Big Questions

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

Is there a way to get a consolidated view of your mutual fund investments? Read on to find out.

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

dhanak हिंदी में भी पढ़ें read-in-hindi

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.

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