What statements can i request?

We have the following statement options on the app

  1. Portfolio Statement : To see consolidated view of holdings across various products. 

  2. Transaction Statement : List of all transactions done by you in a specific time period. 

  3. Capital Gains Statement : To see the capital gains/loss in your mutual fund investments. 

You can request the statements by going to Account section of the app and selecting your required statement. It will be sent across to you on the email address registered with us.