It is advisable to invest your hard-earned money through a qualified financial advisor or mutual fund distributor who can give you a consolidated statement of your mutual fund investments. Regardless of the route you choose, you can always access regular reports online—either through the service provider’s website or their mobile app.
You can also view your mutual fund portfolio details on common industry platforms like MF Central, which consolidates all your mutual fund investments linked to your PAN and registered mobile number. Additionally, Registrar and Transfer Agents (RTAs) such as CAMS and KFintech offer consolidated statements for the mutual fund companies they serve.