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Many ways of investing in the stock market and mutual funds and trading apps are present in the market. Through which you invest yourself. At the same time, if we talk about mutual funds only, then there are many investment options available in it. For example, SIP, Tax Saving Scheme or lump sum investment are prominent. In such a situation, many times investors forget their investment and they do not know how much money has been invested. If something like this is happening to you, then this news is for you. Let us tell you how you can only know about your portfolio with the help of PAN number.
The PAN number is not only for tax, but also to add every mutual fund investment to one place. Regardless of all the funds you have invested, with the help of PAN, all the information is found in one place. This not only makes the account of your investment easier, but also makes the calculation of tax and capital gains easy.
Due to SEBI rules and digital technology, you do not need to login to every fund website. With the help of Consolidated Account Statement (CAS), you can see all the mutual fund investment information from your PAN number simultaneously. Through this report, you will know when and in which fund you invested. How many units do you have. What is the current value of investment. SIP is running or closed and how much returns you have received on investment so far.
There was information about the report that what would be known from this. It can be seen through these steps.
step 1Open the website of MF Central, CAMS Online, Kfintech, NSDL or CDSL.
Step-2
Click on Request Cas or View Portfolio.
Step-3
Enter the date of birth if your PAN number, registered email or mobile number and needs.
Step-4
You will get an OTP, put it and see your report.
Step-5
If you want, you can see the report once or you can ask for email every month.
However, sometimes your details are not seen even after this process. There may be some reasons in such a situation, due to which the details are not visible. In such a situation, it may be that your investment is connected to another PAN or your KYC is incomplete. In such a situation, you have to complete the EKYC through Aadhaar on CAMS or KFINTECH website. This will update your portfolio.
SEBI has launched a new platform called Mitra (Mutual Fund Investment Tracking and Reclaim Application) in March 2024. If you feel that you had earlier invested and have forgotten, then you can track old investment by putting your PAN number and date of birth on Mitra. This is especially useful for those who have inherited old investment or who had invested offline before 2010. He can also check his portfolio with its help.
