CAMS provides you with a Consolidated Account Statement (CAS) in PDF format.
Here's a sample CAS from CAMSOnline:
If you invest in Mutual Funds, the beauty of CAS is that it contains accurate transaction-level details for every single MF scheme traded by you & your family members since inception.
Even though this statement comes from CAMS, it includes all your investments in MF schemes managed by CAMS, Karvy and Franklin Templeton.
This ensures that your Mutual Fund portfolios always stay updated in real-time.
With MProfit, uploading your Mutual Fund transactions and tracking your investment returns are both much easier, thanks to our CAS import feature.
Follow the steps below to request your CAS file from CAMSOnline:
STEP 1: Go to https://www.camsonline.com/, click Accept and then click the Proceed button
STEP 2: Click on Investor Services
STEP 3: Next select, Mailback Services
STEP 4: On the next page, click the Consolidated Account Statement - CAMS+Karvy+FTAMIL option
STEP 5: Enter all required details, as shown in the screenshot below, and then click the Submit button
STEP 6: Your request for CAS is now successfuly placed with CAMSOnline, and you will receive your CAS on your registered email within a few hours
Once you've received your CAS from CAMSOnline in your email, importing to MProfit is very easy.
Your CAS import will now be automatically initiated.
You can set up an auto-forwarding rule in your MProfit registered email inbox, so that your CAS is auto-forwarded to your MProfit account as soon as CAMSOnline sends it to you via email.