iNVESTT
Model PortfoliosPersonal Advice
  • πŸ‘‹Welcome to iNVESTT
  • Model Portfolios Faq
    • πŸ’‘What are Model Portfolios?
    • ⁉️I don’t know which portfolio is best for me. What should I do?
    • ✨How iNVESTT Select Mutual Funds
    • πŸ’ΉHow iNVESTT Track Mutual Funds?
    • πŸ”ΌHow Many Mutual funds will be recommended in Model Portfolios?
    • πŸ“ŠWhat are Direct and Regular Mutual Funds?
    • πŸ‘How iNVESTT is Better than ETmoney Genius or Youtubers or Other Platforms?
    • ⏳What advices are covered in Model Portfolios?
    • πŸŒͺ️Are Sector and Thematic Funds Recommended in Model Portfolios?
    • πŸ“„What is a One-Time Mandate in Mutual Funds?
  • πŸ’«Mutual Fund FAQ
    • πŸ“ͺWhat is segregated portfolio in mutual fund.
    • πŸ“ŽWhat is portfolio turnover ratio in mutual fund
    • πŸͺ„How many mutual funds should you have in your portfolio
    • How to download Cams Statement online for free.
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  1. Mutual Fund FAQ

How to download Cams Statement online for free.

Consoloidated Account Statement

PreviousHow many mutual funds should you have in your portfolio

Last updated 5 months ago

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

Click on the link above and follow the steps.

  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., hello@investt.in) 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.

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Get Consolidated Account Statement - CAMS+KFintech
click on the link to open cams website
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