Consolidated Portfolio Statement - Now with Dividend Payout Summary !!

The Consolidated Portfolio statement that helps you stay updated on your Portfolios across CAMS Serviced funds, has just got better. The statement now provides Dividend pay-out value for the current financial year in addition to your portfolios’ balances by Asset class, by Investor, Cost value, Market value, Period of holding and Return on Investment.

You can now add all your investments, comprising Mutual Funds, Shares, Insurance, Real Estate and Small Savings to your Portfolio Account.

For reasons of security, please specify your email id in your application form. If you wish to register your email id anew, please register your email id with us in writing.

To review only the Mutual Funds serviced by CAMS as a "sub-portfolio", simply specify your registered email id in the form below – creating a separate Portfolio Account is not required anymore.

Should you wish to include other investments such as shares, small savings, insurance, real estate etc. and track your complete portfolio, you may do so by creating a Portfolio Account.

Click here to create or update a Portfolio Account.

 
 

This is an email-only service; if you have not provided an email address in your application form, this request cannot be responded to.This screen is intended for valid and authorised investors only. Illegal or unauthorized access could lead to legal action. As a precautionary measure and to prevent spamming, we allow 3 Portfolio Statement requests per day and 15 requests per month per registered email id.

Email is cost effective, reliable and environment friendly. We encourage you to register your email address with CAMS by writing to us under original signature. Providing an email address will enable you to participate in a host of E-Services.

Risk Factors : Please be aware that there is a risk that Valuation Statements requested via email can be intercepted by hackers while en-route to your mailbox, or seen by unauthorised individuals if your inbox security is inadequate. Please also note that CAMS accepts no liability for contents of the Portfolio Valuation Statement, and we strongly urge you to consult a tax professional for advice.

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