When writing a request letter for a capital gain statement, it's crucial to be clear, concise, and polite. Include essential details such as your name, account or folio number, the financial year for which the statement is needed, and the purpose. Express gratitude for their assistance and provide any additional mandatory details required for issuing the statement.
Sample Letter to Request Statement for Realized Gains
To
Broker name/ Fund Name
Address
Date: DD/MM/YYYY
Subject – Request for consolidated realized gains statement
Dear Sir/ Mam
I, _________ (Name), having Account No./ Folio No. ___________ hereby request you to kindly provide me with a consolidated realized capital gain statement for Financial Year __ – ____ (Mention Financial Year).
The statement is required urgently for filing the income tax return for the said year.
Thanking You,
_________ (Name)
Provide additional details such as PAN, Mobile, etc. based on mandatory details required by the service provider for issuing the capital gains statement.
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Sandeep Bhandari