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 these investments and have a consolidated view of all your investments. This will help you understand your
asset allocation mix across all your investments. You can see the breakup of your total investment by category (i.e. Equity, Debt, Hybrid, Commodities, International), and sub-categories (ex. Large Cap, Mid Cap, Aggressive Hybrid, Liquid, Short Term Debt, etc). You will also get smart suggestions from Glide Invest to take corrective actions
(if required). You can keep track of all your investments at any point in time, and as frequently as your want, by simply uploading your
CAS (Consolidated Account Statement) on the app.
Related Articles
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). ...
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 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 ...
Why should you invest in index funds?
Low Cost: Since index funds are passively managed, the total expense ratio (TER) is very less as compared to the actively managed ones. While an actively managed fund may charge you anything between 1-2% as TER, an index fund would typically charge ...