How to get a statement from AMC through CAMS online

Comfort and ease of handling your MF portfolio! CAMS Online is a web-based application created by CAMS for investors through the CAMS website or mobile app version, which enables them to conduct transactions through a single login through all participating mutual funds that have authorized CAMS is approved to provide services. Through this application.

Investors can access their investments through various mutual funds through a single portal. The investor must register in the portfolio (s) with the same email as the user ID for CAMS online. The investor must ensure that the same email ID is registered in all the folios held by them, which is attended by CAMS. Single registration in the CAMS online mobile app or CAMS online is appropriate. Users can use the same login credentials for both.

Portfolio mapping

All of your MF investments are automatically mapped to the portfolio to participate in mutual funds, provided that all of your folios contain the same email that you have registered. If you have a folio missing in the Cams online, please be sure to update your email in the corresponding folio.

The PAN-based service request form can also be used to change the contact information for CAMS-served funds. At the nearest CAMS service center, investors can send or courier the original physical copy of the correctly filled and signed PAN application form. The application will be scrutinized and processed within seven business days. Following email notifications, the folios are mapped to the CAMS online portfolio.

CAMS online offers you a variety of apps that will not only help you stay up-to-date on your MF investment in all CAMS-serviced funds but also ease transactions—investing in new/existing folios participating in mutual funds, switching between schemes, consolidated portfolio views, systematic transactions (e.g., digits, STP, SWP), schedule future transactions, Cams online redemption guide, default bank mandate. Change, my favorites, my watchlist, my transaction summary, account information, open e-insurance, generate statements via Mailback Services, NAV, and Dividend, submit questions/complaints/feedback to customer care. CAMS online enable you to perform many tasks anywhere through a single, secure gateway.

CAMS Online Account info

•         Investor details - You can view folio wise details like Name, PAN, Tax Status, KYC
•        Communication Details - Email ID, Contact Number, Address Details
•         Joint holder details - method of holding, name of joint holders, custodian details
•         Nominee details- Name of the nominee, Nominee D.O.B.
•         Bank details - Account number, account type, bank name

How to get a statement from AMC through CAMS online

Follow these steps to get a statement for your mutual fund investment from related asset management companies (AMCs) using CAMS Online:

1. Please visit www.camsonline.com

2. Click 'Investor Services' on the top menu

3. From the left-hand menu, choose Mailback Services.

4. Click on consolidated account details - CAMS + Karvy + FTAMIL + SBFS]

5. Please provide your registered email address and a password (this should not be the password for your email ID; it is just a password that CAMS will use to encrypt the file they are sending you)

Within an hour you will receive your statement via email.