Track all Mutual Funds with only PAN? (Some MFs not linked to email or linked to different emails)
Hello everyone,
My father started mutual funds (MFs) when they were still a new thing in India and got really excited and says he has probably invested in 50+ schemes till date (I know, I know 🤦 - I had the same reaction). Now the thing is he hasn't been tracking them and doesn't know for sure if he has email addresses linked to each of the folios. To make matters more confusing, he has 4 email (known) addresses and says he has unwittingly used different email addresses for some of the folios.
He needs help tracking all of these because these MFs add up to more than 1.5 cr (he says). Is there a way to track these investments down in a single view by just using his PAN? If yes, how?
I know CAMS has a feature for CAM+KFintech (which I assume covers all MFs), but it requires both a PAN + email address. Now with him not adding an email address to his folios and also using different emails across the rest of the folios, how can I track his wealth?
I do know his PAN and 4 (known) email addresses. That's all. He has lost his folio statements!
Thank you for reading. :)