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How can I check my Mutual Funds portfolio?

You can check your Mutual Funds portfolio under the Mutual Fund tab on the platform. – Dashboard.

How to check capital gains applicability on the current holdings?

Capital Gains (Long Team/ Short Term/ Speculative) can be checked as mentioned below:

Dynami:

1. Log in to your account.
2. Go to Hamburger Menu.
3. Select Reports, followed by Back Office Reports.
4. Now click on Profit and Loss Report to check applicable capital gains.

Portal:

1. Log in to your account.
2. Go to My Account and select Back Office Reports.
3. Now click on Profit and Loss Statement.

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