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).
You can generate your statement using the below links.
Please note, currently, GlideInvest app accept statements generated from KFintech only.
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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 ...
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 ...
What is asset allocation?
Asset allocation is a portfolio construction strategy that involves the use of multiple asset classes to create a portfolio with risk and return characteristics suitable as per the individual’s risk profile. While equity and debt are the most ...
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 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 ...