NSDL / CSDL Consolidated Account Statement (CAS) is single statement of all Investments in securities market. CAS includes Investments in equity markets, preferential shares, Mutual Funds, Bonds, Debentures, Securitized Instruments, Money Market instruments, and Government securities held in various demat accounts.
CAS is part of vision to bring overall financial assests held in demat accounts, mutual fund folios in single view. SEBI has introduced CAS after the directions by Finance Ministry in the Interim Budget 2014. CAS helps you to monitor the Investment portfolio, Value and Composition.
CAS gives dynamic, detailed and graphical representation of Investment. CAS will show the various demat account held by you , secondly portfolio value trend implies your monthly movement of values then CAS provides you with holding in various asset classes with value. If you have e-insurance account for health and life insurance, that will also reflected in you CAS. Single statement of all your financial products.
Mentotax recommends you to activate and receive your Consolidated Account Statement. CAS helps you to monitor performance of Investments. CAS supports in rebalancing and restructuring of Investment.
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