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Welcome to www.drmymoney.com

Welcome to drmymoney

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Welcome to www.drmymoney.com. I am pleased to inform that we have now upgraded our business to next level- “ONLINE’ THROUGH OUR WEBSITE- www.drmymoney.com. We have done this to prove our commitment towards Financial Advisory with highest standards of services. - PowerPoint PPT Presentation

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Page 1: Welcome to  drmymoney

Welcome to www.drmymoney.com

Page 2: Welcome to  drmymoney

We have done this to prove our commitment towards Financial Advisory with highest standards of services.

Page 3: Welcome to  drmymoney

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

Page 4: Welcome to  drmymoney

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

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This the welcome screen of investor login

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Start your Financial Planning with drmymoney

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Enter your Profile

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Easy to understand profiling questionnaire

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Illustration of Retirement Planning questionnaire

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Illustration of kids education questionnaire

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Your risk rating along with suggested asset allocation computed

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Your Goal Tracker sheet with all your targets computed by drmymoneyYou have the facility to map your investments to your goals

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Overview of investments being viewed by the investor

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Capital summary-displaying details of all live folios/Accounts

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Investment snapshot with a facility of generating pre filled transactions slips

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Portfolio returns report folio wise

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Taxation reports with detail of short term gain and long term gain.The report can be generated for the past ten financial years.

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Search transaction facility where a particular transaction type can be searched for a specific period by the investor.

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The Investor can set customized alerts, for various events, which Come as alerts on login.

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The console below gives the facility to the Investor to set Insurance renewal and premium payment reminders.

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The console provides the facility of SIP/STP maturity and installments reminders.

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The Investor can view / edit all the Alerts.

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The Alert / reminder would be sent in the below format via E-Mail

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In My account the Investor gets to see the complete family mappedunder him, as group head.

Page 25: Welcome to  drmymoney
Page 26: Welcome to  drmymoney

DIWAKAR RAI AGARWAL   55,Gandhi Road

Dehradun 248001 Uttarakhand

Ph.- +91 0135 2653421 Mob- +919412052221

Email [email protected]