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Motilal Oswal: Download Holding Statement for Traders

by | Jun 24, 2024 | Income Tax | 0 comments

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Important keyword: Holding Statement, Trader.

Motilal Oswal: Download Holding Statement for Traders

It allows you to download your holding statement to keep track of your investment transactions. Holding Statements provide details about the contents of an investment portfolio held by an individual or entity, including information on mutual funds, pension funds, stocks, bonds, futures and options (F&O), exchange-traded funds (ETFs), and other investment products.

You can easily download these statements from the Motilal Oswal brokerage platform, just like you would download Contract Notes and Tax Profit & Loss (P&L) Statements. These documents are essential for calculating your income tax on trading activities.

Steps to Download Holding Statements for Motilal Oswal Traders

  1. Visit the Motilal portal
    Firstly, log in using valid credentials

    Motilal Oswal Login Page
  2. Click on the Reports
    Choose the Demat Holdings option from the dashboard.

    Motilal Oswal Reports Option

Once you download your statement from here, you can use it view a comprehensive list of your holdings. It can be downloaded as XML/PDF for the date range of your choice.

Read More: Open a trading account online on Kotak Securities

Web Stories: Open a trading account online on Kotak Securities

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

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