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  Downloading Account Statement and Tax Statement for NJ EWS Investors Investing through NJ Mutual Fund’s Electronic Wealth System (EWS) is a seamless and efficient way for investors to manage their mutual fund portfolios. However, like any investor, you will need access to important documents like Account Statements and Tax Statements to track your portfolio, review transactions, and file taxes. These documents are essential for understanding your investments and ensuring accurate tax filings. In this blog post, we will walk you through the steps on how to download your Account Statement and Tax Statement from the NJ EWS platform. 1. Why are Account and Tax Statements Important? Before diving into the process, it’s essential to understand why these statements matter for an investor: Account Statement : This document provides a detailed record of all the transactions made in your account during a specific period (monthly, quarterly, or annually). It helps you monitor t...

  Difference Between Account Statement and Holding Statement When it comes to managing investments, especially mutual funds and securities, two essential documents that investors often encounter are Account Statements and Holding Statements . While both provide crucial information about your investments, they serve different purposes and provide different types of details. In this blog post, we will break down the key differences between an Account Statement and a Holding Statement , and explain why both are important for investors. 1. What is an Account Statement? An Account Statement is a detailed report provided by a financial institution or investment service provider that summarizes all the activities in your account over a specific period. The account statement usually includes: Transactions : A list of all the buys, sells, switches, redemptions, or dividends that occurred during the statement period. Cash Flow : Deposits, withdrawals, and any changes in the av...

  6 Essential Mutual Fund Statements Every Investor Investing Through NJ Mutual EWS Account Wishes He Could Have Investing through the NJ Mutual Fund Electronic Wealth System (EWS) provides investors with a smooth platform to manage their mutual fund investments. However, as much as EWS has made tracking investments easier, many investors still wish for additional reports that could help them manage their wealth more efficiently. In this blog, we will explore the six essential mutual fund statements that every investor using the NJ Mutual Fund EWS platform wishes they could have — to simplify their investment tracking, tax filing, and decision-making process. 1. Consolidated Account Statement (CAS) A Consolidated Account Statement (CAS) that includes all your mutual fund investments across various AMCs would be extremely helpful. It would summarize: All holdings with folio numbers, purchase NAVs, and units owned Current market value and overall portfolio valuation ...

  5 Essential Mutual Fund Statements Every Investor Investing Through NJ Mutual EWS Account Wishes He Could Have The NJ Mutual Fund EWS (Electronic Wealth System) platform has revolutionized the way investors manage their mutual fund portfolios. With easy access to multiple schemes, seamless transactions, and consolidated views, EWS makes investing simple and efficient. However, serious investors still wish they had access to a few more powerful statements that would make tracking, analyzing, and managing investments even smoother . In this blog post, let’s explore the five essential mutual fund statements every NJ Mutual Fund EWS investor wishes they could easily access to make their investing journey smarter and more effective. 1. Comprehensive Consolidated Account Statement (CAS) A Consolidated Account Statement (CAS) would provide investors a single view of all their mutual fund holdings across different AMCs, showing: Scheme names, folio numbers, purchase NAVs, a...

  4 Essential Mutual Fund Statements Every Investor Investing Through NJ Mutual EWS Account Wishes He Could Have NJ Mutual Fund's EWS (Electronic Wealth System) has made investing in mutual funds incredibly easy and efficient. However, even with such a powerful platform, many investors still wish for a few additional statements that would make managing investments even more seamless, especially when it comes to tracking performance, tax filing, and planning financial goals . In this blog, let's explore the four essential mutual fund statements that every NJ Mutual Fund EWS investor wishes they could easily access . 1. Comprehensive Consolidated Account Statement (CAS) While NJ EWS offers a detailed view of investments, many investors desire a Consolidated Account Statement (CAS) that would: Summarize all mutual fund holdings across AMCs Show folio numbers, units, purchase NAVs, and current values Present an overall portfolio valuation in one place Such a st...

  3 Essential Mutual Fund Statements Every Investor Investing Through NJ Mutual EWS Account Wishes He Could Have The NJ Mutual Fund EWS (Electronic Wealth System) platform has made mutual fund investing seamless, allowing investors to manage their portfolios efficiently under one roof. However, even with the convenience of EWS, investors often wish they had access to a few additional essential statements that could make tracking, planning, and filing taxes even smoother. In this blog post, we'll discuss the three key mutual fund statements that every NJ Mutual EWS investor wishes they could easily access — and how these could add real value to their investment journey. 1. Consolidated Account Statement (CAS) One of the most sought-after documents is a Comprehensive Consolidated Account Statement (CAS) that includes: All mutual fund holdings across different AMCs Folio numbers, purchase NAVs, and current NAVs Market values and total portfolio valuation Recent t...

  2 Essential Mutual Fund Statements Every Investor Investing Through NJ Mutual EWS Account Wishes He Could Have Investing through an NJ Mutual Fund EWS (Electronic Wealth System) account makes the process of wealth creation smoother and more accessible. While EWS provides a centralized platform for managing investments, many investors still wish for certain essential statements that could make tracking and managing their mutual fund portfolios even easier. In this blog post, let's talk about the two key mutual fund statements that every investor using an NJ Mutual EWS account wishes they had easy access to — and why these statements are so important. 1. Consolidated Account Statement (CAS) Many NJ EWS investors dream of having a single consolidated statement that reflects all mutual fund holdings across various AMCs in one place. A Consolidated Account Statement (CAS) would ideally include: Scheme names and folio numbers Number of units held Purchase NAV vs C...

  2 Essential Mutual Fund Statements Every Investor Must Know About When it comes to building long-term wealth, mutual funds are a preferred choice for many investors. However, smart investing isn’t just about choosing the right funds — it’s equally important to track and manage your investments effectively. One of the simplest ways to stay informed is by regularly reviewing certain key mutual fund statements . In this post, we'll cover the two essential mutual fund statements that every investor should know about and why they are so important. 1. Account Statement The mutual fund account statement acts as a detailed ledger of your investment journey. It contains vital information such as: Folio number and personal details Mutual fund scheme names Units purchased and redeemed Purchase NAV (Net Asset Value) and current NAV Portfolio value as of the latest date By regularly reviewing your account statement, you can monitor the performance of your investm...

  3 Essential Mutual Fund Statements Every Investor Must Know About Investing in mutual funds is a powerful way to grow wealth systematically. But just investing isn’t enough — monitoring your investments is equally important to achieve your financial goals. To do this effectively, you must stay updated with key documents known as mutual fund statements . In this blog post, let’s look at the three essential mutual fund statements that every smart investor should know about and review regularly. 1. Account Statement The account statement is like a detailed summary of your mutual fund portfolio. It includes: Folio number and personal details Name of mutual fund schemes invested in Number of units purchased and redeemed Purchase price (NAV) and current value Transaction dates By reviewing your account statement regularly, you can ensure all your transactions have been correctly processed and get a clear view of your portfolio’s performance. Why it matters:...

  4 Essential Mutual Fund Statements Every Investor Must Know About Investing in mutual funds is one of the smartest ways to grow wealth steadily over time. However, making good investment choices is only half the journey. To truly manage and protect your investments, it’s important to stay updated with the right documents. Among these, mutual fund statements play a critical role by offering key insights into your portfolio's health and performance. In this blog, we'll dive into the four essential mutual fund statements every investor must know about — and why reviewing them regularly is so important. 1. Account Statement An account statement is your personalized report card for mutual fund investments. It includes: Folio number and personal details Scheme-wise investment details Units purchased and redeemed Current Net Asset Value (NAV) Market value of investments Regularly checking your account statement ensures your investment records are accurate...

  5 Essential Mutual Fund Statements Every Investor Must Know About Mutual funds are one of the most popular investment options today, offering a smart way to build wealth over time. However, successful investing isn’t just about choosing the right fund — it’s also about staying informed about your investments. One of the easiest ways to stay on top of your portfolio is by regularly reviewing a few essential statements provided by your mutual fund companies. In this post, we'll walk you through the 5 key mutual fund statements every investor must know about , why they matter, and how they help you stay in control of your financial future. 1. Account Statement The mutual fund account statement is the foundation for monitoring your investments. It includes: Your name, folio number, and scheme details Number of units held Purchase price (NAV) and current value Recent transactions Think of it as your investment passbook — it shows where you stand at any point. ...