Registration

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

4. For angel clients. Registration for Angel clients Input client code & mobile or PAN no.

5. Registration for non Angel clients Registration for non- Angel clients. Input your mail id and other details and click on submit.

6. Angel Client can login here with his client code . Non angel client should login with email Id Login of Client

7. Home Page Shows net worth /equity worth. Click portfolio level and select your/family portfolio. Graph shows last 3 months performance of holdings. Latest recommendations by Angel. Latestnews Asset allocation & equity sector allocation Contact us information and Chat features Sensex and Nifty Information Your Relationship Manager Name and details

8. PORTFOLIO • EQUITY • MUTUAL FUND • DERIVATIVES • COMMODITY • CURRENCY • LOAN • MODEL PORTFOLIO • PERFORMANCE CHART • FIXED DEPOSIT • INSURANCE • REAL ESTATE • OTHERS • CASH • ASSET ALLOCATION

9. 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. Portfolio shows Equity holdings. Click “all transactions” or “off market transactions” to view details. The small icons below company name are Chart, Research, News ,Corporate actions, Alert

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

11. Company snapshot Click on company name to view company snapshot

12. Profit & Loss Select options from here to view P&L / CA etc.

13. Portfolio- Mutual Funds

14. Portfolio- Derivatives

15. Portfolio- Commodity

16. Portfolio- Currency

17. Portfolio- Loan

18. Portfolio- Fixed Deposit

19. Portfolio- Insurance

20. Portfolio- Real Estate

21. Model Portfolio Compare your model portfolio with actual portfolio from here.

22. Asset allocation Asset allocation of client portfolio.

23. Performance chart

24. RESEARCH • Summary • Angel research • News • Interactive chart • Watch list • Knowledge center • News Flash

25. Research Summary

26. Angel Research Click on “report type”

27. Research- Angel Compass This is a stock screener which allows filtering of stocks based on different parameters.

28. Research- Interactive chart Input Co. name & select segment and click ADD button to view chart. Select month/year from the options given.

29. Watch List View various details upon clicking the dropdown. Create a Watchlist of your favourite stocks .

30. Research- Knowledge Center This page contains the FAQ’s on general queries .

31. News Flash News Flash provides live news from over 1.5 million resources

32. ACCOUNTS • Backoffice

33. 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.

34. Backoffice This shows the snapshot details of client portfolio. This section has the client personal details.

35. UTILITIES • Alerts • Calculators • Family • My profile • Preferences

36. Utilities- Alerts

37. Utilities- Calculator

38. Utilities- Add Family Client can add his family members in his portfolio from here.

39. Coming Soon !! TRADE

40. TRADE

41. ACCOUNTING & TAXATION Assists in personal accounting Assists in filing IT returns

42. Contact Us Following are our contact details: Call us at 3355 1111 (Local Charges Apply) e-mail us at angeleye@angelbroking.com

43. THANK YOU