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Will Zerodha send me holding statements for my investments?

Yes, we send monthly holding statements of your Demat account to your registered email address at the end of every month. It includes all your transactions(debit and credit) for that month and both your equity and mutual fund holdings as of the last day of the month.

Here is a sample holding statement for your understanding -

Alternatively, you can register with ‘CDSL easi’ to download your holding statement and transaction statement.

Click here to know how to register with ‘CDSL easi’

Note - The holding statements we send you and the one you find on ‘CDSL easi’ are different from your ELSS statement - the ELSS statement provides details in brief, the amount invested along with units and date of investment whereas the holding statement doesn’t have the amount of money invested and includes only the date and the quantity.