I have emailed my CAS report but my investments are still not reflecting?
There can be multiple reasons for the same:
- You have sent the wrong CAS report, namely, a report generated from CAMS, NSDL or CDSL. We only accept CAS generated from KFintech.
- The password provided is incorrect and the system is not able to access the PDF report.
- You could be requesting the email for someone other than yourself (different PAN)
- The email address might not be linked with your account.
If you are partially able to see your external portfolio (investments made outside GlideInvest app), then following is the reason for the same. The report is generated using your registered
email address and if you have multiple investments using multiple email
address, then the CAS will only include the investments made using the
email address provided while generating the report.
can generate CAS reports from other email addresses as well and import
the same for consolidated analysis. Alternatively, you can use one
single email address across all your investments; you will have to
change email address wherever required..
Please make sure your generate the recent KFintech CAS from GlideInvest app and forward the same to email@example.com
What is Consolidated Account Statement (CAS)?
CAS (Consolidated Account Statement) is a statement of all your mutual fund investments made across various AMCs and serviced by various RTAs (KFintech, CAMS, and Franklin). This statement can be generated from either of the RTAs (CAMS or KFintech). ...
Why should I import my external portfolio using CAS on GlideInvest?
External investments are those mutual fund investments made using any platform outside of Glide Invest. They may have been done directly via the AMC's website, or through brokers, advisors or distributors. On the Glide Invest app, you can import ...
How can I find out if I have invested in a regular plan or direct plan?
Investments made through a financial intermediary like a bank or a broker are usually regular plans. If you have invested through a financial planner and he/she has advised you on what to buy, done all the paperwork himself/herself and has collected ...
How can I bring my current funds to your platform? Can I map them to my goals?
You cannot transfer or migrate your funds from one platform or advisor to another. Your best alternative is to STOP investing on those platforms and setup new SIP orders in Funds or setup new Goals on Glide Invest. Look at it as an opportunity to: ...
How do you rebalance your portfolio?
Rebalancing can be triggered based on different types of events, the two most popular being: Time-based trigger: Be reviewing your investments once a year, or any other pre-defined time period, you can re-calculate your asset allocations and ...