Track All Your Mutual Fund Investments with Just a PAN Number – Here's How It Works
New Delhi, July 6, 2025 – Great news for mutual fund investors! If you've invested in different schemes across multiple fund houses, you no longer need to log in to each one individually to track your investments. Now, with just your Permanent Account Number (PAN), you can get a complete mutual fund portfolio view in one place—quickly, easily, and without any hassle.
📊 Why Is PAN Important for Investors?
In India, the PAN card has become a critical financial document—not just for filing income tax, but also for opening bank accounts, buying property, and most importantly, tracking investments. Since every investment is linked to your PAN, it's now possible to see all mutual fund holdings consolidated under your PAN in one place, regardless of where you’ve invested.
🔍 How to Get a Full Mutual Fund Report Using PAN
To access your Consolidated Account Statement (CAS), which provides a detailed summary of your mutual fund portfolio, follow these simple steps:
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Visit a trusted mutual fund platform, such as:
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CAMS
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KFintech
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MF Central
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NSDL
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CDSL
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Click on ‘Request CAS’ or ‘View Portfolio’.
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Enter your:
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PAN number
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Registered mobile number or email ID
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Date of birth
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Verify with the OTP sent to your mobile/email.
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You’ll be able to view or download your full investment report instantly. You can also choose to receive it monthly via email for regular updates.
✅ What Will the CAS Report Show?
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Date of investment in each fund
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Number of units held
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Current NAV and total value
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SIP status (active/inactive)
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Total returns and performance comparison
This comprehensive overview helps investors make better decisions and manage their portfolios efficiently.
🛑 What If Your Portfolio Doesn’t Show Up?
If you're unable to retrieve your report, it's likely your KYC (Know Your Customer) is incomplete. In such cases, visit the CAMS or KFintech website and complete your eKYC online to activate your investment tracking.
🧾 What to Do If the PAN Holder Passes Away?
If a family member who held investments passes away, it's essential to deactivate their PAN card to prevent misuse. Here's how:
Required Documents:
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Death certificate
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PAN card of the deceased
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Identity and PAN of the legal heir
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Relationship proof (will, family register, etc.)
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Written application by the legal heir
Submit these to the Income Tax Department to get the PAN cancelled. Leaving it active could lead to tax fraud or unauthorized financial activity.
🔐 PAN Is More Than Just a Tax ID
Your PAN now acts as the digital key to your entire financial profile. From investment summaries to tax planning, everything ties back to your PAN. It is crucial to keep it updated, use it securely, and follow proper procedures after a person’s demise.
🆘 Report Cyber Fraud
If you suspect fraud or receive suspicious investment offers, report immediately at:
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📞 National Cybercrime Helpline: 1930
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🌐 Website: cybercrime.gov.in
With just your PAN card, you can take full control of your mutual fund investments. It’s fast, secure, and simplifies portfolio tracking like never before.
