views
Keeping a close eye on your mutual fund investments is essential for effective financial planning. Fortunately, if you've invested in mutual funds in India, you can easily track your holdings using your PAN (Permanent Account Number). Here, we'll discuss how to check mutual fund status with PAN number in a few easy steps.
Why Use PAN Number to Track Your Mutual Fund Investments?
Your PAN number is a unique ID that links all your financial transactions, including mutual fund investments. This makes it the most effective tool to track all investments across different Asset Management Companies (AMCs).
At My Mudra Fincorp Pvt Ltd., we recommend using your PAN to regularly check your portfolio and ensure your investments are aligned with your financial goals.
How to Check Mutual Fund Investment by PAN Number
There are a few easy and official ways to check your mutual fund holdings using your PAN:
1. CAMS Online Portal
-
Visit www.camsonline.com
-
Click on ‘Investor Services’ > ‘Mailback Services’
-
Enter your PAN number and registered email ID
-
You’ll receive a Consolidated Account Statement (CAS) showing all your investments
2. KFintech Website
-
Go to www.kfintech.com
-
Select ‘Mutual Fund CAS’ under investor services
-
Input your PAN number and email
-
Your complete investment details will be sent to your inbox
3. Use MF Central – A One-Stop Solution
MF Central (www.mfcentral.com) is a unified platform developed by CAMS and KFintech. You can:
-
Register using your PAN and mobile number
-
View mutual fund investments across all AMCs
-
Track fund performance and transaction history
How My Mudra Fincorp Pvt Ltd. Helps Investors
At My Mudra Fincorp Pvt Ltd., we assist our clients in understanding and managing their mutual fund portfolios effectively. We also guide investors on:
-
How to check all investments by PAN number
-
Rebalancing portfolios based on financial goals
-
Maximizing returns while minimizing risk
We believe that transparent financial tracking empowers better decision-making.
Conclusion
Knowing how to check mutual fund with PAN number ensures you stay informed and in control of your financial journey. Whether you use CAMS, KFintech, or MF Central, your PAN number opens a complete view of your investments. My Mudra Fincorp Pvt Ltd. encourages all investors to regularly check their mutual fund status and seek professional help when needed. Stay informed, stay invested, and grow your wealth the smart way.

Comments
0 comment