CAS or consolidated account statement provided the details of all the investments with upto date performance details.

CAS can be generated for CDSL or NSDL web site. The major issue is with mutual fund investments which are not held in Demat format.

DP number is mandatory for registration in CDSL / NSDL , which means if you are a MF investor without demat you might not be able to register.

Alternate would be to use CAMS – CAS option. This would work provided all your MF investments are under the same email address and the details are derived from the email address mentioned in the MF investment.


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