Account statements
Portfolio holding statement
It is a summary of your portfolio holding statement on a given date. You can request an email in PDF or xls format for your records on your registered email address.
Transaction statement
It’s basically a summary of all your successful transactions for a given time chosen by you. These include investment, redemption and subscription(s).
Realised gain statement
Realised gain statement is basically a summary of total net gains and losses after you sell your investment. This gain and loss term will be either long term or short term depending upon the what time you hold for and for what amount of period.
Investment Insights
It basically provides you the insights on your mutual fund’s investment depending upon the schemes, categories and asset class you are invested in.
Tax statement
It is basically a list or summary of all the investments made in the ELSS during a financial year. This statement can be used as an investment proof for income tax filing which is exempted under the section 80C of Income tax 1961.
My question is not listed here
Call: +91-8956158600 or Drop an email: [email protected]
Discrepancy in my statement
In case, if you ever received any discrepancy statement, then please share the description about the discrepancy along with the statement type, folio number and transaction id for such statement to our respective customer care.
Request for statement but to receive it.
In such cases, check your spam folder; we have a general procedure of sending the statement instantly. If even after 24 hours, the user cannot receive the statement, get in touch with the customer service.
Unable to request for a statement.
There might be an issue related to the internet so kindly check your internet connectivity. If the issue still persists then connect with customer care.
My question is not listed here.
Call: +91-8956158600 or Drop an email: [email protected]
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Estee Financial Services Pvt. Ltd. (hereinafter referred to as “EFSPL”) Formerly Estee Commodities Pvt. Ltd ( hereinafter referred to as “ECPL”), 7th Floor, Block 1, Vatika Business Park, Sohna Road, Sector 49, Gurugram, Haryana 122001.
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Registration Detail
Estee Advisors Pvt Limited (hereinafter referred to as “EAPL”) is registered with the Securities and Exchange Board of India as Stock Broker with registration number INZ000170130 and registered with BSE Star with code 24408 for mutual fund transaction facility. EFSPL and EAPL are group companies and EAPL is authorized to provide its services to the Users on the Gulaq website/app under a Sub-distribution agreement with EFSPL.
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Mutual fund investments are subject to market risks, read all scheme documents carefully.