Note: There are a few mutual funds registered with KFintech and a few funds registered with CAMS. You will need to download the report from both websites and share both with us.
Download Statement from KFintech
- Click on mfs.kfintech.com
- Select “Previous Year” under Period
- Enter your PAN and email ID
- Select “All Funds”
- Select Statement format “Excel” (important)
- You can give password as 123456 (or any password of your choice — please share the password with us if a different one is used)
- Click on Submit
- You will receive an email from samfs@kfintech.com (it will take approximately 30 minutes)
Download Statement from CAMS
- Click on camsonline.com
- Click on “Capital Gain / Loss Statement”
- Select “Previous Year” under Period
- Enter your PAN and email ID
- Delivery option — select “Email an encrypted attachment”
- Select “All Funds” under Mutual Fund
- Select Statement format “Excel” (important)
- You can give password as 123456 (or any password of your choice — please share the password with us if a different one is used)
- Click on Submit
- You will receive an email from donotreply@camsonline.com (it will take approximately 30 minutes)