Can I convert mutual fund holdings from SOA to demat format?

Yes. You can request a conversion through your broker or AMC to convert your mutual fund holdings from SOA to demat format.

Is a demat account compulsory for SIP investments?

No. You can invest in SIPs through an AMC even if you don’t have a demat account.

Are SOAs safe and regulated?

The investments you make through an AMC are recorded in the SOA and are regulated by SEBI. AMCs and RTAs are responsible for maintaining them.

Can I track both SOA and demat investments together?

Yes. CAS combines both these formats into a single report.

Do brokers charge fees for SOA?

pically, SOAs do not involve brokerage charges. This is because AMCs directly handle them.