Investment Account

How do I request or download my account statement?

Steps to download:
1. Log in to Winvesta app or web portal
2. Go to Profile → Documents → Account Statements
3. Select statement type: Monthly, Quarterly, Annual, or Custom date range
4. Click 'Download'
5. Statement generated in PDF format

IA statement includes:
• All trades executed (buy/sell transactions)
• Deposits and withdrawals
• Platform fees and trading commissions
• Dividend received (if applicable)
• Portfolio holdings summary
• Opening and closing balances

Timeline: Statements generated instantly for any date range within the current financial year. For historical statements beyond one year, contact support@winvesta.in