If you are already an Expowealth user, perhaps you've already tried our Upload CAS feature. It makes tracking all your mutual fund holdings very easy just with the click of a single button. And since we help with transactions as well, you can start managing your portfolio right away!
However, many of our users also hold direct equity, corporate bond and other holdings through one or more demat accounts. One has to either track these investments through the reports sent by the broker or has to view the lengthy CAS statements sent by NSDL/CDSL to try and figure out what they hold and how is it performing. With this in mind, we thought there could be a better way to manage all your investments, without the need to go through those sign-up forms and painstakingly enter all the data.
Expowealth has created a CASREADER, with the ability to process and create a beautiful dashboard from a user's CAMS, NSDL and CDSL CAS statements. But before...