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.

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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 Current NAV

• Latest portfolio valuation

• Recent transactions and SIP updates

While NJ’s platform does show individual scheme details, a downloadable or automatically emailed CAS would allow investors to get a bird’s-eye view of their overall wealth, making it easier to:

• Track portfolio performance

• Rebalance investments

• Share documents for loans, audits, or financial reviews

Why Investors Want It:

• Simplifies tracking investments across AMCs

• Reduces manual effort in calculating portfolio health

• Helps in better financial planning

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2. Capital Gain and Tax Statement

When tax season comes around, every mutual fund investor looks for one simple document — a capital gain and tax statement.
Investors through NJ Mutual EWS often wish for a single, downloadable statement that summarizes:

• Short-Term Capital Gains (STCG) across all schemes

• Long-Term Capital Gains (LTCG)

• Tax deducted at source (TDS) details

• Dividend income (now taxed in the hands of investors)

Currently, investors might have to collect this information separately from individual fund houses or through a manual calculation process. A ready-to-use tax statement would make income tax filing much easier.

Why Investors Want It:

• Saves time during income tax filing

• Reduces errors while declaring income from mutual funds

• Helps in advance tax calculation and planning

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Final Thoughts

NJ Mutual Fund EWS has made investing efficient and user-friendly, but having quick access to a Consolidated Account Statement and a Capital Gain and Tax Statement would make the experience even better.
These two documents would give investors complete control over tracking, reporting, and planning their investments.

Until such features are fully integrated, investors can manually download individual reports from NJ EWS or directly request CAS from CAMS or KFintech.

Stay informed, stay empowered, and keep growing your wealth! 🌱

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