Video Guide · Transactions
Redeem a fund. Gains shown first.
Redeem from the folio, with capital gains shown before you confirm.
Steps in this video
Redeeming a client’s fund from the folio, with capital gains in view.
1
Click the holding to open Folio Summary
Start from the fund the client wants to redeem.
2
Choose Redeem
The redemption options open.
3
Pick NSE or BSE and confirm
Choose the exchange for the request.
4
Choose Full or Partial redemption
Redeem the whole holding or only part of it.
5
Amount and units fill in for you
No need to work them out by hand.
6
Review capital gains, then proceed
See the tax impact before you redeem.