How to get a Holding Report?

How to get a Holding Report?

For Web:

  1. Login: Successfully log in to your account.


  1. Access My Reports:
    • Go to the "My Reports" section
  1. Go to Portfolio: Navigate to the "Portfolio" section.


  1. Select Segment: Choose the segment (Equity, FNO, etc.).
  1. Download Report:
    • Click on the "Download" button.
    • Select the desired format (PDF or Excel).


For App:

  1. Login: Successfully log in to your account.


2.               Go to Portfolio Section: Navigate to the "Portfolio" section through “My Reports”


3.               Select Segment: Choose the segment (Equity, FNO, etc.).


4.               Download Report:

    • Click on the "PDF" icon to download the report.

Note: You should have activated the Derivative segment to view the data, here we have not yet activated the segment,



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