Will I be provided proper tax forms?

Yes! You’ll have the statements you need at tax time.

For your Mutual Fund (MF) investments, a capital gains statement is available for each financial year (April–March). It lists the gains or losses realized when you withdrew money from your Capitalyze® account — when you withdraw, we sell holdings in your portfolio, and if those holdings gained in value, you may owe tax on the gains.

Where tax is deducted at source (TDS) applies to your investments, a TDS certificate is issued, and the details also appear in your Form 26AS and Annual Information Statement (AIS) on the Income Tax Department’s e-filing portal. AMCs report your transaction information to the Income Tax Department, so make sure your return matches your statements.