I download my capital gain statement regularly, so I can answer your query on how to get capital gain statement. If you have investments across several investment platforms or through the physical route, then I suggest you use RTAs, such as CAMS and Karvy’s consolidated capital gains statement mail-back service.
These RTAs deal with the back-office operations of mutual funds so that fund houses can focus on investment management and other opportunities. I want you to know that Sundaram Mutual Fund and Franklin Templeton Mutual Fund have their own RTAs.
How to Get Capital Gain Statement From KarvyGo to the KARVY investor mail-back service for the capital gains online portal
Log in to the platform, tap on the “Investor Service” button, and then on the “Capital Gains Statements” button.
Tap on “Capital Gain by Mail”.
Fill in all the relevant details
Fill in the e-mail address registered in your investment folios and then enter the password to open the attachment. Next, choose the relevant date.
Submit the form and you will receive the statement in your mail instantly.
Go to the CAMS webpage.
Under the ‘Statements’ option, tap on ‘Capital Gain/Loss Statement.’
Fill in all the relevant details and choose the relevant period
Fill in your email address that is registered with your investment folios.
Choose the ‘All Funds’ option from the mutual fund category’s drop-down list and fill in your PAN details.
Choose ‘Email an encrypted attachment’ as the delivery option and then enter the password to open the mail.
You won’t receive any attached document in case you haven’t redeemed your mutual fund investment during the chosen financial year.
Alternatively, you can visit your online investment platform or mutual fund company to get the capital gain statement.
Read more:
Which banks are authorised to open capital gain account?
How to close capital gain account?
How to withdraw money from capital gain account?
How to calculate capital gains tax?
I hope you liked my answer on how to get capital gain statement.
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Authors Of The Question
How to get capital gain statement?
Nishit
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2 Year
2022-03-28T15:21:13+00:00 2022-03-30T17:36:26+00:00Comment
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