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How to Check Demat Account Status

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If you invest in the share market, it is advisable to check the demat account and the demat account statement to know where you stand financially. An investor should also know how to check how many demat accounts I have and the shares credited or debited in those accounts when he trades in the market. If you are not familiar with the process of how to check the demat account status, here are the answers to how to check the demat account with PAN and also, how to check demat account is active or not.

How to access the demat account statement

The best way to access a Demat account statement is through the consolidated account statement (CAS). The CAS contains all the information regarding the transaction and investment of shares and securities. An investor can view the CAS on the CDSL (Central Depository Services Limited) or the NSDL (National Securities Depository Limited).

To access the account statement on CDSL, the account holder can visit the CDSL website, and click on CAS login. Next, they need to enter their Permanent Account Number (PAN), BO ID, and Date of Birth (DOB). On entering this information, they must verify Captcha, enter the OTP they receive on their mobile number, and submit.

To access the account statement on NSDL, the account holder has to visit the NSDL CAS webpage and click on the NSDL e-CAS option. Next, he must enter the CAS ID and PAN details, and verify Captcha. The account holder can receive a copy of his CAS on his registered email ID.

Things to consider while understanding your demat account statement

 

When reviewing your demat account statement, there are several key aspects to consider for a comprehensive understanding of your investments.

 

  1. Transaction history

    Start by examining your transaction history, which provides a summary of all activities within your demat account statement. This section may include details about Systematic Investment Plans (SIPs) and Systematic Withdrawal Plans (SWPs), offering valuable insights into your investment journey.

  2. Personal details

    Next, verify your personal details, including your name and demat account status. Ensuring this information is accurate is crucial to avoid any discrepancies with your account.

  3. Folio number

    Take note of your folio number, a unique identifier that distinguishes your demat account balance from others. This number is essential for tracking your investments and transactions.

  4. Different fund options and names

    The statement will also list the various funds you are invested in, along with their respective dividends and growth rates. This section helps you evaluate the performance of your investments.

  5. Net asset value of your holdings

    Finally, monitor the Net Asset Value (NAV), which fluctuates daily. Regularly checking the NAV from the time of investment can provide insights into your portfolio's performance over time.

    By considering these elements, you can effectively manage your investments and make informed decisions regarding your demat account balance and overall portfolio.

How to check the demat account statement?

To check their Demat account statement, the account holder must first check his personal details to ensure they are correct. If there is an error, he can get it corrected through the Depository Participant (DP). Next, he should check the Folio number to ensure it is allocated and unchanged. He should check the statement for the fund names, dividends, and growth. The statement also shows historical information regarding the dividends received, Net Asset Value (NAV), and transaction summary.

How to check demat account balance

You can check your Demat account balance through the website or mobile application of the DP. Usually, the DP offers various charts and graphs to give further insight into the Demat account statement of the investor. If the investor has multiple Demat accounts, he can view their compiled statement through CAS.

Conclusion

An investor can view his individual Demat account balance on the DP’s website or view his CAS to check his Demat account statements across all DPs with whom he has accounts.

How to access the demat account statement

The best way to access a Demat account statement is through the consolidated account statement (CAS). The CAS contains all the information regarding the transaction and investment of shares and securities. An investor can view the CAS on the CDSL (Central Depository Services Limited) or the NSDL (National Securities Depository Limited).

To access the account statement on CDSL, the account holder can visit the CDSL website, and click on CAS login. Next, they need to enter their Permanent Account Number (PAN), BO ID, and Date of Birth (DOB). On entering this information, they must verify Captcha, enter the OTP they receive on their mobile number, and submit.

To access the account statement on NSDL, the account holder has to visit the NSDL CAS webpage and click on the NSDL e-CAS option. Next, he must enter the CAS ID and PAN details, and verify Captcha. The account holder can receive a copy of his CAS on his registered email ID.

Things to consider while understanding your demat account statement

 

When reviewing your demat account statement, there are several key aspects to consider for a comprehensive understanding of your investments.

 

  1. Transaction history

    Start by examining your transaction history, which provides a summary of all activities within your demat account statement. This section may include details about Systematic Investment Plans (SIPs) and Systematic Withdrawal Plans (SWPs), offering valuable insights into your investment journey.

  2. Personal details

    Next, verify your personal details, including your name and demat account status. Ensuring this information is accurate is crucial to avoid any discrepancies with your account.

  3. Folio number

    Take note of your folio number, a unique identifier that distinguishes your demat account balance from others. This number is essential for tracking your investments and transactions.

  4. Different fund options and names

    The statement will also list the various funds you are invested in, along with their respective dividends and growth rates. This section helps you evaluate the performance of your investments.

  5. Net asset value of your holdings

    Finally, monitor the Net Asset Value (NAV), which fluctuates daily. Regularly checking the NAV from the time of investment can provide insights into your portfolio's performance over time.

    By considering these elements, you can effectively manage your investments and make informed decisions regarding your demat account balance and overall portfolio.

How to check the demat account statement?

To check their Demat account statement, the account holder must first check his personal details to ensure they are correct. If there is an error, he can get it corrected through the Depository Participant (DP). Next, he should check the Folio number to ensure it is allocated and unchanged. He should check the statement for the fund names, dividends, and growth. The statement also shows historical information regarding the dividends received, Net Asset Value (NAV), and transaction summary.

How to check demat account balance

You can check your Demat account balance through the website or mobile application of the DP. Usually, the DP offers various charts and graphs to give further insight into the Demat account statement of the investor. If the investor has multiple Demat accounts, he can view their compiled statement through CAS.

Conclusion

An investor can view his individual Demat account balance on the DP’s website or view his CAS to check his Demat account statements across all DPs with whom he has accounts.

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Frequently Asked Questions

Explain which is better: CDSL and NSDL?

Answer Field

Both CDSL and NSDL are reputable depositories in India. The choice between them depends on your preferences, as both offer similar services. Factors like customer service, accessibility and fees may influence your decision.

How to set a 200 moving average?

Answer Field

To set a 200 moving average, select the moving average tool on your trading platform, input ‘200’ for the period and apply it to the desired stock. This will help you analyse long-term trends in your investments.

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