Before You Begin
- Your FundsIndia login credentials
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to fundsindia.com and log in to your account.
- Under the Reports section, choose the asset type (Equity, Mutual Funds, etc.).
- Select Capital Gains Statement.
- Select the financial year FY 2025-26.
- Click Submit to generate and download the report.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the FundsIndia export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.