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Portfolio Tax Tracker

  • Investment Tax Tracker is a service which is provided to all our registered HNI clients by Asit C Mehta Investment Interrmediates Ltd.
  • Investment Tax Tracker helps the investor to get date wise and scrip wise information for specific financial year about his existing holdings.
  • This report helps the client to get information on speculative, short term and long term capital gains for the selected financial year.
  • To check tax tracker, the following needs to be done at investor end: www.investmentz.com >> Client code >> Enter Password >> Select Services (Back office) >> Login >> Client Account >> Tax Tracker >> Select the financial year applied for >> Submit.
  • The Investor can subscribe to this service by completing the Tax Tracker form.

Note : Currently, this is a paid service given to our HNI clients. However, the management at its discretion can decide to waive the charges for this service or continue to charge for the same.
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