Consolidated Portfolio Statement - Now with Dividend Payout
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
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
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
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.