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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How to Download Your Consolidated Account Statement (CAS)

  1. Go to CAMS Website, Click here
  2. Fill out the form:
    • Statement Type: Choose "Detailed (Includes transaction listing)”
    • Period: Choose "Specific Period"
    • From Date: Enter "1 January 2000" (Do it this way for convenience)
    • Folio Listing: Choose "Without zero balance folios"
    • Email: Enter your email address linked to your folios
    • PAN: Enter your PAN number (optional)
    • Password: Create a password to protect your file (eg Cube@2025)
    • Confirm Password: Type the same password again
  3. Click "Submit". Your CAS statement will be sent to your email
  4. Return here, upload the CAS, and enter the chosen password to allow us to analyze it

Got your CAS?