| What is CAS? |
| CAS is a comprehensive statement that consolidates transactions and holdings in demat accounts with CDSL and NSDL, as well as mutual fund units held in the Statement of Account (SOA) form. |
| How often is CAS sent, and how can I download it? |
| CAS is sent monthly if there are transactions in demat accounts or mutual fund folios. If no transactions occur in a month, it is sent half-yearly. |
| To download CAS: |
| Visit cdslindia.com Click on Login (top right). Select CAS/Declare Bonafide, and then click on Login. Enter PAN No., 16-digit demat account number, date of birth, and characters displayed. Click submit, and an OTP will be sent to the registered mobile number. Enter the OTP to download the CAS. |
| How does CAS provide a combined view of investments? |
| CAS consolidates information from all demat accounts and mutual fund units held with MF-RTA. It offers a unified view of an investor’s holdings and transactions. |
| What if there are no transactions in a demat account or mutual fund folio? |
| In the absence of transactions in a specific month, CAS is sent on a half-yearly basis. This ensures investors receive statements regularly even if there are no monthly transactions. |
| Where can I find more information about CAS? |
| For detailed information about CAS, you can visit cdslindia.com/cas/FAQ.html. |
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