Zerodha tax reports

It is critical for traders and investors to file their taxes, whether they made a profit or a loss. People often think that they don’t need to file taxes if they’ve made losses, but that’s not true. We also understand that filing your taxes might seem difficult, so we have created reports on Console to […]

India's largest broker trusted by 1.5+ crore investors.
23 Jul 2024

Tagging on Console: Trading journal & tracking goals

We launched Console 2.0 earlier this year, a complete rewrite of our entire backoffice and reporting system from scratch. While many assume that generating various types of reports is simple, it isn’t, especially when dealing with huge amounts of data across millions of customers and regularly dealing with complex edge cases such as arbitrary corporate […]

Founder & CEO @ Zerodha
01 Jun 2021

How to easily file your taxes when trading at Zerodha with Quicko

It’s that time of the year when all of us have to sit down and plan our income tax returns. The last date to file your income tax returns for FY 2019-20 is December 31st, 2020, and traders need to file their Income Tax Returns (ITR) on time. Here’s why: the income tax department has […]

India's largest broker trusted by 1.5+ crore investors.
20 Nov 2020

Now gift stocks and ETFs to your friends and loved ones

Hindi: इस पोस्ट को हिंदी में पढ़ने के लिए यहाँ क्लिक करें। We all have been in situations where we’ve spent several hours searching for the right gift for an occasion. Choosing a meaningful gift is never easy. One of the things we’ve wanted to do at Zerodha for a long time was to make […]

India's largest broker trusted by 1.5+ crore investors.
14 Nov 2020

Understanding the new margin pledge system — effective Aug 1, 2020

Check this bulletin for updates The three principal objectives stated under SEBI’s preamble are: To protect the interests of investors in securities; To promote the development of the securities market; and To regulate the securities market. If you’ve been following the actions of the market regulator closely, you’ll notice a spate of regulations introduced in […]

Head of operations and compliance at Zerodha
21 Jul 2020

Referrals just got more rewarding!

When you refer a client to Zerodha, we credit you with 300 reward points for each referral. These reward points can be used to subscribe to our premium products and partner services (more here). We’ve also been following up with the exchanges to allow a percentage sharing of brokerage like we offered for referring until […]

Founder & CEO @ Zerodha
10 Jan 2020

Referrals and rewards

Hope you are enjoying the new products and features we are constantly pushing at Zerodha.  Better yet, we have several big announcements scheduled over the next few weeks. We have always taken the approach of building the best products for you and let word of mouth marketing spread the goodness. We have refused to raise […]

Founder & CEO @ Zerodha
29 May 2019

Scrip-wise charges now on Console

P&L statements typically display charges on an overall basis. So if you search between a time period, you’d see total charges across all trades in that period. Along with this, on Console, we now have scrip-wise charges. This means that you will be able to see what portion of the overall charge was due to […]

Founder & CEO @ Zerodha
24 May 2019

Tax loss harvesting opportunity – FY 18/19

Traders, If you are investing or trading, you would need to declare your profits and losses for the financial year (FY) while filing your income tax returns (ITR). All equity investments under the head of capital gains, intraday equity trading as a speculative business, and derivatives trading as non-speculative business income. Check out the Varsity […]

India's largest broker trusted by 1.5+ crore investors.
19 Mar 2019

Tax loss harvesting opportunity – FY 2017/18

Traders, Financial year (FY) 2017/18 is coming to a close on March 31st. We had a good run on the exchanges until Jan 2018, followed by the drawdown in the last two months. If you have net realized short-term capital gains this FY, and currently hold stocks which have unrealized losses – you have a tax […]

Founder & CEO @ Zerodha
27 Mar 2018

Quarterly settlement of funds & securities

Traders, We keep getting queries on quarterly settlements, hence the detailed explanation below. What is Quarterly Settlement of Funds & Securities? Back in 2009, the market regulator, SEBI, introduced the policy of Quarterly Settlement of Funds & Securities. According to the policy, brokerage firms are required to transfer back all unutilized sums of money kept […]

Financial analyst and researcher at Zerodha
18 Dec 2016

Online pledging of stocks for trading F&O

Traders, You can now pledge almost 1000 approved securities (Stocks & ETFs) to get collateral margin which can be used for trading futures and options on equity and currency. Pledging a Stock Visit the holdings page on Console and in the holdings table, hover the cursor on the stock you want to pledge and click […]

Founder & CEO @ Zerodha
31 Jan 2016