Investing and trading is a continuous process.
While the lush of green (or the shock of red) may wash through us from time to time, it is imperative that we keep a track of those in our journey of wealth creation.
Introducing All Statements.
If you want to check your P&L, you can go through your P&L statement.
If you want to check your holdings, take a look at your Holding Summary.
If you want to check the details of debits and credits, we list those in your ledger summary.
As a stockbroking platform, we are mandated to send certain statements by regulations. Some of these include Weekly Statement of Securities and the daily Contract Note and Margin Summary.
However, in our quest for transparency, we’ve enabled you to access all statements on demand.
We’ve also made it easier for you to search and access it.
Let’s take the Contract Note as an example. If you’re someone who invests or trades frequently, you might not be able to search the relevant document by parsing through your email.
On Dhan, you can quickly search and find the details from your past trade history and get the Contract Note for the relevant period.
It’s as easy as that.
You can access all statements and reports from the “My Profile” section of your Dhan app or web.
We hope we’ve been able to make your journey a little bit more organised with our statements.
For any feedback, please feel free to reach out to us at feedback@dhan.co
-Anirudha
Product @ Dhan
