One CAS, every folio
Choose the CAS PDF and type its password. Kosh lists each folio with its units and value.
Asha’s CAS
14 folios
Across 6 fund houses, in one import
Import
Track all your mutual funds in one place
Import a CAMS or KFintech CAS statement and Kosh lists every folio with units and value. A CAS statement mutual fund tracker for the whole family.
Net worth
₹61 L
Funds and savings ₹85 L, home loan ₹24 L
Asha₹40 LRavi₹21 L
Savings last11 months
Largest fund32%
Mutual funds₹62 L · 73%
PPF and NPS₹14 L · 16%
ULIP₹9 L · 11%
Loans, insurance, PPF and NPS too
Import loan, insurance, ULIP, PPF and NPS statements the same way. Each one fills in the family view.
File and password deleted at once
Kosh reads the file on its server, keeps the numbers, then deletes the file and its password. It never asks for a bank login.
After import
File deleted
Password deleted with it
- No bank login, ever
- The PDF is not kept
- Only the figures stay
Questions
CAS import: questions
What is a CAS statement?
A CAS from CAMS or KFintech lists your mutual fund folios across fund houses, with units and value.
How do I get my CAS statement?
Request it on the CAMS or KFintech website. It arrives by email as a PDF with a password.
Does Kosh keep my CAS PDF or password?
No. Kosh reads the file, keeps the numbers and deletes the file and its password at once.
Can my spouse import their CAS too?
Yes. Each Member can import their own statement, and Kosh adds it to the family view.