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Account & Asset Management

Mutual Fund (MF) Import via CAS

🕒 5 min read 🕒 Updated 22 Apr 2026

Automated Net Asset Value (NAV) Syncing

Managing Mutual Funds manually is tedious because NAV changes daily. Stop manual entries and use our 1-Click Workflow:

  1. Go to CAMS/KFintech and request your Detailed CAS PDF (linked to your PAN).
  2. Navigate to Premium > MF Import inside Wevanta.
  3. Upload the PDF and enter your personal password.

How the Magic Works: Wevanta decrypts the file, parses the tables, and identifies every single folio. It calculates the exact units and invested_value, grouping them securely under your mutual funds category and updating your net worth instantly.