How do I get a tax statement for my mutual fund investments?
To get a tax statement for your mutual fund investments:
- Tap Wealth at the bottom of your PhonePe app home screen.
- Tap My Portfolio.
- Tap the My Account icon at the top of the screen.
- Tap Mutual Fund Statements.
- Tap Tax Saving (80C) Statement.
- Select the financial year.
- Tap Get Statement and you will receive the updated statement on the email ID linked with your investment account within the next 30 minutes.