How to download Cams Statement online for free.

Consoloidated Account Statement

To download your CAMS statement online, follow these simple steps based on the form shown in the image:

1. Statement Type: Select the "Detailed (Includes transaction listing)" option. This will provide you with a detailed view of all your mutual fund transactions.

2. Period: Choose the "Specific Period" option. Enter the From Date as 01-Jan-1991 and To Date as present date to generate the statement covering all your transactions during this time frame.

3. Folio Listing: Select "With zero balance folios". This option ensures you receive a statement with folios that have zero balances, providing a comprehensive view of all your mutual fund folios, even those with no current holdings.

4. Email and Password: Enter your email address (e.g., [e-mail]) and set a password to protect your statement (e.g 123456789). Reconfirm the password for security.

5. Optional PAN: If you have investments in two accounts (yours and your spouse's) with the same email ID, use your PAN to generate a PAN-specific statement for each account. This ensures you receive separate statements tailored to each individual's investment portfolio. Else leave Blank

Once you've filled in all the details, click on Submit to receive your CAMS mutual fund statement. You can also reset the form by clicking on Reset if needed.

Uploading Statement in iNVESTT Platform.

Visit planning.investt.in, navigate to the Portfolio section, then go to Assets.

Click on Add New and upload your CAMS statement along with the required password.

Once submitted, the data will be updated accordingly.

This process helps us identify the funds you're invested in, allowing us to provide personalized, fund-specific advice. Investing is only one part of building wealth; regular rebalancing plays a vital role in optimizing your portfolio and ensuring long-term wealth creation for better financial outcomes.