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If you wish to have a consolidated view of your general mutual fund investments made in numerous names (possibly throughout your loved ones members), you are able to do that so long as the registered e-mail deal with is identical throughout the mutual fund investments. One can get a consolidated account assertion by KFintech or CAMS. These are the main registrar and switch brokers (RTAs) which offer providers to traders on behalf of mutual fund homes. You possibly can go to their web site and request a consolidated assertion at your e-mail deal with.
The request type is kind of easy and does not ask for greater than the e-mail-address which you had used whereas making the funding. CAMS or Karvy, because the case could also be, then makes use of the entered e-mail deal with to look what all mutual fund investments are linked to it, throughout fund homes, combines them in a single assertion and sends it to your e-mail deal with.
One can additional add the consolidated assertion to our portfolio tracker for an enhanced view and insights into their investments. You possibly can provoke the method right here.
Learn this text to study Worth Analysis’s superior portfolio tracker.
Nevertheless, if you’re really trying to consolidate a number of mutual fund folios which have been created in numerous names, kindly be aware that it’s not doable. One can consolidate a number of folios provided that the possession construction is identical throughout all of them. Moreover the identify, all different particulars just like the mode of holding, signature, deal with, PAN and social standing ought to match precisely. If they’re the identical, one can go to the investor centre of the fund home and request and submit the related type. Alternatively, one could leverage MF Central for a similar and do the needful from the consolation of their houses. Each CAMS and KFintech, collectively developed MF Central with the assist of depositories and AMFI, as a unified hub for traders after a directive by the Securities and Trade Board of India (SEBI).
MF Central: A one-stop answer for all of your mutual fund wants
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