A complete view.
A considered perspective.
One workspace for preparing individual and consolidated family portfolio health reports.
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Request the complete CAS
A detailed statement with exited investments preserves the history needed for analysis.
- Use an official service. Open CAMS consolidated statement or KFintech consolidated statement.
- Choose Detailed → Specific Period. Request 1 January 1990 to today. If the portal limits the date range, use its earliest available date and flag the shorter history.
- Include zero-balance folios. Select “With zero balance folio” or the equivalent. This includes exited investments as well as current holdings, not only empty folios.
- Use the investor’s registered email. Enter the relevant investor’s PAN where available. The statement goes to the investor’s registered address, not the reporting team’s mailbox.
- Choose a PDF password. Complete the issuer’s security check and submit. Retain the original PDF received by email; do not scan or reprint it.
- For families, collect each member’s statement. Once uploads are enabled, submit all PDFs together with their PDF passwords. Never provide an email-account password.
A requested start date is not proof of complete history. Opening balances, transactions and scheme mappings still require automated validation. These instructions cover the supported CAMS/KFintech mutual-fund CAS, not NSDL demat statements.