Portfolio Tracker A one stop destination for tracking all your investment.

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Presentation transcript:

Portfolio Tracker A one stop destination for tracking all your investment.

Table of Contents  Login Login  First time Login (OTP) First time Login (OTP)  My Portfolio My Portfolio  Portfolio Analysis – (i) Portfolio Analysis – (i)  Portfolio Analysis – (ii) Portfolio Analysis – (ii)  Portfolio Analysis – (iii) Portfolio Analysis – (iii)  Portfolio Analysis – (iv) Portfolio Analysis – (iv)  Performance Performance  Password Change Password Change BMA Wealth Creators Ltd. 2

Login Please enter the following url: Click on Client Login button Enter your Login ID and in box of password (First time user) enter your PAN card Number. Please press Login button after entering credentials. BMA Wealth Creators Ltd. 3

First time Login (OTP) BMA Wealth Creators Ltd. 4 Client Name Enter OTP(one time password) send to you via to your registered -id. Enter your desired new password and reenter to confirm the new password. Enter the captcha code as given in the right side Click on the save button after entering the details

My Portfolio BMA Wealth Creators Ltd. 5 Index Value This table shows your asset class such as (Stock, Futures, etc.) with respect to cost value Day’s Gain/Loss, Unrealized gains, Market values etc.

Portfolio Analysis – (i) BMA Wealth Creators Ltd. 6 Click on Analysis button for portfolio analysis with respect to your holding Graphical representation of your portfolio summary and equity holding

Portfolio Analysis – (ii) BMA Wealth Creators Ltd. 7 If you scroll down the portfolio analysis window you will find sector wise stock holding analysis such as Equity Sector Allocation, Mutual Fund Holdings, Mutual Fund Category wise allocation

Portfolio Analysis – (iii) BMA Wealth Creators Ltd. 8 Further scroll down the portfolio analysis window you will find sector wise stock holding analysis such as Commodity Holdings, Currency Futures Holdings, and Currency options Holdings

Portfolio Analysis – (iv) BMA Wealth Creators Ltd. 9 Further scroll down the portfolio analysis window you will find sector wise stock holding analysis such as Mutual Fund Category wise allocation, Futures Holding, Options Holding.

Performance BMA Wealth Creators Ltd. 10 Client Name Stock Name Click on Performance button to reach this page This table gives you 1 Week, 1 Month, 3 Month, 6 Month, 1 Year, 3 year and 5 Year return based on your current Securities holding

Password Change BMA Wealth Creators Ltd. 11 Client Name Click on Change Password to change password

The End BMA Wealth Creators Ltd. 12