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Will Zerodha send me holding statements for my investments?

Yes, we will be sending you monthly holding statements of your Demat account to your registered email address, where you can see both your equity and mutual fund holdings. We will send your holding statement at the end of every month, for your transactions(debit and credit) for that month and holdings as on the last day of the month.

Alternatively, you can register with ‘CDSL easi’ to download your holding statement also known as ‘statement of transaction’.

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

Note - The holding statements we send you and what you find on ‘CDSL easi’ is different from your ELSS statement - the ELSS statement also has the amount invested along with units and date of investment - whereas the holding statement doesn’t have the amount of money invested- only the date and the quantity.