What is a Consolidated Account Statement (CAS) and How to Import It on SmartWealth?

A Consolidated Account Statement (CAS) brings all investment information together, making portfolio tracking simpler and more organised.

Investment portfolios are often built over time through different channels, including fund houses, distributors, brokers and digital investment platforms. As investments grow, tracking holdings, transactions and portfolio activity across multiple statements can become increasingly complex. A Consolidated Account Statement (CAS) addresses this challenge by consolidating investment information into a single statement.

As investors increasingly manage investments across multiple channels, maintaining a clear view of their portfolio becomes more important. A Consolidated Account Statement (CAS) helps simplify this process by bringing investment information together in one place.

Access and consolidate mutual fund holdings through the QR-based CAS retrieval journey on HDFC Bank SmartWealth.

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