How to import CAS from CAMS
- Go to CAMS Online — Visit camsonline.com → CAS
- Select "Detailed" statement — Choose "CAMS+KFintech" option to include all AMCs
- Enter email and PAN — Use the email registered with your folios
- Choose "Since Inception" — This gives your complete transaction history
- Submit — CAS PDF arrives in your email within 2–5 minutes
- Upload to Arthavi — Click "Import CAS", upload the PDF, enter your PAN as password
How to import CAS from KFintech
- Go to KFintech — Visit mfs.kfintech.com → CAS
- Select "Detailed" statement — Choose the transaction-level view
- Enter PAN and email — Same as registered with your folios
- Select date range — Use "Since Inception" for complete history
- Submit and download — PDF arrives via email, password is your PAN
- Upload to Arthavi — Same as CAMS: import, enter password, done
How to get CAS from NSDL (for demat mutual funds)
If your mutual funds are held in demat mode (through your depository participant), request CAS from NSDL:
- Visit nsdl.co.in → Investor Services → CAS
- Enter your DP ID and Client ID
- Download the generated CAS PDF
Note: Most retail investors hold mutual funds in "statement mode" (non-demat), so CAMS/KFintech CAS covers 95%+ of holdings. NSDL CAS is only needed for demat-held mutual fund units.
Why is my CAS not showing all mutual funds?
Common reasons:
- Different email addresses — Some funds may be registered under a different email. Try requesting with PAN only.
- Demat-held funds — Funds bought via Zerodha/Groww in demat mode won't appear in CAMS/KFintech CAS. Use NSDL CAS for those.
- Closed folios — Fully redeemed funds may not appear in a "current holdings" view. Request "since inception" detailed statement.
Can Arthavi parse password-protected CAS files?
Yes. When you upload your CAS, Arthavi asks for the password (your PAN). The PDF is decrypted locally in your browser — the password never reaches Arthavi's servers. This is a critical privacy measure that sets Arthavi apart from trackers that require email access.
No broker login. No spam calls. Your data stays yours.
Frequently Asked Questions
How to import CAS from CAMS to a portfolio tracker?
Visit camsonline.com, request detailed CAS with PAN and email, receive via email, upload to Arthavi. Takes under 5 minutes.
How to get CAS from KFintech?
Visit kfintech.com → CAS, enter PAN and email, select "Detailed", submit. PDF arrives in minutes.
What is the CAS password?
Your PAN number in uppercase (e.g., ABCDE1234F).
Why is my CAS not showing all mutual funds?
Check if funds are under different email or held in demat mode (use NSDL CAS for demat).
Can Arthavi parse password-protected CAS files?
Yes. Password decryption happens in your browser — PAN never reaches our servers.