• view sample report
  • GET YOUR PORTFOLIO CHECK-UP DONE FOR FREE, NOW!

WHAT IS CAS FILE & WHEN DOES IT RECEIVES?
  • ABOUT CAS FILE

    NSDL CAS is a single account statement consisting of transactions and holdings in investor's demat account(s) held with NSDL and CDSL as well as in units of Mutual Funds held in Statement of Account (SOA) form. The statement enables investors to have a consolidated view of his/her financial assets and provide an insight of his/her portfolio across various asset classes. NSDL CAS provides enrich investor experience of managing his/her portfolio effectively and benefit him/her in many other ways viz. better decision making, simplified monitoring, rich analysis of portfolio etc.

  • WHEN DOES AN INVESTOR RECEIVE CAS FILE?

    As per SEBI guidelines, if there is any transaction in any of the demat accounts of an investor or in any of his/her mutual fund folios, then CAS will be sent to the investor in the next month in respect of transactions executed in previous month along with the holdings. Hence, if investor has done transaction(s) in every month, then he/she will get CAS every month. However, in case there is no transaction in any of the mutual funds folios and demat accounts in any month of the year, then CAS with holding details will be sent to the investor on half yearly basis viz., CAS will be sent with holdings as on March and September end in the next month viz., April and October respectively. For more information, you can visit https://nsdlcas.nsdl.com/#faqSection.

AN OVERVIEW OF SMC’S PORTFOLIO HEALTH CHECK-UP

We are democratising the wealth management services by bringing them to your doorstep.
With our portfolio restructuring tool 'Financial Health Check-Up, we will recommend you a customised model equity portfolio to help you meet your financial goals based upon your risk-return profile.

  • CHECK HEALTH OF YOUR EQUITY & MUTUAL FUNDS PORTFOLIO

    Free of charge portfolio check-up and restructuring with anytime, anywhere portfolio access.

  • SIMPLY UPLOAD YOUR CAS FILE

    Just upload your latest CAS file stating your investment portfolio in statement of Accounts(SOA) form.

  • DETAILED PORTFOLIO ANALYSIS

    Get a graphical representation of how your portfolio is giving returns or how individual holdings are performing for you, with easy charts, key data points and gains/losses that reflect your investment decisions.

  • RESTRUCTURE INVESTMENT PORTFOLIO

    Based upon your risk-return profile, we recommend you a model portfolio by identifying stocks & mutual fund schemes where your portfolio is over-weight or under-weight and needs corrective action.

  • LATEST NEWS AND UPDATES ON REGULAR INVESTMENTS

    At a single click, get latest research reports, updates and news on your portfolio holdings.

WHY SMC?

At SMC, we believe in growing with its business partners/associates and creating valuable relationships. It's about coownership of the business. It's about having the passion to go that extra mile. And it's about feeling a part of the family.

SMC: ONE TRANSACTION LIFETIME RELATIONSHIP

  • workforce of
    3000+
    employees
  • 16 Lacs+
    Unique Clients
  • Presence in
    500+
    cities with overseas office in Dubai, New York, Atlanta & Orlando
  • Large network of
    2,400+
    sub-brokers & authorised persons

*as on 30th June 2016

OUR OFFERINGS
  • BROKING & CLEARING
    Trading and Clearing member of Equity, Commodity & Currency segments of various exchanges
  • WEALTH MANAGEMENT
    SEBI Registered Portfolio Manager-Providing Client Specific Portfolio & Wealth Management Services and Corporate Advisory
  • DISTRIBUTION
    Distribution of IPOs & Mutual Funds, Fund Mobilization through distribution of Debt Instruments, Corporate Fixed Deposits
  • REAL ESTATE ADVISORY
    Providing Real Estate solutions to Investors, Corporate and property owners across the country
  • FINANCING & LOAN SYNDICATION
    Providing loans against Securities & loan against Properties. Debt syndication and loan facilitation to Corporate, HNI & retail clients
  • INVESTMENT BANKING
    Category 1 Merchant Banker- Private Equity, M&A, Corporate Advisory, Debt Syndication, FCCB, IPO, FPO, Rights Issue
  • INSURANCE BROKING
    (Insurance Broking - Life & General)
  • INSTITUTIONAL DESK
    (Institutional Trading and Advisory Services)
  • NRI & FPI SERVICES
    (Providing NRI & FPI Trading facility)
  • DEPOSITORY SERVICES
    (Depository Services for both Equities & Commodities)
AWARDED THE BEST TIME AND AGAIN

CONTACT US
  • Toll free number 1800 11 0909
  • Email contact@smcindiaonline.com
    Visit www.smcindiaonline.com
  • DELHI
  • MUMBAI
  • KOLKATA
  • AHMEDABAD
  • CHENNAI
  • BENGALURU
  • DUBAI
  • NEW YORK
  • ATLANTA
  • ORLANDO

SMC Global Securities Ltd. CIN No.: L74899DL1994PLC063609

REGISTERED OFFICE: 11/6B, Shanti Chamber, Pusa Road, New Delhi - 110005 • Tel +91-11-30111000 • Fax +91-11-25754365

NSE INB/INF/INE 230771431, BSE INB/INF 011343937,MSEI INB/INF 260771432 INE 260771431, USEL INE 271343936, CDSL IN-DP-CDSL-583-2010, NSDL IN-DP-NSDL-333-2010 (SMC Global Securities Ltd.) NCDEX: NCDEX/TCM/CORP/0131, MCX: MCX/TCM/CORP/0385,MCX MEMBER ID - 8200, NMCE: NMCE/TCM/CORP/0215, ICEX: ICEX/TCM/CORP/009, ACE: ACEL/CM/CORP/0267, UCX: 210001 (SMC Comtrade Ltd.), PMS INP000003435 (SMC Investments and Advisors Ltd.), IRDAI Reg. No: DB 272/04 License No. 289 (SMC Insurance Brokers Pvt. Ltd.) , Merchant Banker INM000011427 (SMC Capitals Ltd.) Clients must read Risk Disclosure Document (RDD) & Do’s and Don’ts before investing" is included in the content of the Advertisement. 'Two minutes is an indicative time under standard conditions and may vary from person to person'

Investment in securities & commodities market are subject to market risk • All insurance products sold through SMC Insurance Brokers Pvt. Ltd. • Investment Banking Services provided by SMC Capitals Ltd. • Equity PMS and Wealth management services provided by SMC Investments & Advisors Ltd. • IPOs and Mutual Funds distribution service is provided by SMC Global Securities Ltd. • Financing Services provided by Moneywise Financial Services Pvt Ltd. • Insurance is the subject matter of solicitation • Commodity broking services provided by SMC Comtrade Ltd. • Real Estate Advisory services are offered through SMC Real Estate Advisors Pvt. Ltd. • Award sources: BSE-D&B Equity Broking Awards 2014,2013 & 2012 • Assocham SME Excellence Awards 2014 • Bloomberg-UTV Financial Leadership Awards 2012.