Pure Wealth Folio Auditor (ARN: 306022)

Fee & Strategy Drag Auditor

Upload your mutual holdings statement to execute a deep audit. Divide your holdings into four strategic performance baskets, calculate transition capital gains taxes with exit load penalties, and optimize allocations with top-percentile rolling return schemas.

Select Holding Source

Drag and drop your CAS PDF statement, or browse

Supports encrypted CAMS/KFintech statement files

Statement Password Protection

Many CAS statements are encrypted by CAMS/KFintech using your PAN card or Email. Providing the password runs background text miners natively.

100% Confidential & Secure
SEBI Compliant Guide

OR Directly Get Your FREE Portfolio Audit Report PDF on WhatsApp & Email 🚀

Just share your investment-linked Email ID through WhatsApp and Pure Wealth Global will handle the entire complex extraction for you!

Zero Shared Passwords RequiredWe securely generate detailed audits using authorized statutory distribution rails. Your raw login credentials or state passwords are never required.
Handled by AMFI Certified AdvisorsYour portfolios are mapped dynamically by professional distribution planners, providing instant clarity on exit loads, high fees, and index overlap.

🔒 Pure Wealth Global practices military-grade data protection policies. Your personal details are protected under legal compliance mandates.

Interactive Guide

How to Get CAS Pdf Statement

3 Easy Steps

1

Go to CAMS Online CAS Portal

Navigate to the official CAMS Consolidated Account Statement request page:

2

select Configuration & Statement Type

In Statement Type - configure exactly as illustrated below to capture all your historical, inactive, and active investments:

CAMS Online Simulator
Statement Type
Period
From Date
01-Jan-1955Since Start 🗓️
To Date
09-Jun-2026
Folio Listing
⚠️ Audits historic, inactive, and active schemes in your statement!
3

Enter Credentials & Set secure Password

Input the Email ID linked to your investments. NO PAN card detail is required (leave empty!). Enter and confirm a statement password, then click Submit.

Authentication CredentialsNo Pan Required 🔒
Enter Email which is linked to Investment
(Skip/Leave Blank)No PAN
••••••••
••••••••
Submit Request

Check Your Email InboxEmail Sent Instantly

CAMS will instantly deliver a Consolidated Account Statement PDF directly to your mailbox:

CAMS Mailback ServerConsolidated Account Statement - CAMS Mailback Request - Funds...
📩 PDF Attached

4. Download and Decrypt PDF Attachment

Download the CAMS Consolidated Account Statement PDF and drag-and-drop or select it in the Upload CAS PDF section on the left.

🔑 Enter CAS Statement Password BelowSyncs Automatically

🔒 Decryption occurs fully client-side inside your secure sandbox. Absolutely none of your investments or statement details are saved on external servers.