Dear sir, Same purchase of mutual fund (more than 10 lakh) showing by AMC in SFT of 1st holder as well as 2nd holder PAN . What is to be done. Pl advise. regards.
Replies (6)
Quick Summary
A user is experiencing an issue where the same mutual fund purchase is appearing under both the first and second holder's PAN in their AIS (Annual Information Statement). They are seeking advice on how to rectify this, as it also happened last year. Other users have confirmed similar experiences with joint purchases and suggested filing feedback in AIS as the only recourse, even though it doesn't change the system's reflection.
Even in my case sale of property jointly/ FD purchases in joint names....reflected in all joint holders ac with full amounts same was case in last yr also last year....I did not give feed back on said as feed back has no option for above issue however I checked with respective banks....they said it will reflect on each holders name....system generated so....sir....even I am confused on this