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We have done this to prove our commitment towards Financial Advisory with highest standards of services.
You can now visit us anytime at the website- 24x 7- this means we are now open 24x7
You can now view and analyze your portfolio valuation, portfolio returns, Taxation sheet, etc, and can discuss your portfolio with us at your ease
You can read our Tips, Research and News letter in your Log-in panel
You can now see alerts and reminders for your FD maturity, premium payments etc
You can print your redemption slip, purchase slip etc at a click
You can even invest in any of the existing folios- with your Debit card or Internet Banking
You can create and watch all your Financial Goals
Believe me, it’s going to make your investment much more easy and powerful! Summing up – now you can PLAN, INVEST & TRACK all at one place and in just one click !
LOG ON TO www.drmymoney.com today and make your world profitable and wealthy!
We have E Mailed your user ID and Password for log-in on to the panel- however, you can call us anytime for getting your Log-in details
At- +91 9412052221
This the welcome screen of investor login
Start your Financial Planning with drmymoney
Enter your Profile
Easy to understand profiling questionnaire
Illustration of Retirement Planning questionnaire
Illustration of kids education questionnaire
Your risk rating along with suggested asset allocation computed
Your Goal Tracker sheet with all your targets computed by drmymoneyYou have the facility to map your investments to your goals
Overview of investments being viewed by the investor
Capital summary-displaying details of all live folios/Accounts
Investment snapshot with a facility of generating pre filled transactions slips
Portfolio returns report folio wise
Taxation reports with detail of short term gain and long term gain.The report can be generated for the past ten financial years.
Search transaction facility where a particular transaction type can be searched for a specific period by the investor.
The Investor can set customized alerts, for various events, which Come as alerts on login.
The console below gives the facility to the Investor to set Insurance renewal and premium payment reminders.
The console provides the facility of SIP/STP maturity and installments reminders.
The Investor can view / edit all the Alerts.
The Alert / reminder would be sent in the below format via E-Mail
In My account the Investor gets to see the complete family mappedunder him, as group head.
DIWAKAR RAI AGARWAL 55,Gandhi Road
Dehradun 248001 Uttarakhand
Ph.- +91 0135 2653421 Mob- +919412052221
Email [email protected]
