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Transfer in is a process through which you can transfer MF Holdings held with other broker or directly with AMC to ICICIdirect
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https://www.camsonline.com/Investors/Statements/CAS-CAMS
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FAQs a. Transfer-In is a process of transferring all your mutual funds holding (outside the domain of ICICI Direct) to ICICI Direct domain
a. Transfer-In can be done by logging into ICICI Direct.com with your credentials & navigating to the path: Mutual Funds > Transfer-In > Click on Initiate Digital Transfer In and upload your CAS Statement.
b. Post upload you need to select the folio’s which you would like to Transfer-In.
c. Once you submit your request, you will need to take a print out of the application form, sign the form & upload it on the TI page or TI Order Book for further processing with RTA/AMC
a. CAS stands for Consolidated Account Statement is a single consolidate statement of all the investments done by you in the securities market
a. You can upload the CAS from NSDL or from CAMS. Note, it should be a Consolidated Account Statement & not a summary
a. NSDL sends the updated CAS on a monthly basis to your registered email ID
b. Follow below steps to find the latest CAS:
i. Check your mail box for an email from NSDL (sender’s mail ID: NSDL-CAS@nsdl.co.in)
ii. Subject Line: Your NSDL CAS -
iii. Download the PDF file in this mail
a. You can visit - https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement & click on CAS-CAMS option on this page
b. On this page, you need to provide your email & select the option of With zero balance folios under Folio listing & select ‘All’ as an option in MF drop down
c. Post that you need to set a customize password & click on Submit
d. You will receive the CAS from CAMS immediately on your registered email address.
a. Password to open the CAS is: Sole/first holder PAN in capital letters.
a. You get access to all your investments at one single place, research recommendation on your holdings & also plenty of other investment options like Fixed Deposits, Bonds, Insurance, NPS & more other products
a. No, this service is absolutely free of cost
a. There will be absolutely no impact on your investment amount OR the current valuation when you transfer your external holdings.
a. We will transfer MF holdings which are in regular plans only.
a. No, you can only transfer holdings which are currently in the Physical/folio mode with the distributor to ICICI Direct platform
Disclaimer – ICICI Securities Ltd. (I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025, India, Tel No : 022 - 6807 7100. I-Sec is a Member of National Stock Exchange of India Ltd (Member Code: 07730), BSE Ltd (Member Code: 103) and Member of Multi Commodity Exchange of India Ltd.(Member Code: 56250) and having SEBI registration no. INZ000183631. I-Sec is a SEBI registered with SEBI as a Research Analyst vide registration no. INH000000990. Name of the Compliance officer (broking): Ms. Mamta Shetty, Contact number: 022-40701022, E-mail address: complianceofficer@icicisecurities.com. Investments in securities market are subject to market risks, read all the related documents carefully before investing. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon. Features such as Advanced Charts, Watchlists, i-Click-2-Gain, F&O Insights @ Fingertips, Payoff Analyzer, Basket Order, Cloud Order, Option Express, e-ATM, Systematic Equity Plan (SEP), i-Track, i-Lens, Price Improvement Order, Flash Trade, Strategy Builder features are offered by ICICI Securities. Any complaint / dispute pertaining to the same would not have access to Exchange investor redressal or Arbitration mechanism. Margin Trading is offered as subject to the provisions of SEBI Circular CIR/MRD/DP/54/2017 dated June 13, 2017 and the terms and conditions mentioned in rights and obligations statement issued by I-Sec. Please note Brokerage would not exceed the SEBI prescribed limit. Baskets are not Exchange approved products and any disputes related to the same will not be dealt on the Exchange platform. For non-ICICI Bank clients, the pay-out time may vary. The non-broking products / services like Research, etc. are not exchange traded products / services and all disputes with respect to such activities would not have access to Exchange investor redressal or Arbitration mechanism. The securities quoted are exemplary and are not recommendatory. Such representations are not indicative of future results. Please note that for 3-in-1 Account, Trading Account will be opened with ICICI Securities Limited and Demat & Saving Accounts will be opened with ICICI Bank Limited and for 2-in-1 Account, Trading Account will be opened with ICICI Securities Limited and Demat Account will be opened with ICICI Bank Limited. Account would be opened after all procedure relating to IPV and client due diligence is completed.
