{"id":18287,"date":"2026-09-02T14:55:31","date_gmt":"2026-09-02T09:25:31","guid":{"rendered":"https:\/\/www.tickertape.in\/blog\/?p=18287"},"modified":"2026-09-02T17:27:38","modified_gmt":"2026-09-02T11:57:38","slug":"kotak-neo-demat-holding-statement-download","status":"publish","type":"post","link":"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/","title":{"rendered":"How to Download Your Kotak Neo Demat Holding Statement (Web)?"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_66_1 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#What-Is-a-Demat-Holding-Statement\" title=\"What Is a Demat Holding Statement?\">What Is a Demat Holding Statement?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#Why-You-Need-Your-Kotak-Neo-Holding-Statement\" title=\"Why You Need Your Kotak Neo Holding Statement\">Why You Need Your Kotak Neo Holding Statement<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#Tracking-your-portfolio\" title=\"Tracking your portfolio\">Tracking your portfolio<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#Filing-your-ITR-calculating-capital-gains\" title=\"Filing your ITR \/ calculating capital gains\">Filing your ITR \/ calculating capital gains<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#How-to-Download-Your-Holding-Statement-on-Kotak-Neo-Web\" title=\"How to Download Your Holding Statement on Kotak Neo Web?\">How to Download Your Holding Statement on Kotak Neo Web?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#Step-1\" title=\"Step 1: \">Step 1: <\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#Step-2\" title=\"Step 2: \">Step 2: <\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#Step-3\" title=\"Step 3: \">Step 3: <\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#Step-4\" title=\"Step 4: \">Step 4: <\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#FAQs\" title=\"FAQs\">FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#1-Whats-the-difference-between-DPDemat-holdings-and-a-capital-gains-report-on-Kotak-Neo\" title=\"1. What&#8217;s the difference between DP\/Demat holdings and a capital gains report on Kotak Neo?\">1. What&#8217;s the difference between DP\/Demat holdings and a capital gains report on Kotak Neo?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#2-Can-I-view-my-Kotak-Neo-demat-holdings-from-the-mobile-app-or-only-on-the-web\" title=\"2. Can I view my Kotak Neo demat holdings from the mobile app, or only on the web?\">2. Can I view my Kotak Neo demat holdings from the mobile app, or only on the web?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#3-In-what-format-can-I-download-my-Kotak-Neo-holding-statement\" title=\"3. In what format can I download my Kotak Neo holding statement?\">3. In what format can I download my Kotak Neo holding statement?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#4-Is-the-DPDemat-holdings-report-the-same-as-my-trading-account-portfolio\" title=\"4. Is the DP\/Demat holdings report the same as my trading account portfolio?\">4. Is the DP\/Demat holdings report the same as my trading account portfolio?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#5-Can-I-use-my-Kotak-Neo-holding-statement-for-tax-filing-or-capital-gains-calculation\" title=\"5. Can I use my Kotak Neo holding statement for tax filing or capital gains calculation?\">5. Can I use my Kotak Neo holding statement for tax filing or capital gains calculation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.tickertape.in\/blog\/kotak-neo-demat-holding-statement-download\/#6-Where-else-can-I-access-account-statements-on-Kotak-Neo-besides-DPDemat-holdings\" title=\"6. Where else can I access account statements on Kotak Neo besides DP\/Demat holdings?\">6. Where else can I access account statements on Kotak Neo besides DP\/Demat holdings?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What-Is-a-Demat-Holding-Statement\"><\/span>What Is a Demat Holding Statement?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>It&#8217;s an official, date-stamped record of every security in your demat account. If you&#8217;re new to the term, see <a href=\"about:blank\">our full breakdown of what a demat holding statement is and why it matters<\/a> \u2014 here, we&#8217;ll focus on exactly how to pull it on Kotak Neo.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why-You-Need-Your-Kotak-Neo-Holding-Statement\"><\/span>Why You Need Your Kotak Neo Holding Statement<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tracking-your-portfolio\"><\/span>Tracking your portfolio<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Kotak Neo&#8217;s DP\/Demat Holdings sits inside a broader Reports &amp; Statements panel, separate from your live trading portfolio view \u2014 so it&#8217;s the one to check when you want an official record of what&#8217;s actually sitting in your linked demat account, rather than your real-time positions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Filing-your-ITR-calculating-capital-gains\"><\/span>Filing your ITR \/ calculating capital gains<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>This is where Kotak Neo stands out from most brokers: the same Reports &amp; Statements panel gives you a purpose-built <strong>Capital Gains Report (tax filing)<\/strong> \u2014 a quarter-wise summary made specifically for ITR \u2014 plus a <strong>Realised Gain &amp; Loss Statement<\/strong> for date-wise realised P&amp;L across <a href=\"https:\/\/www.tickertape.in\/blog\/what-is-equity\/\">equity<\/a>, derivatives, currency, and <a href=\"https:\/\/www.tickertape.in\/blog\/mutual-funds\/\">mutual funds<\/a>. You don&#8217;t need to reconstruct these numbers from your holdings statement yourself; pull the dedicated report instead.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-to-Download-Your-Holding-Statement-on-Kotak-Neo-Web\"><\/span>How to Download Your Holding Statement on Kotak Neo Web?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-1\"><\/span><strong>Step 1: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Log in<\/strong>: Go to the Kotak Neo web trading portal at <a href=\"https:\/\/ntrade.kotakneo.com\" rel=\"nofollow noopener\" target=\"_blank\">ntrade.kotakneo.com<\/a> and log in with your credentials.<\/p>\n\n\n\n<p><em>Log in to ntrade.kotakneo.com using your mobile number or PAN.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"445\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-7-1024x445.png?wsr\" alt=\"\" class=\"wp-image-18290\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-7-1024x445.png 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-7-300x130.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-7-1536x668.png 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-7-1170x508.png 1170w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-7-150x65.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-2\"><\/span><strong>Step 2: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Click your Profile icon<\/strong>: Once logged in, go to the <strong>Profile icon<\/strong>, then choose <strong>Reports<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-3\"><\/span><strong>Step 3: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Select DP\/Demat Holdings<\/strong>: In the Reports &amp; Statements panel that opens, click <strong>DP\/Demat Holdings<\/strong> \u2014 the statement of all stocks present in your demat account linked to your <a href=\"https:\/\/www.tickertape.in\/blog\/what-is-a-trading-account\/\">trading account<\/a>.<\/p>\n\n\n\n<p><em>Select &#8220;DP\/Demat Holdings&#8221; from the Reports &amp; Statements panel.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"672\" height=\"918\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-6.png?wsr\" alt=\"\" class=\"wp-image-18289\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-6.png 672w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-6-220x300.png 220w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/image-6-150x205.png 150w\" sizes=\"(max-width: 672px) 100vw, 672px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-4\"><\/span><strong>Step 4: <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Download<\/strong>: Click the <strong>Excel\/PDF download icon<\/strong> to download the statement directly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"FAQs\"><\/span>FAQs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n<div id=\"rank-math-faq\" class=\"rank-math-block\">\n<div class=\"rank-math-list \">\n<div id=\"faq-question-1788340184825\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"1-Whats-the-difference-between-DPDemat-holdings-and-a-capital-gains-report-on-Kotak-Neo\"><\/span>1. <strong>What&#8217;s the difference between DP\/Demat holdings and a capital gains report on Kotak Neo?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>DP\/Demat holdings shows a snapshot of what you currently hold in your demat account. The capital gains report is a separate, quarter-wise summary built specifically for tax filing, calculating your realised gains and losses.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788340248296\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"2-Can-I-view-my-Kotak-Neo-demat-holdings-from-the-mobile-app-or-only-on-the-web\"><\/span>2. <strong>Can I view my Kotak Neo demat holdings from the mobile app, or only on the web?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Both. From the app&#8217;s profile section or the Portfolio \u2192 Investments tab, tapping DP\/Demat Holdings redirects you to the same holdings view on the Kotak Neo web platform.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788340278972\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"3-In-what-format-can-I-download-my-Kotak-Neo-holding-statement\"><\/span>3. <strong>In what format can I download my Kotak Neo holding statement?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>You can download it directly as a PDF or Excel file using the download icon on the DP\/Demat Holdings page.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788340303069\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"4-Is-the-DPDemat-holdings-report-the-same-as-my-trading-account-portfolio\"><\/span>4. <strong>Is the DP\/Demat holdings report the same as my trading account portfolio?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Not exactly \u2014 your trading portfolio view reflects live positions and valuations, while the DP\/Demat holdings statement is an official record of the stocks and mutual fund units held in your linked demat account as of a given date.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788340987810\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"5-Can-I-use-my-Kotak-Neo-holding-statement-for-tax-filing-or-capital-gains-calculation\"><\/span>5. <strong>Can I use my Kotak Neo holding statement for tax filing or capital gains calculation?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>You can, but Kotak Neo&#8217;s dedicated Capital Gains Report (tax filing) and Realised Gain &amp; Loss Statement \u2014 both in the same Reports &amp; Statements panel \u2014 are built specifically for this and are more directly usable for ITR filing than the holdings statement alone.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1788341014459\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"6-Where-else-can-I-access-account-statements-on-Kotak-Neo-besides-DPDemat-holdings\"><\/span>6. <strong>Where else can I access account statements on Kotak Neo besides DP\/Demat holdings?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>The same Reports &amp; Statements panel also has Account Statements on Email (contract notes, P&amp;L, capital gains), Cash Ledger, Realised Gain &amp; Loss Statement, and DP Transactions Report.<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Learn how to download your Kotak Neo demat holding statement on ntrade.kotakneo.com \u2014 login, open Reports, and download as PDF or Excel.<\/p>\n","protected":false},"author":161,"featured_media":18295,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[1],"tags":[],"acf":[],"modified_by":"Aishika Banerjee","jetpack_featured_media_url":"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/09\/Kptsk-Bsnk-Holdings-Download.jpg?wsr","_links":{"self":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/18287"}],"collection":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/users\/161"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/comments?post=18287"}],"version-history":[{"count":7,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/18287\/revisions"}],"predecessor-version":[{"id":18332,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/18287\/revisions\/18332"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/media\/18295"}],"wp:attachment":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/media?parent=18287"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/categories?post=18287"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/tags?post=18287"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}