There are some apps, but if you read this answer all the way through, you might not need them.
I discourage utilizing third-party apps because you would have to either personally disclose the portfolio to them by entering details yourself (which takes time) or provide your pan card and OTP with them so they can retrieve it from CDSL. This is a perilous situation. These third-party apps will most likely utilize this as a hook to market or upsell you additional items or services (assuming they don't have any worse agenda).
If you previously registered your email address when purchasing all of your mutual funds (and stocks), you can register for monthly email CAS.
Most likely, you've already registered, which you can confirm by searching CAS in your email inbox. This CONSOLIDATED ACCOUNT STATEMENT includes all of your mutual fund, equities, and bond statements in one location. It displays the current worth as well as the monthly trend from the previous year.
If you are comfortable sharing your personal information with third-party apps, you can track all of your investments using apps such as Indmoney and MFCentral.
If you do not wish to share, you can install the CAMS and Kfinkart apps. All mutual fund firms are managed by one of two companies: CAMS or Kfintech. CAMS-managed funds are available in its app, whereas Kfintech-managed funds can be found via the Kfinkart app.
And if you only want a statement of your entire portfolio, go to the CAMS website and look for the CAS option, which will send you an email with a statement of all your funds under both CAMS and Kfintech. But all of your funds should be registered under the same email address.
I hope this helped.
I discourage utilizing third-party apps because you would have to either personally disclose the portfolio to them by entering details yourself (which takes time) or provide your pan card and OTP with them so they can retrieve it from CDSL. This is a perilous situation. These third-party apps will most likely utilize this as a hook to market or upsell you additional items or services (assuming they don't have any worse agenda).
If you previously registered your email address when purchasing all of your mutual funds (and stocks), you can register for monthly email CAS.
Most likely, you've already registered, which you can confirm by searching CAS in your email inbox. This CONSOLIDATED ACCOUNT STATEMENT includes all of your mutual fund, equities, and bond statements in one location. It displays the current worth as well as the monthly trend from the previous year.
If you are comfortable sharing your personal information with third-party apps, you can track all of your investments using apps such as Indmoney and MFCentral.
If you do not wish to share, you can install the CAMS and Kfinkart apps. All mutual fund firms are managed by one of two companies: CAMS or Kfintech. CAMS-managed funds are available in its app, whereas Kfintech-managed funds can be found via the Kfinkart app.
And if you only want a statement of your entire portfolio, go to the CAMS website and look for the CAS option, which will send you an email with a statement of all your funds under both CAMS and Kfintech. But all of your funds should be registered under the same email address.
I hope this helped.