Under RGESS (Rajiv Gandhi Equity Savings Scheme), you'll generally be intimated about your portfolio value by your Depository Participant (DP) or the brokerage firm through which you made your investments. This information is typically provided through monthly statements or online portals, and you may also receive notifications of portfolio value changes.
Monthly Statements: DPs are required to provide monthly statements to their clients, which will include the current value of their RGESS portfolio.
Online Portals: Many DPs and brokerages offer online portals where you can log in and view your RGESS portfolio value in real-time.
Notifications: Some DPs and brokerages may also send notifications (e.g., email or SMS) when there are significant changes in your portfolio value.
Important Considerations:
Fixed Lock-in Period: Under RGESS, there's a fixed lock-in period of one year on investments. During this period, you cannot withdraw or transfer the investments.
Deduction Limit: The tax deduction under RGESS is limited to 50% of your investment, up to a maximum of Rs 50,000 per financial year.
"New Retail Investor" Requirement: To be eligible for RGESS, you must be a "new retail investor," meaning you haven't held a Demat account or traded in equities or derivatives before.



India
NRI


