How to Download Your Demat Holding Statement

Downloading your demat holding statement is a crucial step in staying on top of your investments. A demat account acts as the digital locker for your securities, enabling you to hold and trade stocks, bonds, mutual funds, etc. The statement offers a complete snapshot of what you own, including quantities, value, and transaction history.

Why It Matters

Your holding statement helps you:
➤ Track your complete portfolio (which shares you own and how many).
➤ Assess the current value of your holdings to monitor performance.
➤ Comply with tax and regulatory requirements by providing documented evidence of holdings and transactions.

How To Download Your Demat Holding Statement

There are two main routes:

1. Via the Depository Portals (NSDL or CDSL)

➤ Visit the NSDL or CDSL website and locate the section labelled “CAS” (Consolidated Account Statement) or “e-CAS”.
➤ Register or log in (you may need your Demat account number or PAN).
➤ Select the date range for which you want to retrieve the statement.
➤ Download the PDF and save it securely.

2. Via Your Broker/Trading Platform

➤ Log in to your broker’s portal or mobile app (e.g., when you have a trading + demat account).
➤ Navigate to sections like “Portfolio”, “Holdings”, “Account Statement”, or “Reports”.
➤ Choose the desired time period and click on “Download” or “Export” (usually in PDF).

Tips & Troubleshooting

➤ Ensure your email address and mobile number are updated with your broker or depository so you can receive OTPs and statements.
➤ If you’ve forgotten your login credentials, use the “Forgot Password” option or contact customer support.
➤ If the website or app is slow, try again later or switch devices or browsers.
➤ Download and archive your statements periodically so you have a record for tax filings and investment reviews.

Conclusion

With just a few clicks, you can access your complete investment holdings via your demat account. Whether you go via NSDL/CDSL or your broker’s platform, the process is straightforward and gives you transparency over your portfolio. Make it a habit to download the statement regularly, so you always know what you own, how it’s performing, and are ready for tax reporting.