Statements
Checking Demat Accounts & Statements
- Number of Demat Accounts: Request a Consolidated Account Statement (CAS) from CDSL/NSDL using your PAN to view all demat accounts linked to you.
- Consolidated Account Statement (CAS): Offers a combined view of holdings across demat accounts and mutual funds. Available via the CDSL/NSDL website using PAN and other details.
Account Statements
- Statement of Holdings (SOH): Shows a snapshot of your securities as of a specific date, including ISIN, quantity, and status (free or pledged).
- Statement of Transactions (SOT): Displays all buy/sell trades over a period. Useful for tracking activity and reconciling trades.
Annual Global Statement (AGS): A yearly summary of your holdings and transactions across instruments. Accessible via your DP or depository’s site.