How to Download HDFC Securities Capital Gains Statement

Step 1 : Login to your HDFC securities Demat Account

• Click on the following link https://www.hdfcsec.com/

• Click on the Login button to be redirected to the Login page shared in the screenshot.

• Enter the Login Credentials.

Step1 to Login

Step 2 : Select Statement for Equity

• Click on Portfolio on the top and then Click on Capital Gains under “Statements” as shown in the screenshot

After Login Select Capital Gain Under Statements

Step 3 : Choose the following Options to opt for the required statement

• Financial Year - Current filing is live for FY 2022-23

• Period - This should be set as Annual for yearly ITR filing

• Asset Type - to be set as Equity

• Select the option “Detail” as this will provide a trade-wise breakup of the transaction which is more preferred while preparing the Income Tax return. DO NOT select Summary option

Select Financial Year and Report detailed Option

Step 4 : Export / Download Statement

• Click on Submit button

• Choose Export Excel format to download the file

With this report, the following transaction details will be parsed

• Speculative Gains (Intraday).

• Short Term Gains

• Long term Gains

Step 5: To Share the Same with Tax Consultant or Chartered Accountant For Faster ITR Filing.

Disclaimer: Owner For Above Images is HDFC Securities ,We have used Same for For Education Purpose only.