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7/27/2019 Steps to WealthRays Website
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INDEXDescription Page No
Click on Numbers
Sec 1: Procedure to log in Wealthrays website 3
Sec 1.1: Forgot Password 5
Sec 1.2 Log-into WealthRays website 9
Sec 2: Main 12
Sec 2.1: Dashboard Options 12
Sec 2.2: Profile 16
Sec 3: Funds Transfer 18
Sec 3.1: Equity investment 18
Sec 3.2: Commodity investment 20
Sec 4: Subscribe service 23
Sec 4.1: Subscribed Services 23
Sec 4.2: Subscribe New Service 24
Sec 5: Payment Information 25
Sec 6: Service article 26
Sec 7: Documents 27
Sec 7.1: Upload Document 27
Sec 7.1.1 Withdrawal Request 30
Sec 7.2: Documents by WealthRays 32
Sec 7.3: Your Documents 33
Sec 8: Logout 34
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Click on Login then the below page will be displayed.
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Sec 1.1 Forgot Password:
If you have forgot your password click on forgot password.
After clicking on Forgot Password the below page will be displayed.
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Enter your User Name and Mail id then click on Submit the below page will be
displayed.
Next you will get the mail like below.
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In that mail click on Forgot Password link to get the new password.
After clicking on that link the below page will be displayed.
Enter your New Password and again enter the same Password below and click on
Submit then the below page will be displayed.
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Now you Login with your new password.
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VISIT SITE: To View home page after logging in, click Visit Site at the top left hand corner of
the page.
To come back to your page, click My profile at the top right hand side of the page.
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Section 2 : MAIN
Sec 2.1 Dashboard:
To view the Equity Ledger balance, Demat statement, Client portfolio report, click on
Madras Stock Exchange Ltd then below page will be displayed.
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To know your demat holding log into CDSL with username and password as sent by
cdslindia.com to your emailid at the time of account opening
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If you want to login NOW website click on NOW.
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After clicking NOW website page will displayed.
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Sec 2.2 Profile:
This section gives your details as provided to us at the time of account opening. You can also
view this section by clicking drop-down arrow next to your name at the right hand top corner ofthe page.
Password reset option in www.wealthrays.com:
If you want to change the password, then click on Profile on left hand side then the
below page will be displayed.
For security purpose you have to enter the Date of birth, gender and Address.
Next enter the new password and again enter the password below then click on
Update Detail then you will get the message as You have successfully uploaded a
detail.
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Sec 3: Funds Transfer
Sec 3.1 Equity Investment:
For transferring funds to equity trading account, click on equity investment then the
below page will be displayed. This can be used for derivative segment also.
Enter the amount and click on Pay Now then it will go to the corresponding bankwebsite as registered with WealthRays for Equities.
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Enter your User Name and Password as provided by your bank
Transfer funds from your registered bank account to your trading account with
WealthRays.
If you want to transfer the amount for Equity account use only Equity Investment do
not use Commodity Investment.
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Sec 3.2 Commodity Investment:
To transfer funds to commodity trading account, click on Commodity investment then
the below page will be displayed.
Enter the amount and click on Pay Now then the below page will be displayed.
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Enter your account User Name and Password for funds transfer as provided by your
bank.
Transfer funds only from your registered bank account to your trading account with
WealthRays.
If you want to transfer the amount for Commodity account use only Commodity
Investment, do not use Equity Investment.
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When you are trying to transfer the amount if your bank name is not in the Banks list
you will get error like below.
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Sec 4: Subscribe Services:
Sec 4.1: Subscribed Services
Services that you have subscribed with WealthRays will appear in Subscribed services
section.
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Sec 4.2 Subscribe New Service:
If you want to subscribe to any of our other services click on Subscribe New Service
then the below page will display
Once you subscribe for new service then it will appear in Subscribed Services section
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Sec 5: Payment Information
Once payment is made for new service, details will be listed in Payment Information.
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Sec 6: Service Article
If you have subscribed for specific service that are listed in new service section then
article about that service will be listed in Service Article.
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Sec 7: Documents:
Sec 7.1: Upload Document:
Any document that you would like to share with WealthRays, upload document section
is useful. To upload any document, click on Upload Document then the below page will
be displayed
Enter the Document name, Upload document by choosing the file from your computer
and write note for Document. Click on Update Detail then the below page will bedisplayed.
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NEFT transfer will be done at 4:30 pm from Monday to Friday.
If withdrawal request is received before 4.15 PM it will be processed on the same day.
If withdrawal request is received after 4.15 PM it will be processed on the next day.
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Sec 7.3: Your Documents:
Documents that you have uploaded will be listed in Your Documents.
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Sec 8: Logout
To log off from website click LOGOUT. You may also logout by selecting drop down
arrow next to your name at the right hand top corner of the page and click logout
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