Guide to Download Capital Gain Statement from Religare Broking

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 Religare Broking for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the Religare Broking website.

Step 1 : Login to your Religare Broking Demat Account

 

Step 2 : Navigate to the Portfolio Section

  • Click on ‘Switch to older version of Portfolio reports’
  • Then click on Reports and select ‘Profit and Loss Summary’

Step 3 : Download the Profit and Loss Report 

  • Select Financial Year Range and then click on “Show”
  • Then click on Excel icon to download the report