MyCAMS User Guide

myCAMS ? User Guide

Convenience is just a click away! myCAMS is a web based application developed by CAMS for investors to enable them to create a single login user id through CAMS website or through Mobile App Version and enable them to transact across all participating Mutual Funds who have authorized CAMS to provide designated services through this application using the single login.

Accessibility

myCAMS is available in two version, i.e, Desktop & Mobile App. Desktop version of myCAMS can be accessed through CAMS website . myCAMS mobile app can be downloaded from Google Play store or iTunes app store and install the same and is available free of cost. myCAMS mobile application is currently compatible in handsets running with android OS (version 2.3 and above) or iOS 7.

User Registration

Investor shall register for myCAMS with the registered email in the folio(s) as User ID. Investor must ensure same email ID has been registered in all the folios held by him/her in the participating mutual funds serviced by CAMS. Single registration is sufficient either in myCAMS mobile app or myCAMS online. Users can use the same login credentials for both. Password credentials sent to the registered email id will be valid for only two days and if the investor does not use the same, he / she needs to complete new User Registration process or generate new Password using Forgot Password option.

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Registration steps in myCAMS desktop are given below; a. Visit --> Investor Services --> myCAMS b. Click on `New User Registration' to create new user. c. In the `New User Registration screen', enter the registered email id and captcha. Click on Submit. d. On completion of the registration process, an alert confirming the same is displayed on the screen. e. New User Registration confirmation mail sent to user registered email id, along with the login credentials. f. This user id and password to be used for initial login in myCAMS `User Login' screen. g. The 1st time myCAMS user login navigates to the `Change Password' screen, allowing users to set their desired password as per the password logic displayed in the screen. h. User may now re-login to myCAMS with the user id as the registered email id and the new set password.

Registration steps in myCAMS mobile app are given below; a. Download myCAMS mobile app from Google Play store or iTunes app store and install the same. b. Click on Register Now. c. Enter your registered email id in the `New Registration screen' and click on Submit. d. You will receive a myCAMS User creation confirmation email along with the login password. e. In the login screen of myCAMS mobile app; please enter your registered email id as User ID; the login password received and click on LOGIN. f. The 1st time myCAMS user login navigates to the `Change Password' screen, allowing users to set their desired password as per the password logic displayed in the screen. g. User may now re-login to myCAMS with the user id as the registered email id and the new set password

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Portfolio Mapping

All your MF investments serviced by CAMS automatically gets mapped to the portfolio provided you have the same email id registered across all your folios. If in case any of your folios are missing in myCAMS login, please ensure that your email id is updated in the respective folios. You may use PAN based service request form to update your contact details and KYC in the funds serviced by CAMS. You may submit or courier the original physical copy of the duly filled and signed PAN based request form at the nearest CAMS Service Center. The request will be verified and processed within 7 business days. Folios get mapped to myCAMS once email id is updated in your folios. As consolidating data from other RTAs cannot happen on real time, myCAMS presents portfolio valuation of CAMS serviced Mutual Funds only.

Services offered

myCAMS brings you a host of features that will help you not only to stay updated on your MF investments across all funds serviced by CAMS but also transact with ease. Manage Account Portfolio Valuation statements, View your profile, View your SIP status and Change of Dividend option Transact - Purchase, Redemption, Switch, View of recent transactions made. NAV & Dividend View NAV & Dividend rate details for all the schemes of the Funds handled by CAMS Statements Active Statement, Consolidated Account Statements [CAS] for all CAMS handled Funds, CAS- All RTAs [covering majority of the mutual funds available in India], Portfolio Valuation, Realized Gains, Transaction details Customer Care Query, Complaint, Download Service request forms, CAMS Locations, Change of Password CAMS Viveka A knowledge series on various Mutual Fund topics of interest / importance, Mutual Fund FAQs, Money Mantra and Distributor News. Money Mantra is the exclusive investor education program conducted by CAMS to promote knowledge about investment Policies / T&C Data Protection Policy, Terms and Conditions intended for the investor services provided by CAMS are listed down for investor awareness.

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Manage Account:

Portfolio Valuation of your investments: Pie chart representation of consolidated investments by Fund-wise and by asset class Cost Value, Market Value, Appreciation, Wtd Avg age days and Annualised XIRR Fund-wise / Scheme-wise / Folio-wise drill down

Detailed account information: Profile ? Name, PAN, Date of Birth, Tax Status, KYC, Contact details Folio details ? Mode of Holding, Joint Holders, Guardian, Nominee, Bank mandate SIP enquiry & Change of Dividend option (only in desktop version)

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Online Financial Transactions: Create New Folio (both in existing Fund and New Fund) Additional Purchase Redemption Switch Registration of Systematic Transactions (SIP, STP, SWP)

Folios applicable for myCAMS Financial Transactions: Tax Status: Resident Indian Individuals, HUF, Minor (except for New Folio creation) KYC complied and status updated (except for redemption) Mode of Holding: Single, Anyone or Survivor, Either or Survivor, Both or Survivor Valid Indian network mobile number to receive OTP during Redemption & SWP

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