As an investor, you must understand the importance of tracking your investments and maintaining accurate financial records. One essential aspect of this process is accessing your transaction cum holding statements. These statements help to ensure that you have all the information you need at your fingertips. Here, you will provide get a comprehensive guide on how to download these statements hassle-free via CDSL Easi.
Transaction cum holding statements, often referred to as SOT (Statement of Transactions) and SOH (Statement of Holdings), play a vital role in evaluating your investment performance. These statements provide a detailed overview of your transactions and holdings, helping you track the progress of your portfolio.
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There are several benefits to downloading your transaction cum holding statements:
These statements record all your investment transactions, including buys, sells, and dividends received. This information helps understand the timing and impact of various investment decisions.
By reviewing these statements regularly, you can analyse the growth of your portfolio over time. Additionally, they provide insights into the diversification of your investments. Thereby, allowing you to assess whether your holdings align with your investment strategy.
Transaction cum holding statements are invaluable during tax season. They provide a consolidated view of your investment-related income, making it easier to calculate capital gains, dividends, and other tax-related information. These statements serve as supporting documents for accurate tax filings.
If you are trading in the Indian Stock Market, you can download your transaction cum holding statement from CDSL Easi. All the account types, including individual, joint, NRI, and non-individual accounts, can do it seamlessly following these steps:
To ensure a seamless experience and accurate information, keep the following tips and considerations in mind:
Downloading your transaction cum holding statement from CDSL Easi is a breeze with this comprehensive guide. Empower yourself with this valuable financial tool and take complete control of your investments. It's never been easier to stay organised and informed regarding your investments. These statements are accessible to all account holders.