How to fetch my Central Consolidated Account Statement (CAS) from FundsGenie?

---

The External Investment feature helps you to import Mutual Funds Holdings details from all Registrars and Transfer Agents (RTAs) through MF Central into your FundsGenie platform. This is done based on the provided PAN and Email ID/ Mobile number updated with RTAs.

Clients can easily view and track their Mutual Funds Holdings regardless of the holding mode. Additionally, for Physical Mode Regular Folios, we offer a redemption option.

All the clients can now fetch MF Central CAS directly through FundsGenie.

See the steps to fetch your CAS from FundsGenie.