New Delhi : Recently, CAMS and KFin Technologies launched a new website MFCentral, which is a digital solution for better service experience for mutual fund investors.
With the help of MFCentral, you can get all your investments in a consolidated list – made in account format and demat details.
You should also know that you do not need to open a new account. All you need to do is enter your Permanent Account Number (PAN) and mobile number to log in to view your complete investment details under one roof. In this section, we explain how you can download Consolidated Account Statement (CAS) from MFCentral.
MFCentral is a collective work of CAMS and KFin Technologies, MF Registrars and Transfer Agents affiliated to the Association of Mutual Funds (Amfi) in India. The new MFCentral website comes after the Securities and Exchange Board of India (SEBI) directed RTAs to create a platform for MF transactions.
Follow the steps given here to download your CAS:
# You need to sign up for MFcentral account by entering your PAN and registered mobile number.
# Once you have created an account, you need to sign in to your account by entering PAN or PAN Exempt Investor Category (PEKRN) and Password. You can also sign in with the help of One Time Password (OTP).
# Every time you sign in to your MFCentral account, the portal will ask you to enter an answer to one of the security questions you mentioned while signing up. Therefore, it would be best if you memorize the answers while entering the answers to the security questions.
# After signing in, you will see a tab named CAS at the bottom right hand side. Click on it and proceed.
# You can view your CAS summary. Now download the CAS by directly clicking on the ‘Download’ tab given below. You can also download the detailed CAS, which includes the transaction list.
# To download the detailed CAS, you need to specify the period, i.e. the financial year for which you want to download the CAS. Click submit and proceed. You should note that you can download the CAS only after 30 minutes of submitting the request. Also, the demat holdings in the CAS are updated once a week. Hence, check your latest transactions after seven working days.
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