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Market Intelligence › Basic Terminologies
What the Consolidated Account Statement shows and why it is useful
Published by The Retail Trader · JUL 30, 2026 · Market Basics
When investments are spread across different places, the whole picture is not visible in any one place. CAS is that one place — a statement that shows the holdings linked to your PAN together.
Shares, bonds and ETFs held in demat, and mutual fund folios — all in one document, along with the transactions.
It arrives on its own periodically, and also whenever there are transactions. There is no need to request it separately.
The most practical use of CAS is reconciliation:
• Forgotten folios and old accounts come to light.
• Nomination status across all places shows up together.
• Total portfolio value in one place — this is the base for an allocation review.
• For the family, it is a ready-made list of where the investments are.
Reading the CAS fully once a year catches the small things that would otherwise stay small for years — an old folio, a wrong bank detail, a missing nominee. It is an annual health check of the whole portfolio.
This article is for educational purposes only — it is not a buy or sell recommendation, makes no claim of guaranteed returns, and is not advisory. Rules, rates and mechanics are changed by the exchanges, SEBI and RBI from time to time, so verify every number yourself with your broker or the official source.