How can I request and import my CAS statement from CAMS online?

In this tutorial, we will explain how to request and import my CAS statement from CAMS online.

The process involves obtaining the CAS statement from CAMS Online, a recommended platform for mutual funds, and then importing it into MProfit.

Requesting a CAS Statement

Step 1: Login to your MProfit account and click the Import tab.

Step 2: Click the search icon beside import log.

Step 3: Type CAS CAMS in the search field and select Mutual Fund CAS - CAMSOnline.

Step 4: Click Add to Favourites.

Step 5: Now, click on How do I request my CAS Statement?

Step 6: Click on the link to navigate to the CAMS website.

Step 7: Ensure the Statement Type is set to Detailed. 

Select the Period and the Date Range. 

Choose the Folio Listing with zero balance folios. 

Enter the Email ID. The PAN number is optional.

Create a Password for file encryption, Confirm the Password, then click Submit.

The CAS statement will be sent to the registered email ID.

Importing a CAS Statement

Step 8: Select the template and click on Upload File.

Step 9: Choose the statement. 

Then click on Open and Import.

Step 10: Enter the password that was used for file encryption and then click on Save.

Step 11: Now, the system will ask you to set family and portfolio mapping.

Select the Family from the drop-down list.

Step 12: Then select the Portfolio.

Step 13: Click on Save.

Step 14: Review the transactions in the imported data.

Then click on Confirm Import.

Step 15: You are now done. Click Back to Portfolio.

This is how you can request and import your CAS statement from CAMS online in MProfit!