Why We Ask for Your CAS
Transparency builds trust. Here's exactly what happens.
What is a CAS?
A Consolidated Account Statement (CAS) is a read-only document that lists your mutual funds, stocks, and other investments managed through depository participants (NSDL/CDSL).
It's generated by depositories and contains information about your holdings, but it cannot be used to execute transactions.
How FinSense Uses Your CAS
FinSense uses CAS only to understand structure, not to influence decisions or execute any transactions.
✓ What We Do
- • Calculate net worth
- • Analyze asset allocation
- • Identify market exposure
- • Simulate stress scenarios
- • Generate insight reports
✗ What We Never Do
- • Execute transactions
- • Recommend products
- • Earn commissions
- • Share data with third parties
- • Provide investment advice
Your Data Security
- Encrypted storage: All uploaded documents are encrypted at rest
- No transaction access: CAS is read-only; we cannot move money
- User control: Delete your data anytime from your account
- No sharing: Your financial data is never sold or shared
How to Get Your CAS
- Visit NSDL or CDSL website
- Request CAS via email (sent to your registered email)
- Upload the PDF to FinSense
- Review your financial clarity dashboard
Your CAS never leaves your control. We only read it to help you understand your money better.