How to Download Your CAS & CDSL Demat Statement Easily

Managing your investments effectively requires access to accurate and up-to-date information about your holdings. The Central Depository Services Limited (CDSL) provides detailed statements that help you track your assets and transactions. 

This blog will help you understand how to obtain CDSL statements as quickly as possible.

What is the CDSL Statement

A CDSL statement is a document that gives you detailed information about your investments in your demat account. CDSL stands for Central Depository Services Limited, one of India’s two main depositories that hold securities like stocks, bonds, and mutual funds in electronic form. When you have a demat account with CDSL, you receive statements which show all the securities you own in your demat account and detail how much of each you have that help you keep track of your investments. 

CDSL statements clearly show your financial activities and holdings, including information about your locked-in balance, lien balance, pledge balance, and free balance, helping you understand the current status of your investments. Additionally, the statements provide a detailed record of all transactions in your demat account. This includes information about the securities you bought and sold and other activities like bonus shares, stock splits, and shares received as gifts. This helps you keep track of all changes in your account over a specific period. 

Check Out the Sample CDSL Statement – Click Here

Importance of CDSL Statement for Investors

In 1999, Central Depository Services Limited (CDSL) was founded. Initially promoted by BSE Ltd, it diversified its ownership among leading Indian banks. CDSL statements, specifically the Consolidated Account Statement (CAS), are essential for investors as they provide a complete view of their demat account holdings and transactions, fostering better investment management and tax planning. 

How a CDSL Demat Statement Helps Investors Track Their Holdings

A CDSL Demat account statement assists investors in understanding their holdings and provides information on transactions conducted during a specific time frame. Like bank statements, these statements include all the required information about your account.

Downloading the CAS is the best way to read a CDSL Demat account statement. This statement from the storage contains all details of financial transactions made against a single PAN across all bonds, stocks, and mutual fund holdings.

Advantages of CDSL Statement 

1. Security and Safety

CDSL provides a safe and secure environment for holding securities in electronic form, reducing risks associated with physical certificates.

2. Cost-Effective

Electronic holding of securities eradicates costs linked with physical certificate handling and storage.

3. Convenience

Storing and transferring securities become effortless with a CDSL demat account, lowering paperwork and delays.

4. Efficient Settlement

CDSL provides efficient and timely settlement of trades, lessening the risk of transaction failures.

5. Transparency

CDSL offers transparent operations, offering investors regular statements and updates on their holdings.

How to Get a CDSL Statement 

Getting your CDSL statement online is convenient and quick. Follow these steps:

Registering on CDSL’s Website

• Visit the CDSL website.
• Click on the ‘Register’ button.
• Fill in your details, including PAN and demat account number.
• Complete the registration by verifying your email and mobile number.

Viewing and Downloading Your Statement

• Log in to your CDSL account.
• Navigate to the ‘Statements’ section.
• Select the type of statement you need (e.g., Statement of Holdings, Statement of Accounts).
• Choose the desired period for the statement.
• View or download your statement.

By following these steps, you can easily access your CDSL statements online. This process ensures that you have up-to-date information about your investments. 

Statement of Holdings and Statement of Accounts

The Statement of Holdings summarises all the securities you own in your demat account. It shows you exactly how much of each stock, bond, or mutual fund you have. This statement includes important details like:

• Locked-in Balance: Securities that cannot be sold for a certain period.
• Lien Balance: Securities that are pledged as collateral for a loan.
• Pledge Balance: Securities that are used as security for borrowing.
• Free Balance: Securities that are available for immediate sale or transfer.

The Statement of Accounts provides a detailed record of all transactions in your demat account over a specific period. It includes:

• Buy and Sell Transactions: Details of all securities you bought and sold.
• Corporate Actions: Information on activities like bonus shares, stock splits, and dividends.
• Other Changes: Details about shares received as gifts, through transmission, or other modifications.

How to Get a Demat Statement from CDSL

A demat statement is a detailed record of all transactions and holdings in your demat account.

It includes information about your securities, such as stocks, bonds, and mutual funds. It also records all transactions like purchases, sales, and other corporate actions such as bonus issues, stock splits, and transfers.

Steps to Access Demat Statement

Step 1: Log In – Visit your Depository Participant (DP) website or the CDSL website.

Step 2: Account Access – Log in using your demat account credentials.

Step 3: Navigate – Go to the ‘Demat Statements’ section.

Step 4: Select Period – Choose the period for which you need the statement.

Step 5: View/Download – View the statement on your screen or download it for future reference.

How to Download e-CAS through CDSL

Downloading your e-CAS (electronic Consolidated Account Statement) through CDSL is simple and quick. Follow these steps:

1. Visit CDSL’s Website: Go to the official CDSL website.
2. Login: Use your demat account credentials to log in. Register using your PAN and demat account number if you don’t have an account.

3. Navigate to e-CAS: Once logged in, find the section for ‘e-CAS’ or ‘Statements.

4. Select Period: Choose the period for which you want the e-CAS.

5. Download: Click the download button to get your e-CAS in PDF format.

Things to Check in the CDSL Statement

Conclusion 

In conclusion, getting your CDSL statement is simple and can significantly improve investment management. Following these steps, you can access detailed information about your holdings and transactions. 

This transparency allows you to make better decisions and ensures you have a clear understanding of your investment portfolio. Stay proactive and regularly review your statements to monitor your financial progress.