How to check demat account balance? Here are 3 ways

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demat account is a crucial prerequisite for engaging in the stock market trading activities. Operating akin to a bank account, it is held either with NSDL or CDSL, and accessibility is facilitated through a depository participant such as a stockbroker. Stocks purchased are housed within the demat account, akin to funds in a bank account, with transfers occurring based on buying and selling actions.

Comparable to a bank account's functionality, a demat account permits access to details such as passbook entries and account statements. Just as one would check their bank balance, individuals can similarly verify their demat account balance and review their statement of demat holdings. Navigating a demat account, despite its utility for share market investors, may pose a challenge when it comes to checking the account balance, particularly for newcomers.

This article is designed to assist such novices in swiftly and seamlessly verifying their account balances, ensuring a hassle-free experience. The Consolidated Account Statement (CAS) stands as a pivotal document in the process of understanding one's demat account statement. Acting as a comprehensive compilation, the CAS encompasses all transactional and investment particulars related to both mutual fund investments and depository accounts.

Essentially, it serves as a consolidated record of all investments and transactions conducted through these avenues. By accessing the CAS, individuals can gain clarity on reading their demat account statements, aiding in the exploration of demat account balances and statements. Moreover, it offers detailed documentation of an investor's holdings and provides a concise overview of all investments.