How to obtain your dividend assertion from Kotak Securities? A step-by-step information | Mint

Kotak Securities is a stockbroking agency that gives coaching, analysis and funding companies throughout derivatives, mutual funds, equities and extra.

You can acquire the dividend associated particulars by the Gain & Loss Statement or Capital Gains report supplied by the agency.

Here is the step-by-step information you’ll be able to observe to acquire your dividend particulars both by the ‘Gain and loss statement’ or by the holistic ‘capital gains report’. The similar means of downloading the identical is mentioned beneath:

Steps to obtain the achieve & loss dividend assertion

1. Log in: Reach out to the official Kotak Securities web site and log in together with your credentials.
2. Navigate to reviews: Once logged in, click on on the profile icon on the prime and navigate to the reviews part.
3. Select reviews & statements: Then select the ‘reports and statements’ possibility and click on on it to enter a brand new window.
4. Access achieve & loss assertion: You will see a brand new window opening. Through the identical choose the choice of ‘gain & loss statement’. Then rigorously choose the specified financial year and transaction sort. Finally click on on the ‘Go’ choice to generate the assertion.
5. Download and save the assertion: Now as soon as the assertion has been generated, click on on the obtain icon to put it aside in PDF or Excel format. You shall be given the chance to pick out the format you aspire the assertion to be saved in.

Note: This assertion displays your transaction-wise good points and losses for a specific monetary 12 months, together with dividends acquired. For extra data or some other clarification discuss with the official web site of Kotak Securities.

Steps to obtain the capital good points dividend report

The second method to verify your complete dividend earnings is to easily obtain the excellent capital good points report. This report is nothing however an extension of the achieve and loss assertion.

It has a number of different essential additions similar to quick time period capital good points, long run capital good points, losses together with different comparable knowledge to help traders in submitting their income tax returns.

1. Log in: Enter the required fundamental credentials and open your account on Kotak Securities.
2. Navigate to reviews: Click on the profile icon on the prime and navigate to the reviews part.
3. Select reviews and statements: Then choose the ‘reports and statements’ possibility and click on on it to enter a brand new window.
4. Access capital good points report: Then choose the ‘capital gains report (Tax Filing)’. Select the monetary 12 months and punctiliously choose between ‘Summary’ or ‘Details’. Then click on on the ‘Go’ choice to generate the report.
5. Download the report: After the report is generated, click on on the Download possibility to put it aside in your most popular format.

Note: The capital good points report offers an entire and complete abstract of your transactions, together with dividends acquired, which is beneficial for tax submitting functions.

Conclusion: Accessing your dividend assertion or report with ease

Hence, to acquire your dividend particulars easily, utilise Kotak Securities achieve and loss assertion or capital good points report. These reviews present for the important and vital data that is useful for monitoring dividends and aiding in well timed and correct income tax filing.

Disclaimer: This information is for informational functions solely. Steps might differ as per phrases and situations of Kotak Securities. Refer to Kotak Securities’ official web site for essentially the most correct and up to date course of.