For mutual funds, the cleanest source isn't your broker — it's the registrars. A single CAS (Consolidated Account Statement) from CAMS or KFintech covers every fund you hold, across every AMC, and ProjectionWealth reads it directly.
Choose the CAS source
In Settings → Import Data, set Source → CAMS / KFintech CAS (PDF). A CAS PDF is password-protected, so a CAS Password field appears — usually your PAN (e.g. ABCDE1234F), or whatever password you set when you requested the statement.
Import Data
Bring in what you already own from your broker or fund house.
Drop your file here, or browse
PDF only · Max 10MB
How to get your CAMS CAS
camsonline.com → Statements → CAS – CAMS + KFintech → email a Detailed statement for the period → open the PDF here.
Set the source to CAMS / KFintech, enter the CAS password, and drop the PDF — the helper shows how to request one.
Get your CAS
The How to get your CAMS CAS helper walks you through requesting a detailed statement that spans both CAMS- and KFintech-serviced funds, emailed to you as a PDF. Drop that PDF in, enter the password, and hit Preview.
Preview, then confirm
The preview lists every mutual-fund transaction it found. Check it looks right, then Confirm Import — units, cost and NAV history all land in the portfolio you chose.
Note: A CAS captures your whole MF history in one file, which makes it the most reliable way to get accurate cost and returns for funds. The PDF is read on import and not stored.