Guide to Download Capital Gain Statement from Anand Rathi
Introduction
- Capital gains are profits one earns from the sale of assets such as stocks, mutual funds and real estate. The gains will be classified as short term or long term based on how long they have been held.
- Instead of manually entering the details you can simply upload a “Capital Gains Statement” that is a consolidation of your investment performance, capital gains and income on Anand Rathi for the current and last financial years.
- This guide covers the step by step procedure to fetch this gain statement from the Anand Rathi website.
Process for Anand Rathi Capital Gains Statement
Step1: Login to your Anand Rathi Demat Account
- Click on the following link https://tradexpress.rathi.com/AR/userMaster/login
- Enter Login credentials.
Step 2: Navigate to the Portfolio Section
- Clickon Reports and then select ‘Portfolio’
Step 3: Download the Profit & Loss Statement
- Select‘Gain/Loss’ tab in the portfolio page
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Then click on “Excel” icon to download the report