Zerodha statements — what should I actually keep?
I’m trying to clean up my email/financial records and realized Zerodha sends/provides a LOT of different statements.
I’m aware of:
- Contract notes
- Tax P&L / Capital Gains statement
- Ledger / Funds statement
- Tradebook
- Holdings statement
- Weekly Statement of Account
- Retention Statement
- Quarterly Settlement Statement
- NSE/BSE Funds & Securities Balance Statement
- Corporate action statements/emails
For someone who is a normal long-term equity/ETF/MF investor (not doing heavy F&O trading), which of these are actually important to preserve?
Specifically:
- Which documents should I definitely keep for tax/legal purposes?
Would appreciate advice from people who have been investing for several years or have dealt with a CA/tax audit.
Trying to create a simple document-retention system rather than keeping every email Zerodha sends