Consolidated Account Statement (CAS)

Definition: A Consolidated Account Statement (CAS) is a single/combined account statement that shows the details of transactions made by an investor during a month across all Mutual Funds and other securities held in the demat account(s).
Details: To obtain a CAS, an investor should update their PAN card number with their stock broker/depository participant. The CAS contains essential information, including:
- IDENTITY CARD details such as ID, Name, Address, Phone, and Expedition Date.
- A comprehensive record of transactions across all Mutual Funds and other securities in the demat account(s) for a given month.