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How to Download Holdings Report from Zerodha

Step 1: Open Zerodha Console – Click on the below link Link to open – https://console.zerodha.com/  Step 2: In Menu Click on Portfolio -> Holdings Step 3: Select Date as on the last date of the financial year –      For example for the financial year 2024-2025, last date is i.e, 31-Mar-2025 Step 4: Click on […]

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The Importance of Net Worth Computation: Are You Financially Aware?

Managing personal finances can sometimes feel overwhelming, but knowing your net worth is a critical first step toward gaining control over your financial future. Your net worth is essentially a snapshot of your financial health at a given point in time. It’s the difference between what you own (assets) and what you owe (liabilities). Many

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Case Study: Hiring a digital accountant benefits business

Certainly! Let’s explore a real-world case study where a business reaped significant benefits from hiring a digital accountant: Case Study: DNA Accountants Embracing Digitalization Firm Name: DNA Accountants Director: Gillian French Background and Challenges: Context: The pandemic-induced uncertainty and England’s lockdown prompted the need for agile financial management. Client Queries: Clients sought answers on cash flow

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