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Welcome to drmymoney

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.

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Welcome to drmymoney

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  1. Welcome to www.drmymoney.com

  2. 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.

  3. How our WEBSITewww.drmymoney.com will help you ? • 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

  4. Continue… • 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

  5. This the welcome screen of investor login

  6. Start your Financial Planning with drmymoney

  7. Enter your Profile

  8. Easy to understand profiling questionnaire

  9. Illustration of Retirement Planning questionnaire

  10. Illustration of kids education questionnaire

  11. Your risk rating along with suggested asset allocation computed

  12. Your Goal Tracker sheet with all your targets computed by drmymoney You have the facility to map your investments to your goals

  13. Overview of investments being viewed by the investor

  14. Capital summary-displaying details of all live folios/Accounts

  15. Investment snapshot with a facility of generating pre filled transactions slips

  16. Portfolio returns report folio wise

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

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

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

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

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

  22. The Investor can view / edit all the Alerts.

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

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

  25. I can add my all asset class products in myself..

  26. CONTACT: DIWAKAR RAI AGARWAL 55,Gandhi Road Dehradun 248001 Uttarakhand Ph.- +91 0135 2653421 Mob- +919412052221 Email diwakar30362@gmail.com

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