What is CAS? Why Do You Need To Keep A Track of It?
The NSDL Consolidated Account Statement (CAS) compiles all investors securities, from equity shares to mutual funds and bonds, in one single document. The consolidated statement allows investors to easily track the investment portfolio's holdings, their current value and overall composition. Thereby, the CAS potentially offers clarity for better strategic planning. The secure e-CAS version ensures easier access.
- For information and inquiries, visit https://nsdlcas.nsdl.com or contact us at Contact us. Investors can also share feedback at NSDL-cascomplaints@nsdl.com.
NSDL CAS: Track All Your Investments In One Place !
One single document for all your holding
Monthly statement track all your progress
consolidated mutual funds statement
Access to E Insurance Accounts
NSDL CAS is a single statement of all your investments in the securities market. It also includes details of your investment in mutual fund units which are kept in statement or folio form with different mutual fund companies. All investments held in single or joint names with you as the sole/first holder are a part of the NSDL CAS. NSDL CAS offers you unparalleled convenience in keeping track of your investment portfolio. You can easily monitor the investments you hold, their value and portfolio composition. Since it comes from the depository directly, CAS reflects true status of your investments. It will help you in developing strategy to manage your investments better.
Video on CAS
to know more about how to moniter NSDL CAS is a single statement of all your investments in the securities market.
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NSDL CAS Reflect All Investment in Demat Account
Equirty Shares
Preference Shares
Soverign Gold Bonds
Debentures
Securitized Instruments
NPS
Government Securities
How do I Subscribe For e-CAS?
- 01
Click on the link
https://nsdlcas.nsdl.com - 02
Enter your CAS ID* and PAN details and enter the captcha.
- 03
You have now subscribed to a regular e-CAS sent directly to your registered email ID
*If you don’t know your CAS ID - enter details viz., PAN details, select DP name and DP ID, enter client ID and captcha.
How Do I Get My e-CAS?
- 01
NSDL e-CAS is available on NSDL SPEED-e mobile app or on IDeAS (https://eservices.nsdl.com/)
- 02
Enter your demat account detail and get yourself registered.on NSDL SPEED-e mobile app or IDeAS facilities.
- 03
Login and download your eCAS statement
Benefits of NSDL CAS
Summary of portfolio investments across all holdings in both Demat and Statement of account (SOA) form
Demographic details displayed –Email, Bank Details, DOB, Nominee
Asset-wise classification of the portfolio.
Details of e-Insurance Account with NIR displayed
Stock Symbol of Exchange displayed for listed equity
Distributor commission displayed in respect of MF units
% change of value in your Consolidated Portfolio
Interactive, Dynamic, Graphic and detailed view of the statement
Rich analysis of portfolio for better decision making and simplified monitoring
Enriched experience of managing portfolio effectively
Insight of portfolio across various asset classes
Read more benefits and FAQS
NSDL's CAS offers unparalleled convenience to investors in managing their investment portfolios. Here are some key benefits of NSDL CAS:
- Effortless portfolio tracking: With NSDL CAS, investors can easily monitor their investment portfolio's holdings, their current value and overall composition.
- Strategic investment management: Investors can use NSDL-CAS insights to develop effective strategies for better management of their investments.
- Enhanced security and convenience: NSDL e-CAS, the electronic version of NSDL CAS, offers superior security and ease in storage and retrieval when compared to traditional formats. One can download their NSDL e-CAS statement easily for their perusal.
- Holistic understanding of investment: With NSDL CAS, investors get a detailed summary of their all demat holdings and Statement of Account (SOA) specifics. This can help in making informed decisions regarding profitability and ongoing investments in specific funds.
- Asset-wise classification: NSDL CAS gives a categorised view of investments by asset type. This helps in strategic comprehension and informed decision making for future investments.
- Reduced paperwork: Investors no longer have to go through piles of papers to get their investment information. NSDL e-CAS offers investors the convenience of monitoring their entire portfolio through a single report while reducing paperwork.
- Visual representation: NSDL CAS incorporates graphical representations to illustrate investment data, providing visual aids for easier comprehension and analysis of portfolio.
- Demographic insights: NSDL CAS gives access to demographic information spanning demat accounts and MF folios, offering a consolidated view for a better understanding of investor details across these holdings.
- Monthly Dispatch Clients (except BSDA clients) who have conducted any transactions in their demat account or mutual fund folio during the month will receive the NSDL e-CAS.
- Half Yearly Dispatch (September end and March end): Clients without transactions but with balances in their demat account or mutual fund folios will receive the NSDL e-CAS.
- Yearly Dispatch (March end): Clients with no transactions or balances in their demat account or mutual fund folios will receive the NSDL e-CAS.
Register for NSDL SPEED-e Mobile App or IDeAs facility to fetch the e-CAS.
To register a query/complaint, visit https://nsdlcas.nsdl.com/ or contact us at the relations@nsdl.com
e-CAS is the electronic form of the Consolidated Account Statement, offering digital access to investment details for efficient monitoring.
NSDL CAS makes portfolio management easy by offering a comprehensive overview, asset-wise categorisation, reduced paperwork, graphical representations aiding comprehension and access to demographic insights across demat accounts and MF folios for better investor understanding.
The Financial Kaleidoscope
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