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Wealth Pro Online Product Wealth Mantra Group

Wealth Pro Online Product Wealth Mantra Group. USP - Info. New generation, easy to access client level trading application Multi-exchange and multi- currency application Real-time market data for multiple exchanges with Integrated Market Watch for multiple exchange and exchange segments

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Wealth Pro Online Product Wealth Mantra Group

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  1. Wealth Pro Online Product Wealth Mantra Group

  2. USP - Info • New generation, easy to access client level trading application • Multi-exchange and multi- currency application • Real-time market data for multiple exchanges with Integrated Market Watch for multiple exchange and exchange segments • Order entry screens for quick order entry on multiple exchanges • Provision to create multiple portfolios • Facilitates Order and Trade book functions with fully customizable views at all levels • Integrated Net Positions View with multiple filters • Supports handy backup facility for placed Orders and Trades • Ability to place any number of stocks to include in the Market Watch list • Captures customized window layouts into work-spaces • The Index View documents the indices and their movements continuously • Gets the Mark-to-Market profit and loss calculations online • Allows to print the order and trade confirmations immediately • Uses highest level of encryption with SSL and ensures secured transaction handling A Software base trading platform. Need to install on computer.

  3. Software Login After the installation a short cut create on desktop. Double click on short cut. For Windows Vista – You need to select the DIET ODIN icon and use Right click of mouse and Select RUN AS ADMINISTRATOR.

  4. Login & Password Option Open an ODIN and enter your login ID and Password. Then select OK. Password – Your password will change every 15 days. For changing your password , you need to follow below process. Password should be minimum 8 character and alphanumeric mode. Enter your existing password in PASSWORD Colum. Enter your new password which you want to use for next 15 days in NEW PASSWORD Colum. Press ok or enter button from your key board, again a new window appear in window – Confirm Password. You need RE-ENTER your NEW PASSWORD in this particular window. Press OK or Enter Button from your key board. Now your password is change.

  5. Market Watch Creation After Login you need to create portfolio or market watch to view live rates of stock. to create portfolio you need to select in MENU TOOLS  Preference. This window will appear. Enter Portfolio Name Select Exchange and Type Enter Symbol & Click on Search Select stock in EQ mode Click on ADD button then save and close. Your market watch profile is created.

  6. Market Watch Creation After creation of portfolio . Again you need to select in MENU TOOL Preferences This window will appear. Select portfolio and drag the market watch Colum and select the profile. Then apply the same & select OK.

  7. Customize You can customize your Color Lay out Font Select MENU  Customize. This window will appear.

  8. View Market Watch To view market watch select in MENU Market Or F4 shortcut key. Market Profile Name Index View

  9. Colum Profile To add/edit Colum profile. Use right Click of your mouse on Colum Profile. This window will appear Select Colum profile. You can create Column profile for ORDER, TRADE BOOK, NET POSITION & MARKET WATCH. You need to open their particular window and follow the creation process.

  10. Colum Profile – Creation Two Colum will Appear. Available Columns - Its show the total available Columns which you can use in your market watch. Selected Columns - To use in market watch need to select columns form available columns. Enter Colum profile name. Select from available columns and press ADD button. Select from Selected Columns and press REMOVE to remove from Selected Columns. To move UP/DOWN your selected Columns , select the Columns and use MOVE UP/DOWN key. Click on Save and Press OK button, your profile is created.

  11. Add. & Del. Scripts in Market Watch Open Market Watch Select Exchange NSE /BSE/FO/MCX/NCDEX Select Scripts Code / Company Name. Select Series. Press Enter Button from key board. To delete scripts from market watch. Select script and press delete button from your key board.

  12. Buy & Sell Order Select the stock from market watch. Press Buy Order – F1 ( Blue) Sell Order – F2 (Red) Form your key board. Edit your selections….. Symbol Quantity Price Margin / Delivery/PTST

  13. Order Book Order Book will show all your orders including pending cancelled & executed orders. To view your all orders. to open order book - Shortcut Key - F3 MENUE  ORDERS Order Book. This Window will appear. In this you can delete, cancel or modify your orders.

  14. Order Book – Modify & Cancel Open an order book. Select the particular stock which you want to cancel or modify. Use right click of your mouse This window will appear. Select the option. Modify Cancel In this you can modify your quantity and rate’s only.

  15. Trade Book Trade Book will show only your executed orders. To view Executed orders. To open Trade book Shortcut Key - F8 MENUE  You cant modify or cancel

  16. Net Position Net Position will show your executed orders details. To view Net position Shortcut Key - ALT+F6 MENUE  It will show, your profit & Loss, utilized amount in delivery & intraday. In this window, you can convert your intraday position into delivery or vice-versa.

  17. Position Conversion Through NET Position you can convert your intraday trades into delivery or vice-versa. Select the particular order. Use right click of your mouse. This window will appear. Select the option which you want to do.

  18. Intraday – Historic Chart You can view Intraday, Historic chart of stocks. Select the stock, use right click of your mouse. This window will appear. Select the chart type. You can view SENSEX & NIFT chart also.

  19. Stock Watch To view your holding details including their quantity current value. It show your real time valuation of your DP -holdings. This window will appear. You can view your all DP & Pool holding and trading stock detail. Its not show intraday trades.

  20. Use full Link To view your other details. MENU  Links Fund View – Ledger balance and utilize amount. Transfer Fund – Pay IN/OUT Back Office – Trading Details. DP – Holding Details IPO/MF – online Buy/Sell

  21. Fund View Select MENU  Links  Fund View A new web page will appear. You can view combine and exchange wise details. In this you can view your all fund and their utilization and blocking. Also you can download and print the details.

  22. Fund Transfer Select MENU  Links  Transfer fund. A web page will appear. To Broker Account. Transfer the fund to SEETA account. To Client Account. Transfer the fund into Client Account. Fund Report To view transferred fund details. Fund Allocation Priority Setting

  23. Fund Transfer to Trading Account Select To Broker Account Select Bank Wait till page refresh Select Exchange Wait till page refresh Enter Amount SUBMIT A new window will open which is your bank payment gateway, you need to use Bank provided Login & Password. Follow the bank process .

  24. Fund Transfer to Client Account Select To Client Account Select Exchange Enter Amount Enter Narration SUBMIT

  25. Fund Report Select Fund Report Select ALL / Date. (Enter date Range) Enter Status ( Success, Failure, All) SUBMIT Also you can print or download the report.

  26. Fund Allocation Select Fund Allocation It will show your all fund allocated details. You can also view product & Periodicity wise details. Also you withdraw & Allocated your funds.

  27. Priority Setting Select Priority Setting In this you can change your fund transfer priority. Select Move UP & Move Down. SUMBIT

  28. Back Office – Trading Details. Select MENU  Links  Back Office. A new web page will appear. To collect login & Password contact customer care. 0522-4051800/805 Back office will show your last 15 days trading details.

  29. DP Back Office – Holding Details Select MENU  Links  DP A new web page will appear. Login & Password Required. To collect login & Password contact customer care. 0522-4051800/805

  30. MF & IPO Select MENU  Links  MF & IPO A new web page will appear. Login & Password Required. To collect login & Password contact customer care. 0522-4051800/805

  31. Log off To exit from software Go Menu  Log off It will ask for saving market watch. Always use YES. Your previous setting will save.

  32. Thanks Wealth Pro Online Product Wealth Mantra Group

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