Pan Card Investment Details: A Quick Guide

If you want to find out about your investments using your Permanent Account Number (PAN), you can use a Consolidated Account Statement (CAS). This is a document that lists all your monthly financial transactions, including investments in mutual funds, equity shares, bonds, and other securities. You can obtain a CAS from the National Securities Depository Limited (NSDL) or Central Depositories Services India Limited (CDSL) websites, which are the government-registered share depositories for the National Stock Exchange and the Bombay Stock Exchange, respectively. You will need your PAN to access your CAS, and you may also be asked for other details such as your date of birth, email address, or Depository Participant name and ID.

Check your mutual fund status online

Checking your mutual fund status online is a straightforward process. Here are the steps you can follow:

Visit the official website or app of your Asset Management Company (AMC):

Use your web browser or mobile device to access the official website or application of the AMC that manages your mutual fund. This will allow you to view information related to your mutual fund investments.

Log in to your account:

Sign in to your account on the AMC's website or app using your credentials. This will grant you access to your personal dashboard, where you can find specific details about your mutual fund investments.

Navigate to the relevant section:

Once you are logged in, look for a section or tab related to "Mutual Fund Status," "Portfolio," or "Investments." This is where you will find the information you need to check the status of your mutual fund investments.

Enter your folio number and PAN details:

To access your mutual fund status, you will likely need to provide your folio number and PAN (Permanent Account Number) details. The folio number is a unique identifier assigned to your mutual fund investments, and your PAN is a crucial identifier for tax and regulatory purposes. By entering these details, you will be able to view specific information about your mutual fund holdings.

View your mutual fund details:

After providing your folio number and PAN, you should be able to access a range of information, including transaction history, fund balance, and other relevant details. This information will give you a clear picture of the status of your mutual fund investments, allowing you to monitor your investments effectively.

In addition to checking your mutual fund status online, you can also contact your AMC's customer care, visit their office, or check the status through a registrar's website or your broker. Keeping your folio number, PAN, and mobile number handy will make it easier to access the information you need.

Contact the AMC customer care

Contacting the AMC customer care is a straightforward way to get your mutual fund investment details. Here is a step-by-step guide:

Step 1: Contact Information

You can reach out to the customer care of the respective Asset Management Company (AMC) via phone, email, or by visiting their office. Most AMCs have a toll-free number that you can call.

Step 2: Provide Necessary Details

When you connect with a customer care representative, they will ask for your personal details, including your PAN card and folio number. The PAN card is essential for KYC (Know Your Customer) verification, and the folio number is linked to your PAN, making it easy to track your mutual fund investments.

Step 3: Verification

The customer care representative will verify the details you provided. Make sure to keep your PAN card and folio number handy to expedite the process.

Step 4: Obtain Investment Details

Once your details are verified, the customer care representative will provide you with the investment details associated with your PAN. If you have investments with different AMCs, you will need to contact each respective AMC to get a comprehensive view of your mutual fund investments.

Advantages of Contacting AMC Customer Care:

• Personal Assistance: You can speak directly with a customer care representative who can guide you through the process and answer any questions you may have.
• Security: Contacting AMC customer care ensures that your personal and investment information remains secure within the AMC's system.
• Real-time Information: By speaking with a representative, you can obtain up-to-date information about your mutual fund investments, including real-time fund performance and transaction history.
• Convenience: This method allows you to obtain the information you need without having to log in to any websites or apps, making it convenient for those who may not be tech-savvy.

Check the status through the registrar's website

To check the status of your investments through the registrar's website, you can follow these steps:

Firstly, identify the registrar's website. Some examples of registrars include Karvy or CAMS. You can visit their websites to check your folio number, which is linked to your Permanent Account Number (PAN).

Next, register on the registrar's website. You will need to provide your mobile number and PAN number during the registration process. Once registered, you will be able to access information about your mutual fund investments.

The registrar's website will allow you to check your mutual fund transaction history, balance, and other relevant details using your folio number. This is a convenient way to keep track of your mutual fund investments and their performance.

It is worth noting that you may have multiple folio numbers if you have invested in different mutual funds. Each mutual fund investment is assigned a unique folio number by the AMC. Therefore, you will need to check each mutual fund statement with the corresponding folio number to access all your investment details.

Additionally, if you have made investments through a broker, you can contact them directly to check the status of your mutual fund investments. They will require your PAN number to provide you with the relevant information.

Contact your broker to check the status

Contacting your broker is a great way to check the status of your mutual fund investments. Here's a step-by-step guide on how to do it:

Step 1: Identify Your Broker

First, you need to identify the broker through whom you have made your mutual fund investments. If you have multiple brokers, you can choose to contact one of them or reach out to each broker separately to gather information about your investments.

Step 2: Gather Required Information

Before contacting your broker, ensure you have all the necessary information at hand. This includes your Permanent Account Number (PAN) and any other relevant details that can help your broker identify you and your investments. Having your folio number can be especially helpful, as it is a unique identifier for your mutual fund investments.

Step 3: Contact Your Broker

You can reach out to your broker through various communication channels. Most brokers offer multiple points of contact, such as phone, email, or physical offices. Choose the one that is most convenient for you. When contacting them, clearly state your query and provide them with the necessary information, including your PAN and folio number (if available).

Step 4: Request Investment Details

Ask your broker to provide you with the current status of your mutual fund investments. This includes information such as the mutual fund transaction history, balance, and real-time fund performance. Your broker will get in touch with the Asset Management Company (AMC) and use your folio number to acquire these details.

Step 5: Verify Your Information

To ensure the information you receive is accurate and up-to-date, verify the details provided by your broker. You can do this by cross-referencing the information with your own records, if available. Additionally, you can use other methods, such as checking the status through the AMC's website or the registrar's website, to confirm the information provided by your broker.

Step 6: Follow Up as Needed

If you require additional information or have further questions, don't hesitate to follow up with your broker. They should be able to provide you with more detailed information or direct you to the appropriate resources. Remember, it's important to stay informed and keep track of your mutual fund investments to make informed financial decisions.

Check through the consolidated account statement

Checking through the consolidated account statement (CAS) is a good way to get investment details from a PAN number. There are two depositories in India—the Central Depository Services Limited (CSDL) and the National Securities Depository Limited (NSDL)—that house all your investment accounts. These depositories collect and store all the details of your investment accounts, including your demat account for equity investments and your mutual fund folios.

Investors receive periodic CAS from these depositories, which provide information about folio-wise mutual fund performance and help investors check the value of their portfolios. The CAS is provided by your Asset Management Company (AMC).

To access your CAS, you can sign in to your AMC's website or app using your PAN number and folio number. You will then be able to view details of your mutual fund transactions, balance, and more.

If you prefer not to use the website or app, you can always visit the AMC's office to check your mutual fund statement. You will need to provide your PAN number and folio number to access the details. Alternatively, you can call or email the AMC's customer care team, who will ask for your details and provide the information you need after verification.

Frequently asked questions