Reports

How do I get my Capital Gains report for filing taxes?
You can download your mutual fund capital gains statement for a particular financial year by going to the Reports section in your Kuvera account.
Thu, 14 Mar, 2024 at 6:52 PM
How can I obtain the portfolio summary report for a specific date?
You can download your summary holdings as on date directly from CAMS (RTA) website https://www.camsonline.com/Investors/Statements/Consolidated-Account-Stat...
Thu, 14 Mar, 2024 at 10:45 PM
How do I get Tax Reports on Kuvera ?
You can download your ELSS(80C) and  Capital Gains Statements from the Reports section on Kuvera. - ELSS Investments report : Access all your ELSS investme...
Thu, 7 Oct, 2021 at 10:48 AM
How do I download my Mutual Fund transaction history from Kuvera?
Once your orders are processed, they will start reflecting in the reports section. You can check and download transaction history by going to the 'Repor...
Tue, 19 Apr, 2022 at 5:20 PM
How do I get my Capital Gains report on wealth platform for filing taxes ?
You can download your mutual fund capital gains statement for a particular financial year by going to the Reports section in your Wealth Account.
Wed, 20 Apr, 2022 at 3:02 PM
How do I get Tax Reports on Wealth Platform?
You can download your ELSS(80C) and  Capital Gains Statements from the Reports section on Wealth Platform. - ELSS Investments report : Access all your ELSS...
Tue, 19 Apr, 2022 at 5:17 PM
Will I get a Capital Gains Statement for imported transactions as well?
Yes, the Capital Gains statement on our platform will consider all transactions reflecting including imported transactions.
Tue, 19 Apr, 2022 at 5:18 PM
How do I download my Mutual Fund transaction history from Wealth Platform?
Once your orders are processed, they will start reflecting in the reports section. You can check and download transaction history by going to the 'Repor...
Fri, 16 Sep, 2022 at 11:26 AM
How do I download my Mutual Fund portfolio holding statement?
You can get a download of your portfolio holdings as of date from the Portfolio tab. Click on "Manage Funds" -> "Download Reports" -&...
Thu, 14 Mar, 2024 at 11:22 PM