Self Help Documentation
HOW TO DOWNLOAD CAPITAL GAINS STATEMENT ON MOBILE
Click here to view the Step – by – Step Tutorial for the better understanding.
- Login to the App and click on the Navigating lines on the Top left. Scroll down and select “Reports”.
- Click on “Back Office”. Your back-Office dashboard will be open on the web page. Then click on the menu lines on the top left.
- Select the Financial Year.
- Click on the menu lines again. Select “Reports”. Then Select “Equity P&L Report”.
- Click on “View icon”. You can then download the reports in Excel and PDF format.
*Note: To check the F&O Profit & Loss, kindly download the reports in Excel Format.
- Click on menu lines again and select “Financial” and select “Financial Ledger” to download the Financial Ledger.
- Click on “View icon”. You can then download the Financial Ledger in Excel and PDF format.
- Click on Menu lines again and select “Holding”. Click on “Holding”.
- Click on “View icon”. You can then download the Holdings in Excel and PDF format.