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Kotak Securities: Download Holding Statement for Traders

by | Jun 23, 2024 | Income Tax | 0 comments

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Important Keyword: Holding Statement.

Kotak Securities: Download Holding Statement for Traders

Kotak Securities offers the convenience of downloading your Holding Statement to track your investment transactions. These statements provide a detailed overview of the investment portfolio held by an individual or entity. They encompass various investment products such as stocks, bonds, mutual funds, Futures & Options (F&O), exchange-traded funds (ETFs), and more.

Similar to downloading Contract Notes and Tax Profit & Loss (P&L) Statements from Kotak Security’ brokerage platform, Holding Statements are crucial for assessing and managing your investments. They play a vital role in calculating Income Tax on trading activities, providing essential documentation for tax reporting purposes.

Steps to Download Holding Statements for Kotak Security Traders

  1. Visit the portal
    Visit the Kotak Securities portal and log in by entering the required details.

    Kotak Securities Login Page
  2. Click on Reports
    Select DP Holdings option from the dashboard

    Kotak Securities Dashboard
  3. Next, click on the download option
    It is located at the bottom of the page

    Kotak Securities - Download Holding Statements Option

Read more: Download Ledger from Kotak Security

Web Stories: Download Ledger from Kotak Security

Official Income Tax Return filing website: https://incometaxindia.gov.in/

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