Lakshmishree provides various statements to help you track your trading, investments, and financial activities. These statements are either sent as per SEBI/exchange rules or made available upon request through the platform or customer support.
Here are the different types of statements available:
- Contract Note: A legal and detailed summary of every trade you place during the day, sent on each trading day.
- Profit & Loss Statement: Shows your overall trading profit or loss over a selected time period.
- Annual Global Statement: A yearly summary of all your trades, fund transactions.
- Weekly/Monthly Statement: A complete weekly/monthly report that includes details of your trades, holdings, margins, and balances.
- Holding Summary Statement: A snapshot of all stocks and securities currently held in your demat account.
- Daily Margin Statement: Sent daily, this includes information about your available and used margins, along with obligations.
- Ledger Statement: A complete record of all your fund transactions, like credits, debits, charges, and withdrawals.
- Tax Report: Helps in filing taxes by giving a summary of capital gains, losses, and applicable taxes.
- Portfolio Report: Shows a detailed report of your current portfolio performance and asset allocation.
- Capital Gain Statement: A ready-to-use report for filing income tax based on your gains or losses from stocks and mutual funds.
These reports are available via the Lakshmishree website or mobile app. You can also raise a request to receive them on your registered email.