How to see my consolidated mutual fund portfolio at one place

Unfortunately, to the best of our knowledge, there is no app (mobile or desktop) which shows the consolidated mutual fund portfolio across all RTAs. However, if you have a demat account, then it is possible to view your consolidated portfolio in one place by converting your mutual fund holdings in demat form. Once you have a demat account, ask your broker to provide you the Conversion Request Form (CRF) assuming your broker is also the Depositary Participant (all large brokers are also Depositary Participants). If your broker is not a Depositary Participant (DP), then you have to get the CRF from the DP. Fill up the CRFs, attach the account statement of the schemes with the CRFs and submit to the DP / broker. After verifying the CRFs, the DP will send it to the RTAs / AMCs for further processing (conversion to demat form). The RTAs / AMCs will verify at their end and will confirm the demat request and your mutual fund units will get credited to your demat account. Once all the MF units are converted to demat, you can view your consolidated portfolio by logging in the client account section of your broker’s / DP’s website. Hope this answers your query.

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