https://v2.webnotes.in/tags/prior-fy-statement/Recent content in Prior FY Statement on WebNotesHugoen-INTue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-get-mf-folio-statement-pre-fy/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-get-mf-folio-statement-pre-fy/<p><strong>Prior FY statements</strong> are accessible via online archives (5-10 years) or AMC archive requests (older). Useful for tax filing, audit, or historical reconciliation.</p> <p><strong>Conflict-of-interest disclosure.</strong> This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned.</p> <aside class="callout callout--note" role="note"> <strong class="callout__label">Prerequisites</strong> <div class="callout__body"><ul> <li>AMC / RTA portal access.</li> <li>Folio identification.</li> <li>Specific FY.</li> </ul> </div> </aside> <h2 id="step-by-step-procedure">Step-by-step procedure</h2> <p>See the procedure infobox above.</p> <aside class="callout callout--warn" role="note"> <strong class="callout__label">What can go wrong</strong> <div class="callout__body"><ul> <li><strong>Older than archive retention</strong>: 8-15 years typical maximum.</li> <li><strong>AMC merger / acquisition</strong>: Records at successor AMC.</li> </ul> </div> </aside> <h2 id="see-also">See also</h2> <ul> <li><a href="https://v2.webnotes.in/how-to-download-mf-soa/">How to download MF SoA</a> </li> <li><a href="https://v2.webnotes.in/how-to-download-mf-tax-statement/">How to download MF tax statement</a> </li> <li><a href="https://v2.webnotes.in/how-to-retrieve-transaction-history-mf/">How to retrieve transaction history MF</a> </li> <li><a href="https://v2.webnotes.in/how-to-generate-cas-mf/">How to generate CAS (MF)</a> </li> <li><a href="https://v2.webnotes.in/how-to-handle-soa-error-mf/">How to handle SoA error MF</a> </li> <li><a href="https://v2.webnotes.in/how-to-replace-lost-soa/">How to replace lost SoA</a> </li> <li><a href="https://v2.webnotes.in/how-to-get-soa-physical-copy/">How to get SoA physical copy</a> </li> <li><a href="https://v2.webnotes.in/how-to-trace-folios-mitra/">How to retrieve forgotten MF folios</a> </li> <li><a href="https://v2.webnotes.in/how-to-validate-folio-mitra/">How to validate folio MITRA</a> </li> <li><a href="https://v2.webnotes.in/statement-of-account-mf/">Statement of Account (MF)</a> </li> <li><a href="https://v2.webnotes.in/folio-number-mf/">Folio number (MF)</a> </li> <li><a href="https://v2.webnotes.in/capital-gains-statement-mf/">Capital gains statement (MF)</a> </li> <li><a href="https://v2.webnotes.in/mutual-funds-india/">Mutual funds in India</a> </li> <li><a href="https://v2.webnotes.in/amfi-association-of-mutual-funds/">AMFI</a> </li> <li><a href="https://v2.webnotes.in/sebi/">SEBI</a> </li> </ul> <h2 id="external-references">External references</h2> <ul> <li><a href="https://www.sebi.gov.in/">SEBI</a> </li> <li><a href="https://www.amfiindia.com/">AMFI India</a> </li> </ul> <h2 id="references">References</h2> <ol> <li>SEBI (Mutual Funds) Regulations, 1996.</li> <li>AMFI Best Practice Guidelines on records retention.</li> </ol>