Query on shifting shares from ICICI Direct to Zerodha

General
1

If I move my holdings from ICICI Direct to Zerodha, how are below handled ?

  1. Short term Capital gain calculations
  2. P&L

Thanks,
Neo

1 Like
2

Is P&L and other reports in Q are correct ? I have had some incorrect values sometime back and have to check again. Anyone else had similar experience ?

3

bro, if both the demat are with one PAN card, it will not affect taxation
taxation will be same as it would be if shares remain in same demat

4

I assume what his question means is how will Zerodha show the P&L and STCG calculations for transferred shares.

If this is the question then you have to enter your purchase price, date and quantity of the transferred stocks under Add/Edit discrepant qty in Q holdings once the stocks reflect there. This will update your holdings P&L and also your P&L statement.

5

Yes you are right, thanks for the clarification :slight_smile:

6

write a mail to [email protected] & also let us know the answer.