How do I get a tax statement for my mutual fund investments?

To get a tax statement for your mutual fund investments:

  1. Tap Wealth at the bottom of your PhonePe app home screen.
  2. Tap My Portfolio.
  3. Tap the My Account icon at the top of the screen.
  4. Tap Mutual Fund Statements.
  5. Tap Tax Saving (80C) Statement.
  6. Select the financial year.
  7. Tap Get Statement and you will receive the updated statement on the email ID linked with your investment account within the next 30 minutes.