Mutual Fund Investments Statement Request

This guide will help understand how to place direct request for a statement to AMC and get it delivered to your registered email address in PDF (Portable Document Format) which can easily be opened in PDF readers like Adobe Acrobat Reader of Google Documents some browsers do support PDF formats with reading capabilities.

Fincash has launched new feature to all investors where once can request statements instantaneously to their email inbox. This measure is to improve investors service & transparency in dealings done. So no more waiting for our Support Staff responses now you can do it all at a Tap/click youself.

Users must login to fincash app or fincash.com on mobile or desktop browser to avail this Facility.

1. Choose Statement Type from Dashboard

a. Web Menu

Choose type of statement one need. These links are shortcuts to the respective statements and one can choose from.

b. Mobile Website / APP

Choose type of statement one need.

2. Types of Statements

Choose Type of statements from the options in menus as show in the image.

a. Consolidated Statements

These statements cover all investor holdings or transactions for a period of choice or Current or previous financial year. This statement is consolidated across all investments (With all the AMC's) related to email registered with us. if want current holdings only a summary statement will fullfill the purpose where as a detailed (with transaction in time period) can be choosen as an option for details of purchase and redemptions across all investments associated with email id registered with us. Generally password to open such statement is PAN (Permanent Account Number) Issued by income tax Department in UPPERCASE.

b. Folio Statements

These statements are statement of a given folio with respective AMC (Asset Management Company i.e. Reliance Mutual Fund). One need to choose folio from the dropdown for which a statement is required.

c. Tax Saving/ ELSS statements

These statements are all folio statements which consists ELSS / Tax Saving Scheme investments. This can be short in a click and all statements will be dispatched seperately.

After choosing desired options users need to click the button to submit the request for desired statements.