Guide to Download Capital Gain Statement from Motilal Oswal

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 Motilal Oswal for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the Motilal Oswal website.

Step 1 : Login to your Motilal Oswal Demat Account

 

  • Click on the following link https://www.motilaloswal.com/
  • Click on the “Login To Trade” button to be redirected to the Login page shared in the
  • Enter the Login

Step 2 : Select Statement for Equity

  • Click on “Reports” present at the top
  • Then Click on “ITR Reports” under “Operational Reports” as shown in the screenshot.

Step 3 : Downloading the ITR Reports

 

  • Once you click on “ITR Reports” a confirmation Pop up will be shown to you (refer to below SS).
  • The ITR report will be sent to your registered email as a .zip file attachment.

Step 4 : Export / Download Statement

 Once you have downloaded the Zip file, you need to then Extract the “CapitalGainLossSummary” report