How To Guide

What is a Consolidated Account Statement (CAS) & Why It Matters in 2025

Get clarity on all your mutual fund investments with CAS. Learn how to download it, read it, and use it to improve your financial planning.
June 16, 2025
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Ever struggled to track all your mutual fund investments across different apps or emails? It’s like having your money spread out in ten different lockers and no single key to open them all at once.

Pro tip: Review your CAS quarterly to identify underperforming funds and rebalance your portfolio strategically before minor losses compound.

Enter the Consolidated Account Statement (CAS) — your all-in-one investment summary. Think of it as your personal financial dashboard that brings clarity, simplicity, and control over your mutual fund investments.

In this comprehensive guide, we'll walk you through everything about your Consolidated Account Statement – from understanding what information it contains and how to download your CAS statement online, to avoiding critical mistakes while reading it, and ultimately using it as a powerful tool for strategic wealth building. Ready to turn financial confusion into clarity? Check out our mutual fund health check service to see how your portfolio truly measures up against your goals.

What is a Consolidated Account Statement (CAS)?

The Consolidated Account Stat

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Upload Your CAS. Let Us Do the Heavy Lifting.

Click to upload a File

OR

Drag and drop CAS File Here

Instructions to get your CAS

  1. Visit CAMS or KFintech
  2. Enter your email, PAN, and set a password for your CAS.
  3. Select the Detailed CAS option (not the summary) from your first investment date until today or choose 1st January 2000 for convenience.
  4. Click Submit. Your CAS will be sent to your registered email. It usually arrives in about 5 minutes, but may take up to an hour.
  5. Return here, upload the CAS, and enter the chosen password to allow us to analyze it.

Got your CAS?