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MF Consolidated Account Statements (CAS)
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Go to Karvy Mailback Service Page (www.karvyfintech.com) or Cams Mailback (camsonline.com)
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Generate since inception MF data of the investor including Holdings, Transactions & Account level data
This file is sent to the investors registered email and can be shared with the adviser
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Download a GapSheet with all the excels
At the click of a button an adviser can understand a portfolio. The returns it has generated and the units which may be sold with 0 short term tax or exit loads.
02/
Upload the sheet on GapSheet link above
GapSheet's advanced software electronically
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Extracts data from the pdf and creates comprehensive Holding & Transaction Excels
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Consolidates the data on a single sheet
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Calculates in real time
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Returns: Overall, Asset class, Advisor & Folio wise scheme wise
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Taxes: Grandfathered for Equity schemes & Indexed for Debt Schemes
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Asset Allocation
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Exit Loads for each of the scheme
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