How to Get CDSL Demat Account Statement

Free Demat with Zero AMC*

The CDSL Demat Account Statement reflects the total valuation of your entire investments on various assets. The full form of CDSL is Central Depository Securities Limited. After the big stock market scam in 1992, Indian markets went fully computerized. Then back in 1999, the CDSL was established to facilitate the digital holding of dematerialized securities and smooth transactions by book entry.

What is a CDSL Demat Account Statement?

A CDSL Demat Account Statement is a detailed file that offers you with a image of your investments within the Indian securities market. It's a critical document that allows you music your portfolio overall performance, recognize your holdings, and make knowledgeable investment choices.

First go with simple understanding of a Demat Account, is the short form of a Dematerialized Account. It is where one can keep his/her securities or assets purchased from the stock market.

Every stockbroker in India needs to open a Demat account or trading account either with the CDSL or NSDL.

How To Get the CDSL Demat Account Statement?

The most effective method for accessing and reading the Demat account statement from CDSL is obtaining and downloading the consolidated account summary (CAS).

Checking your investment portfolio through the CDSL Demat Account statement. You need to follow the following steps after visiting their website:

https://www.cdslindia.com/cas/logincas.aspx

Go to the CDSL website cdslindia.com and click on the CAS login option.
Enter your PAN Number.
Enter your BO ID (which is your 16-digit Demat number mentioned on your account statement ) and date of birth.
Enter the captcha code for further validation.
You will receive an OTP on your registered mobile number and email if the provided information is correct. Enter the OTP received.
Click on submit.
After providing all the above details correctly, your CAS will load in a new window, showing the statements of holdings and accounts.

When you get your CDSL CAS, check the following:

Personal Details: Verify that your name, age, address, PAN, Aadhar card, and bank details are correct. Contact CDSL to update any incorrect information.
Folio Number: Check your unique folio number, which is important for login and transactions in your Demat account.
Net Asset Value (NAV): Look for a summary of your holdings, the price per unit, and the total asset value of your investments.
Transaction Summary: Review all your share market transactions. Report any discrepancies by contacting CDSL customer service.
Dividends Received: Check the dividend payments and ensure they have been credited to your account. If not, raise a dispute with the holding company.
Fund Names: Verify the names of mutual fund schemes, company shares, and other holdings you have invested in.

By reviewing these points, you can ensure the accuracy of your CDSL CAS and address any issues promptly.

Perks of CDSL Demat Accounts

There will be no issues if multiple CDSL Demat Accounts are opened and operated under multiple stockbrokers. If all of your brokers use the CDSL's safekeeping facilities, you will find all of your investment details in a single .pdf file.

The CDSL's system will find out where your other investments are, and they will also display it categorically and chronologically. This is a great feature of the CDSL Demat account statement; you can track all of your investments in one place.