How to Use MFPA
Follow this simple guide to download your Consolidated Account Statement (CAS) and analyze your portfolio.
Step 2: Fill Request Form
Fill in the details exactly as selected below to ensure the file format works with MFPA:
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1.
Statement Type: Select Detailed
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2.
Period: Select Specific Period
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3.
From Date: Select the date from when you started investing (e.g., 01-01-2010)
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4.
To Date: Select Today
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5.
Folio Listing: Select Without zero balance folios
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6.
Email: Enter your registered email address
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7.
PAN (Optional): Enter your PAN number (optional)
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8.
Password: Create a password to open the CAS PDF file
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9.
Confirm Password: Re-enter the same password
Step 3: Download & Upload
- You will receive an email from CAMS shortly.
- Download the attached PDF file.
- Come back to MFPA home page.
- Upload the file and enter the password you created in Step 2.
- Click Analyze Portfolio to see your insights!