Important keyword: Holding Statement, Trader.
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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
- Visit the Motilal portal
Firstly, log in using valid credentials - Click on the Reports
Choose the Demat Holdings option from the dashboard.
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.
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Official Income Tax Return filing website: https://incometaxindia.gov.in/