SEBI working on changes to CAS; consultation paper to follow: Tuhin Kanta Pandey

The Securities and Exchange Board of India (SEBI) is preparing to overhaul the Consolidated Account Statement (CAS), a document currently used to track securities. The regulator is developing a new framework to include a wider range of financial assets, such as mutual funds, bank deposits, and insurance policies. This move aims to provide investors with a more comprehensive view of their total financial portfolio in a single place.
This change is significant for retail investors as it will simplify the process of tracking investments across different asset classes. Currently, investors must check multiple statements to get a complete picture. By consolidating this data, SEBI intends to enhance transparency and help investors better manage their wealth and assess their financial health more accurately.
Investors should wait for the upcoming consultation paper from SEBI, which will outline the specific details of the proposed changes. Once the final guidelines are released, brokers and financial institutions will need to update their reporting systems. This could lead to a temporary increase in the time taken to generate statements, but it will ultimately result in a more detailed and useful report for the user.
Excerpt from CNBC-TV18
Published On Oct 15, 2026 | 13:46 IST Last Updated On Oct 15, 2026 | 13:49 IST SEBI is working on changes to the consolidated account statement to provide investors a unified view of stocks, mutual funds, bank deposits, and insurance policies. The Securities and Exchange Board of India (SEBI) is working on proposed…Read the original at CNBC-TV18
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