Thursday, April 1, 2010

Angel Backoffice Guide

1 | Angel Broking Limited
User Friendly Angel Back-Office guide
Password reset process for Clients:
New password has been sent on your registered mobile number or your registered email address.
Further to this, we are pleased to inform you that we have launch the Automated Back-Office
Password Management module where you can reset your password if you have forgotten it, lost it
or wish to change it.
The same can be enrolled by visiting the Angel Back office portal → clicking on Angel Broking Ltd.
→ input user name and password → answer three secret questions.
Once you have logged in the password management system, you can reset password by following
the steps mentioned below:
1. Click on www.angelbrokingcom
2. Step 2. Click on Client Back Office
3. Step 3. Click on Angel Broking ltd
4. Click on Forgot Password.
5. Input Client Code and PAN Number.
6. Answer any two secret questions and click submit.
7. Automated password is sent to the Client’s registered Email and mobile.
2 | Angel Broking Limited
A brief description for viewing Angel Back Office software.
Features:
• 24X7 Back Office software access.
• User Friendly software.
• State of the Art Back Office software system.
Step 1. Log into www.angelbrokingcom
Step 2. Click on Client Back Office
Step 3. Click on Angel Broking ltd
Step 4. Enter User name & Password.
Funds Options:
• Pay-in & Pay-out: To mark Pay-in and Pay-out (HDFC & ICICI) of Funds online.
Holding Option:
• Open Position Option: To view open positions as on previous day in F&O, MCX and
NCDEX.
3 | Angel Broking Limited
• Securities Holdings: To view the details of BSE/NSE total securities lying in Angel Pool A/c
as well as DP account. Also to view open settlement deliveries and holdings in DP account
with Angel.
• Securities Payout: To view the details of BSE/NSE Holdings available for Payout Marking.
Others:
• Client details: To view general details e.g. Correspondence address, pan number, bank
details, etc.
• Last Auction: To view last auction in your account.
• DP Tran (last 10): To view last 10 transactions in your DP A/c with Angel.
Mutual Fund: To view Mutual Fund details.
Margin Funding: To view list of approved scrips (NBFC) with funding percentage and scrip wise
margin fund calculator.
E-Contracts: Click on E-signer, to view the soft copy of all contract notes. The User Name will be
your Client code and password will be 10 digit PAN card no. in capital letters. Contract notes will
be available only to Clients who are registered for ECN.
Back Office Option: Mentioned below are Back Office Details.
SHARE REPORTS
Share Accounting:
• BSE_New Basic Report
• Delivery_Reports
• Display
• NSE_New Basic Reports
Click on BSE_New Basic Reports: It will provide the following details:
Client position: To view sauda summary report, P&L & global report of BSE.
Levies Report: To view levies report of BSE.
Turnover Brokerage: To view total turnover and brokerage details.
4 | Angel Broking Limited
Click on Delivery Report > BSE Delivery Reports > NSE Delivery Reports.
Under BSE Delivery Reports: It will provide the following details:
Client wise reports- All Client List: To view all the scrips traded on a particular settlement no.
Client wise reports- Any Client: To view list of scrips traded on that particular settlement no.
Client wise reports- All Settlement: To view all scrips which have dealt through Angel in BSE/ NSE
segment till date.
Scrip wise reports- Any scrip: To view the details of the scrip traded on a particular settlement
number.
Shortage reports: To view shares given (in pay-in) / received (in pay-out).
Position Report: It will provide the following details:
Client wise position: To view Client wise delivery position report.
Scrip wise position: To view show scrip wise delivery position report.
ISIN search: To find ISIN no.
Step 1. Enter scrip code, ISIN no will be furnished.
Client ID searches: To find DP (Depository Participant) id.
Step 1. Enter party code to acquire the DP id details OR
Enter DP id to acquire party code details.
Statements: It will provide the following details.
Holding statement details (Pool Holding details): This link provides information related to pool
holding.
Pay in Reconciliation: To view the shortage report.
Payout of Shares: To mark a payout of shares from pool account to demat account.
Branch Wise Reports: It will provide the following details.
• Deliver to Branch : To view the scrip which has to be delivered to branch.
• Get From Branch : To view the scrip which has to be received from branch.
Auction Reports > Auction Bill: To view the Auction bills.
NSE Delivery Reports: It will provide the same options as shown under BSE Delivery report.
5 | Angel Broking Limited
Click on: Share Reports > Display Reports:
Display: It will provide the following details.
BSE/ NSE/ NSEFO Trade Confirmation report: To access the data related to trade confirmation.
BSE/ NSE/ NSEFO Settlement calendar view: To view settlement number and settlement date.
Corporate Action: To access the details of Corporate Action (Dividend, Bonus, Stock Split, Rights)
NSEFO New Report: To view details of Sauda summary/Net position/Turnover/Client summary/In
the Money/Bill/M2M of a particular NSEFO Client for current year.
Click on: Share Reports >NSE New Basis report:
NSE New Basis report: It will provide the following details.
Client Position: To view sauda summary report.
Levies Report: To view levies report.
Finance Accounting
Finance Accounting: It will provide the following options:
Display Reports> BSE Party ledger>NSE Party ledger>NSE FO Party ledger: It will provide the
ledger details.
Utilities
Utilities: This Link provides the option of NBFC & utilities services.
Utilities services > BSE Client Details>NSE Client Details>NSE FO Client Details: To view details of
your Address, Phone Number, PAN No. & Brokerage slab etc
Utilities services > E Contract Commodities: To access the contract notes for all the trades done in
commodities segment.
6 | Angel Broking Limited
Utilities services > E Contract Equity: To access the contract notes for all the trades done in equity
segment.
Click on Utilities> Research Report> Angel Research
Angel Research Report basically divided into two parts, Angel Equity & Angel Commodities.
In Equity Fundamental Research reports, you will get most valued research on different sectors.
In case you have queries / suggestions, please reach out to our Centralized Customer
Service Team at feedback@angeltrade.com or call us at 022-28355000.

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