Motilal Oswal: Download Holding Statement for Traders

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Maharshi Shah

Holding Statement
Motilal Oswal Trader

Motilal Oswal allows you to download your holding statement in order to understand your investment transactions. Holding Statements include the contents of an investment portfolio held by an individual or entity. Therefore, these statements include information about Mutual Fund or a Pension Fund. Portfolio holdings also include investment products like stocks, bonds and mutual funds, F&O, exchange-traded funds (ETFs), etc.

Additionally, you can download these statements from the brokerage platform. Like you download Contract Notes and Tax P&L Statements.

Invested in F&O or Intraday?
Need to file your ITR? Let us help you out
[Rated 4.8 stars by customers like you]
Invested in F&O or Intraday?
Need to file your ITR? Let us help you out
[Rated 4.8 stars by customers like you]

Steps to Download Holding Statements for Motilal Oswal Traders

  1. Visit the Motilal Oswal portal

    Log in using valid credentialsMotilal Oswal Login Page

  2. Click on the Reports

    Choose the Demat Holdings option from the dashboard.Motilal Oswal Reports Option

Once you download your statement from here, you can use it view a comprehensive list of your holdings. It can be downloaded as XML/PDF for the date range of your choice.

FAQs

Is tax audit compulsory for F&O loss?

Tax Audit is required when the turnover of a taxpayer exceeds Rs. 1 cr in a particular Financial year or if the net profit from such transactions is less than 6% / 8% of the turnover. Filing Tax Audit report is compulsory in order to file ITR. The tax Audit report can only be filed by a CA.

What is the difference between the order book and trade book?

When an order is placed in the stock market, the details of the order, quantity of the order, price of the order and its unique order number are recorded in the order book. While when an order is executed in the stock market, its execution status and trade number get recorded in the trade book.
Most of the time, orders get executed immediately, therefore, order book and trade book reflects the same.

Is Trading Turnover the same as Contract Turnover?

No. Trading Turnover is different than Contract Turnover. Contract Turnover is the sum of the purchase value and sales value. It is not considered for income tax purposes. Trading Turnover or Business Turnover is the absolute profit i.e. sum of positive and negative differences. This turnover is considered to determine the applicability of the tax audit and the applicable ITR form.

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