CAMS provides you with a consolidated account statement (CAS) for your entire family’s mutual fund holdings across all schemes including the ones managed by CAMS, Karvy and Franklin Templeton.
Below are the steps to import your CAS to MProfit:
1. Go to https://www.camsonline.com/, select the Accept check-box and then click the Proceed button
2. On the CAMSOnline homepage, click CAS - CAMS+KFintech+FTAMIL under the Statements tab.
3. On the next page, enter all required details, as shown in the screenshot below. Then click the Submit button
4. Your request for CAS is now successfuly placed with CAMSOnline, and you will receive your CAS in your registered email inbox within a few hours.
5. Now go to the MProfit application and click Import on the top-left. Search for the "Consolidated Account Statement - PDF" template and add it to your Favourites. Select the template in your Favourites and import your CAS file.
5. Now go to the MProfit application and click Import on the top-left. Search for the "Consolidated Account Statement - PDF" template and add it to your Favourites. Select the template in your Favourites and import your CAS file.
6. Next, you will be prompted to enter your password. Use the password you have set while requesting your CAS file (this is a one-time step only).
7. On the next screen, map the PAN or Folio Numbers in your CAS file with the respective portfolios in the MProfit application (note that this is a one-time mapping only).
Next, click on Continue with import.
8. You can review all your transactions in the Import preview window. Once this is done, click on the Import button.
8. Below is an image of a sample file for Consolidated Account Statement.
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