Have brokers begun to send out AGTS (Annual Global Transaction Statement) for 2024-2025?

Have any stockbrokers started sending the AGTS to clients. What is the typical turnaround time it takes to receive these statements by email after tax year close ?

Any inputs to share.

3 Likes

Groww usually sends out in first half of May.
Dhan starts in last week of April till mid of May.
Ventura Securities starts in May.
Fyers has started sending agts mails. I received just now.

1 Like

We most likely will do by end of April or first week of May. Same as last year.

1 Like

Hi @PravinJ

Why would we receive 2 AGTS reports?

1st report I received today is from April to June and as mentioned on mail body, another AGTS report will be sent from July to March.

I received AGTS from Fyers last week which was complete FY report in one mail and 1 PDF.

Also last year, we received single report for full FY in single PDF mail.

Can anyone confirm if it includes correct buy price for the IPO allotted stocks?

Hi @Pradumya, We’ve recently upgraded our back-office system in July 2024. As a result, the AGTS reports are now being shared in two parts — one from April to June, and the second from July to March. This is why you received the reports in separate communications this year.

If you prefer a consolidated report for the full financial year, you can easily generate it via Dhan Journal. To do this:

  1. Log in to Dhan Web
  2. Go to My Profile
  3. Select Dhan Journal > Tax Report
  4. Choose FY 2024–25
  5. Click on Email Me
1 Like

(post deleted by author)

That’s awesome. I will check mine.

1 Like