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Udaan Aapki, Sahara Hamara
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Understanding Your CAS: One Statement for Your Whole Portfolio

Most investors hold shares in a demat account and mutual funds through registrars — and never see them together. The CAS fixes that.

Who provides your CAS

For demat holdings (shares, bonds, ETFs), the depositories NSDL and CDSL issue a CAS. For mutual funds, the registrars CAMS and KFintech provide a CAS/mailback covering funds across AMCs. Together they give you a near-complete picture.

What it shows and why to read it

Your holdings, their current value, and transactions during the period — a record you can cross-check against what you think you own. Regulators encourage investors to review their CAS to catch anything unexpected early — an unfamiliar transaction, a holding that shouldn't be there — and to keep contact details updated so you receive alerts directly from the depository.

How to get it

You typically receive a CAS by email periodically, and you can request it on demand from the NSDL/CDSL and CAMS/KFintech portals. You'll find quick links to these in the PCJ footer. Reviewing it monthly is one of the simplest habits for protecting your own account.

FAQs

A CAS is a single statement that brings together your demat holdings and mutual fund investments so you can see your portfolio in one place.

Depositories NSDL and CDSL send a CAS for demat holdings; registrars CAMS and KFintech provide a CAS/mailback for mutual funds across AMCs.

Reviewing it at least monthly is good practice, so you can spot any unexpected transaction early and confirm your holdings are correct.

Educational content for general awareness only — not investment, trading or tax advice. Investments in securities market are subject to market risks; read all related documents carefully. Rules and rates are indicative for FY 2025-26 and may change.