How to Track All Mutual Funds with PAN Number
One of the most important aspects of successful portfolio management is tracking mutual funds. This is made easier in India by the Permanent Account Number (PAN), which can be used to consolidate all of the holdings of mutual funds that are held by various fund houses.
Why Use PAN for Mutual Fund Tracking?
PAN acts as a universal reference, linking all your mutual fund investments. It enables access to a Consolidated Account Statement (CAS), online tracking services from CAMS and KFintech, and mobile applications for real-time monitoring.
Ways to Track Mutual Funds Using PAN
- Consolidated Account Statement (CAS): Request via NSDL, CAMS, or KFintech websites by entering PAN and registered email. Authenticate with OTP to receive a detailed portfolio summary.
- CAMS Online Services: Register on the CAMS website, navigate to ‘Investor Services’ > ‘Mailback Services’ to receive a statement.
- KFintech Online Services: Register and log in to view a consolidated summary of investments.
- Mobile Applications: Several apps provide real-time tracking and portfolio insights.
Key Benefits
- Single-Window Portfolio View across multiple AMCs.
- Simplified Management of holdings and transactions.
- Enhanced Financial Planning and compliance.
- Real-Time Alerts on SIPs, NAV updates, and fund performance.
Tracking mutual funds with PAN ensures efficiency, transparency, and informed financial decision-making.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing.