Many investors struggle to track their mutual fund investments across different platforms. If you’re also struggling to keep track of all your investments, a PAN card can help. With just your PAN number, you can view all your mutual fund investments in one place, regardless of the fund house.
Why is it important to track mutual funds using PAN?
Tracking mutual funds using your PAN is easy, fast, and reliable. PAN links all your investments together. This also highlights the importance of a PAN card in investing, as it makes it easier to identify and track all your investments.
Before you start tracking, make sure your mutual fund KYC is complete. If not, update your KYC first to avoid any problems later.
Role of PAN in Mutual Fund Investments
PAN is a unique number that links all your mutual fund schemes. Its key benefits are as follows:
- Mutual Fund KYC: PAN is required for identity verification (KYC) before investing.
- Investment Tracking: With PAN, you can view all your funds in one place.
- Accuracy of records: If you change your address or mobile number, all your investment records get automatically updated when you update your PAN linked KYC.
- The importance of PAN card is that it keeps your entire investment portfolio organized and easily accessible.
How to check mutual fund status by PAN number?
Checking your mutual fund status using your PAN is very easy. Follow the steps below:
- Visit a trusted website: like CAMS or KFintech, which maintain records of most fund houses.
- Fill in the details: Enter your PAN number and verify the OTP through mobile number or email.
- View Statement: After verification, you will get a Consolidated Account Statement (CAS), which will show all your investments.
- This process explains how a single PAN number links all your investments together.
Ways to Track Mutual Fund Investments Using PAN
- Use official portals: All investments can be viewed simultaneously by entering PAN on websites like CAMS and KFintech.
- View CAS Report: This contains information about all your funds, their current value and performance.
- Keep your KYC updated: So that all your investment information is reflected correctly.
- Tracking mutual funds with PAN card not only saves time but also helps you understand your investment growth.
How to Verify PAN for Mutual Fund Tracking
- Check on the registrar website: Visit CAMS or KFintech to see if all your investments are visible.
- Update missing records: If any fund is not visible, contact that fund house and get the PAN linked.
- Keep your KYC complete: Your PAN will only work if your KYC is complete and updated.
Safety Tips While Using PAN Online
- Use only trusted websites: like CAMS, KFintech or the official website of the fund house.
- Don’t share information: Don’t share your PAN, OTP or other personal information with any unknown person or site.
- Update KYC securely: Do it only on authorized portals.
- Don’t forget to log out: especially when you’re on a public or shared device.
By following these precautions you can keep your investments safe and use your PAN card properly.
