Presentation on theme: "Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application."— Presentation transcript:
Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.
Registration for Angel clients For angel clients. Input client code & mobile or PAN no.
Registration for non Angel clients Registration for non- Angel clients. Input your mail id and other details and click on submit.
Login of Client Angel Client can login here with his client code. Non angel client should login with Id
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
PORTFOLIO EQUITY MUTUAL FUND DERIVATIVES COMMODITY CURRENCY LOAN MODEL PORTFOLIO PERFORMANCE CHART FIXED DEPOSIT INSURANCE REAL ESTATE OTHERS CASH ASSET ALLOCATION
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.
Transaction history Transactions of a co. can be viewed on clicking the quantity field
Company snapshot Click on company name to view company snapshot
Profit & Loss Select options from here to view P&L / CA etc.
Portfolio- Mutual Funds
Portfolio- Fixed Deposit
Portfolio- Real Estate
Model Portfolio Compare your model portfolio with actual portfolio from here.
Asset allocation Asset allocation of client portfolio.
RESEARCH Summary Angel research News Interactive chart Watch list Knowledge center News Flash
Angel Research Click on report type
Research- Angel Compass This is a stock screener which allows filtering of stocks based on different parameters.
Research- Interactive chart Input Co. name & select segment and click ADD button to view chart. Select month/year from the options given.
Watch List Create a Watchlist of your favourite stocks. View various details upon clicking the dropdown.
Research- Knowledge Center This page contains the FAQs on general queries.
News Flash News Flash provides live news from over 1.5 million resources
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.
Backoffice This shows the snapshot details of client portfolio. This section has the client personal details.
UTILITIES Alerts Calculators Family My profile Preferences
Utilities- Add Family Client can add his family members in his portfolio from here.
Coming Soon !! TRADE
ACCOUNTING & TAXATION Assists in filing IT returns Assists in personal accounting
Contact Us Following are our contact details: Call us at (Local Charges Apply) us at