Comment on Quarterly settlement of funds & securities

Matti commented on 03 Apr 2018, 06:14 PM

Hey Darshan, when investing in mutual funds in demat mode, the folio number isn’t really relevant. You can show this gain the way you show STCG for stocks (however low it is). The reason why the investment isn’t made in the same folio is that tracking these folio numbers for all our clients is a huge operational overhead that would bog down the system.

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