CAS import
Your full mutual fund history is already in one PDF: the CAS from CAMS and KFintech. WealthGamma reads it and adds every transaction with its date, units and NAV. No broker login, no inbox access.
Import Data
Bring in what you already own from your broker or fund house.
Drop your file here, or browse
PDF only · Max 10MB
How to get your CAMS CAS
camsonline.com → Statements → CAS – CAMS + KFintech → email a Detailed statement for the period → open the PDF here.
The Import Data screen in Settings, with the CAS source selected.
CAMS and KFintech
one PDF, every fund house
Full history
dates, units, NAV and cost
Preview first
nothing saved until you confirm
PDF not stored
read on import, then gone
The statement
A CAS (Consolidated Account Statement) is one PDF from CAMS and KFintech, the two registrars that process mutual fund transactions in India. It lists every mutual fund folio you hold, across all fund houses.
Your broker only knows the funds you bought through it. The CAS has all of them. MF Central shows the same records.
Request a detailed CAS
A detailed CAS requested from CAMS covers both CAMS and KFintech funds. It arrives by email as a password-protected PDF.
Set the source to CAMS / KFintech CAS (PDF)
In Settings, Import Data, the source list includes CAMS / KFintech CAS (PDF). An in-app helper shows where the statement is requested.
Enter the CAS password and add the PDF
The password is usually your PAN, or the one you set when you requested the statement. The PDF is read on import and not stored.
Preview, then confirm
The preview lists every mutual fund transaction found in the file. Nothing is saved until you confirm the import.
How it works
One file, four steps. A detailed CAS covers both registrars, so a single PDF has every fund you hold, wherever you bought it.
You see every transaction before anything is saved. The help article on importing a CAMS or KFintech CAS shows each screen.
What you get
WealthGamma keeps every purchase as its own lot. A tracker that only stores today's balance cannot show your return or your tax.
The lots feed the tax engine. Global trackers such as Kubera add Indian funds by AMFI code and have no CAS import: see the Kubera alternative.
Stocks and everything else
A CAS lists mutual funds only. Stocks come in from your broker's own file: a Zerodha tradebook, or any other broker's CSV or Excel export.
| Source | Covers | Brings in |
|---|---|---|
| CAMS / KFintech CASPDF | Mutual funds, every fund house | Every transaction with date, units, NAV and cost |
| Zerodha tradebookCSV | Stocks traded on Zerodha | Full buy and sell history |
| Zerodha holdings snapshotXLSX | What you hold on Zerodha today | Current holdings, without the trade history |
| Any other brokerCSV or Excel | Groww, Upstox, Angel One, ICICI Direct, HDFC Securities and others | Trades, once each column is matched to a field |
| Added yourselfNo file | Gold, PPF, EPF, NPS, FDs, property, loans | Whatever you enter, one asset at a time |
Family portfolios
A CAS belongs to one person. Each family member's CAS goes into their own portfolio, all under your login.
The funds then sit beside the gold, the PPF, the flat and the home loan in the net worth tracker.
WealthGamma imports the CAS PDF from CAMS and KFintech and brings in every mutual fund transaction with its date, units and NAV. Stocks, gold, PPF, FDs, property and loans sit beside the funds in one net worth.
Usually your PAN, for example ABCDE1234F, or the password you set when you requested the statement.
Not today. WealthGamma reads the CAS PDF from CAMS and KFintech, which covers mutual funds. Stocks held in a demat account come in from a Zerodha tradebook or any other broker's CSV or Excel file.
The CAMS and KFintech CAS lists mutual fund folios only. Stocks come into WealthGamma from a Zerodha tradebook, or from any other broker's CSV or Excel export.
Yes. Each person's CAS goes into their own portfolio under your login, and the portfolios add up to one family net worth. Paid plans hold 3 or 10 portfolios.
No. Imports are part of the paid plans, and every paid plan has a 14-day money-back guarantee. On the Free plan you add holdings yourself.
No. The PDF is read on import and not stored. WealthGamma never asks for a broker login, a bank login or an OTP.
Yes. WealthGamma does not sync with the registrars. A newer CAS brings in the transactions since the last one, and any single transaction can be added yourself.
One PDF from CAMS or KFintech brings in every fund with its full history. CAS import is on the paid plans, with a 14-day money-back guarantee.
PAN not required · No broker linking · No OTPs