How can I have a consolidated view of my mutual fund investments?

If you want to have a consolidated view of your overall mutual fund investments made in different names (maybe across your family members), you can do that as long as the registered e-mail address is the same across the mutual fund investments. One can get a consolidated account statement through KFintech or CAMS. These are the leading registrar and transfer agents (RTAs) which provide services to investors on behalf of mutual fund houses. You can visit their website and request a consolidated statement at your e-mail address. The reques

This article was originally published on April 04, 2022.