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Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

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Presentation on theme: "Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application."— Presentation transcript:

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3 Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

4 Registration for Angel clients For angel clients. Input client code & mobile or PAN no.

5 Registration for non Angel clients Registration for non- Angel clients. Input your mail id and other details and click on submit.

6 Login of Client Angel Client can login here with his client code. Non angel client should login with Id

7 Home Page Asset allocation & equity sector allocation Latest news Shows net worth /equity worth. Graph shows last 3 months performance of holdings. Latest recommendations by Angel. Click portfolio level and select your/family portfolio. Contact us information and Chat features Sensex and Nifty Information Your Relationship Manager Name and details

8 PORTFOLIO EQUITY MUTUAL FUND DERIVATIVES COMMODITY CURRENCY LOAN MODEL PORTFOLIO PERFORMANCE CHART FIXED DEPOSIT INSURANCE REAL ESTATE OTHERS CASH ASSET ALLOCATION

9 Portfolio- Equity The dropdown box can be selected for viewing the Holdings, P&L, & their views Click on add to add scrip. Utilities- FAQs, printout, export to excel. The small icons below company name are Chart, Research, News,Corporate actions, Alert Click all transactions or off market transactions to view details. Portfolio shows Equity holdings.

10 Transaction history Transactions of a co. can be viewed on clicking the quantity field

11 Company snapshot Click on company name to view company snapshot

12 Profit & Loss Select options from here to view P&L / CA etc.

13 Portfolio- Mutual Funds

14 Portfolio- Derivatives

15 Portfolio- Commodity

16 Portfolio- Currency

17 Portfolio- Loan

18 Portfolio- Fixed Deposit

19 Portfolio- Insurance

20 Portfolio- Real Estate

21 Model Portfolio Compare your model portfolio with actual portfolio from here.

22 Asset allocation Asset allocation of client portfolio.

23 Performance chart

24 RESEARCH Summary Angel research News Interactive chart Watch list Knowledge center News Flash

25 Research Summary

26 Angel Research Click on report type

27 Research- Angel Compass This is a stock screener which allows filtering of stocks based on different parameters.

28 Research- Interactive chart Input Co. name & select segment and click ADD button to view chart. Select month/year from the options given.

29 Watch List Create a Watchlist of your favourite stocks. View various details upon clicking the dropdown.

30 Research- Knowledge Center This page contains the FAQs on general queries.

31 News Flash News Flash provides live news from over 1.5 million resources

32 ACCOUNTS Backoffice

33 About Back-office Back-office has all the relevant details of the client: It shows the transactions and snapshot of funds of the client. It shows various holdings that the client may have in his Account. For e g; security holdings, DP holdings etc. In Reports, client can view his statements, contract notes, his various transactions. Research is about the Angel research and analysis reports of companies. The other options available in back office are products and favorites.

34 Backoffice This shows the snapshot details of client portfolio. This section has the client personal details.

35 UTILITIES Alerts Calculators Family My profile Preferences

36 Utilities- Alerts

37 Utilities- Calculator

38 Utilities- Add Family Client can add his family members in his portfolio from here.

39 Coming Soon !! TRADE

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41 ACCOUNTING & TAXATION Assists in filing IT returns Assists in personal accounting

42 Contact Us Following are our contact details: Call us at (Local Charges Apply) us at

43 THANK YOU


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