Welcome to

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

 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

 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 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

This the welcome screen of investor login

Start your Financial Planning with drmymoney

Enter your Profile

Easy to understand profiling questionnaire

Illustration of Retirement Planning questionnaire

Illustration of kids education questionnaire

Your risk rating along with suggested asset allocation computed

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

Overview of investments being viewed by the investor

Capital summary-displaying details of all live folios/Accounts

Investment snapshot with a facility of generating pre filled transactions slips

Portfolio returns report folio wise

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

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

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

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

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

The Investor can view / edit all the Alerts.

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

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

DIWAKAR RAI AGARWAL 55,Gandhi Road Dehradun Uttarakhand Ph Mob