password: Create a password to protect your file (eg Cube@2025)
    • Confirm Password: Type the same password again
  3. Click "Submit". Your CAS statement will be sent to your email
  4. Return here, upload the CAS, and enter the chosen password to allow us to analyze it

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