Author Bio

Barun Jit Maitra

Barun is an experienced wealth management professional with over 13 years of expertise in guiding individuals and institutions on their investment journeys. He possesses a deep understanding of financial markets, encompassing a wide range of products, including mutual funds, stock advisory, complex structured products, forex, bonds, and corporate NCDs. He is NISM VA and XXI A certified, as well as IRDAI certified for insurance.

NISM VA and XXI A, IRDAI Certified

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  1. Visit CAMS or KFintech
  2. Enter your email, PAN, and set a password for your CAS.
  3. Select the Detailed CAS option (not the summary) from your first investment date until today or choose 1st January 2000 for convenience.
  4. Click Submit. Your CAS will be sent to your registered email. It usually arrives in about 5 minutes, but may take up to an hour.
  5. Return here, upload the CAS, and enter the chosen password to allow us to analyze it.

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