Clarification, please....No. of comments:2 Ramesh B, Vadodara, 11864 On 15-Mar-2017

On two point, I will request valuable feedback: 1. Annual income (of IFA) certificate can be obtained from AMCs. But can we have single consolidated income certificate from any mutual fund body? It can be very useful. 2.MF cap gain annual certificate(for investors) can be obtained from AMCs. But can we have consolidated annual certificate(of all AMCs) from any MF body? It can also be very useful. Kindly advise.

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Comments Posted
ASHISH JAIPURIA ARN NO :8688 MUMBAI, 28 Mar 2017

iT IS VERY DIFFICULT TO GET Annual income (of IFA) certificate from AMCs. MOST AMCS ARE ALSO NOT GIVING COMMISSION STATEMENTS IN HARD COPY, THEY SAY WE HAVE MAILED IT TO YOU. EVEN IF THERE IS SOME DIFFERENCE IN COMMISSION PAYMENT, IT IS DIFFICULT TO GET THE SAME SORTED OUT.

srinivasan ARN NO :82204 chennai, 27 Mar 2017

Brokerage details are never shared in the common platform. This being so, it will not be possible to get the certificate. More over it is the responsibility of the brokerage paying authority to maintain their books, it is not for others!!. For getting capital gains Statement, you can generate the same from RTA website.

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