Annual Global Statement (AGS) – Comprehensive Financial Summary

The Annual Global Statement (AGS) is a consolidated financial summary issued by stockbrokers to clients for the financial year (April–March). It details all investment activities and transactions carried out through the broker, helping ensure regulatory compliance and financial transparency.

Purpose of the AGS Statement

Contents of the AGS

• Client Details

• Security / Commodity Description

• Exchange & Segment

• Purchase Quantity & Value

• Sale Quantity & Value

• Gross Amount
  (= Total Buy Value – Total Sale Value)

Yearly Charges Summary

• Security/Commodity Transaction Tax

• Exchange Transaction Charges

• Stamp Duty

• SEBI Charges

• Clearing Charges

• CGST / SGST

• IPFT Charges

Corporate Actions

• Bonus, Splits, Rights – shown at zero cost

• Bonus shares are calculated based on your existing P&L

• Note: If your P&L is not updated (e.g., off-market or bonus shares not recorded), AGS values may vary.
  → Please reconcile with your demat statement and contract notes.

Delivery Modes

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