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

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

Page 1: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.
Page 2: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.
Page 3: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Registration

Register in angel eye from here.

Angel & non-Angel clients can register and benefit from the application.

Page 4: 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.

Page 5: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Registration for non Angel clients

Registration for non- Angel clients.

Input your mail id and other details and click on submit.

Page 6: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Login of Client

Angel Client can login here with his client code .

Non angel client should login with email Id

Page 7: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

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 featuresSensex and Nifty

InformationYour Relationship Manager

Name and details

Page 8: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

PORTFOLIO

EQUITY MUTUAL FUND DERIVATIVES COMMODITY CURRENCY LOAN MODEL PORTFOLIO PERFORMANCE CHART

FIXED DEPOSIT INSURANCE REAL ESTATE OTHERS CASH ASSET ALLOCATION

Page 9: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Equity The dropdown box can be selected for viewing the Holdings, P&L, & their views

Click on “add” to add scrip.

Utilities- FAQ’s, 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.

Page 10: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Transaction history

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

Page 11: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Company snapshot

Click on company name to view company snapshot

Page 12: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Profit & LossSelect options from here to view P&L / CA etc.

Page 13: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Mutual Funds

Page 14: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Derivatives

Page 15: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Commodity

Page 16: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Currency

Page 17: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Loan

Page 18: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Fixed Deposit

Page 19: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Insurance

Page 20: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Portfolio- Real Estate

Page 21: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Model Portfolio

Compare your model portfolio with actual portfolio from here.

Page 22: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Asset allocation

Asset allocation of client portfolio.

Page 23: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Performance chart

Page 24: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

RESEARCH

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

Page 25: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Research Summary

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Angel Research

Click on “report type”

Page 27: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Research- Angel Compass

This is a stock screener which allows filtering of stocks based on different parameters.

Page 28: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Research- Interactive chart

Input Co. name & select segment and click ADD button to view chart.

Select month/year from the options given.

Page 29: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Watch List

Create a Watchlist of your favourite stocks .

View various details upon clicking the dropdown.

Page 30: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Research- Knowledge Center

This page contains the FAQ’s on general queries .

Page 31: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

News Flash

News Flash provides live news from over 1.5 million resources

Page 32: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

ACCOUNTS

Backoffice

Page 33: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

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.

Page 34: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Backoffice This shows the snapshot details of client portfolio.

This section has the client personal details.

Page 35: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

UTILITIES

Alerts Calculators Family My profile Preferences

Page 36: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Utilities- Alerts

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Utilities- Calculator

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Utilities- Add Family

Client can add his family members in his portfolio from here.

Page 39: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Coming Soon !!

TRADE

Page 40: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

TRADE

Page 41: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

ACCOUNTING & TAXATION

Assists in filing IT returns

Assists in personal accounting

Page 42: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

Contact Us

Following are our contact details:

Call us at 3355 1111 (Local Charges Apply)

e-mail us at [email protected]

Page 43: Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.

THANK YOU