From where can I download my Capital Gains statement for the financial year?
We compute your capital gains statement for the financial year and provide it to you under Profile > Investment History > Reports. Here you will find all the 3 reports that may be required by you to provide to your tax accountant during tax filing season, namely your Transaction Report, your ELSS Report (if you have invested in any ELSS funds) and your Capital Gains Report. These reports are available by financial year only.
Do remember though that in addition to the Capital Gains report provided by us, you will receive an email from both CAMS and/or Karvy with your respective reports. You must cross check these reports against the ones we have provided, and if you find any issues, do share the report and the concerned issue with us ASAP so that we can resolve at our end. And in case you did not receive the reports from CAMS and/or Karvy, here are the links to their respective pages:
- CAMS Capital Gains Report
- KARVY/Kfintech Capital Gains Report
How can I find out if I have invested in a regular plan or direct plan?
Investments made through a financial intermediary like a bank or a broker are usually regular plans. If you have invested through a financial planner and he/she has advised you on what to buy, done all the paperwork himself/herself and has collected ...
What is indexation?
Indexation is the benefit provided on long-term capital gains in various assets, including debt mutual funds. It allows investors to increase their ‘cost of acquisition’, while calculating capital gains and, thus, reduces taxable capital ...
What are the applicable taxes on Mutual Funds?
Equity mutual funds are those funds that invest 65% or more in equity shares of listed Indian companies. All other funds are categorised as Non-equity mutual funds and include debt funds, gold funds, fund of funds and international funds. Taxation ...
What is Tax Loss Harvesting?
Tax Loss Harvesting is the act of offsetting gains against losses to minimise taxes that need to be paid either for short term or long term. This allows investors to book profits for well performing funds and exit poor performing funds from their ...
How is Glide Invest different from other platforms like banks, brokers, financial planners etc.?
At Glide Invest, our only aim is to facilitate our customers to invest in order to fulfil their goals. We offer goal based investing where you will select a predefined goal e.g. retirement, child’s marriage, etc and our algorithm will provide you ...