Categories: Mutual Funds

How to keep track of Mutual Fund Investments?

Are you the one who cannot keep track of all your investments? You get statement every quarter & struggle to keep it safe and then you cannot find it when actually you need it. Well sounds a familiar situation for most of us. But now tracking Mutual Fund Investments have become a lot easier. Karvy and CAMS together have come up with a tool where you can get all your transaction history in almost all Mutual Funds (except for funds whose registrars are other than CAMS & Karvy) just at the click of a button. Click on buttons below to take to the respective websites.

Here you get a small form where you need select some options and give your email address, PAN Number & a password which would be used to open the password protected pdf file that karvy would mail you. And wholla! you are done. In an Hour or so you receive a pdf file having details of all your transactions including non-financial transactions like change of address etc.

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I found it very useful tool and recommend readers to use it to track their investments.

Amit

Hi Readers! I am Amit, the mind behind Apnaplan.com I am MBA from NITIE, Mumbai and BIT from Delhi University. This blog is my online diary where I write about my tryst with my investment decisions. In the 400+ posts on this blog you will find articles on Personal Financial Planning, Investments, Retirement Planning, Insurance, Loans, Fixed Deposits, Provident Funds, Stock Markets, Gold, Silver, Real Estate Investment, Credit Cards, Credit Score, Taxation, Inheritance Planning and Reviews on various Financial Products.

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