how to get started? - moneybee · pay using paytm available paytm balance to complete payment, add...

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How to get started? Step 1: Self Registration Step 2: Login ID creation Step 3: Select Package Step 4: Pay online Step 5: Login to Money Bee portal Step 6: Fill Financial Health Calculator Form Step 7: Generate Investor Report

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Page 1: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

How to get started?

Step 1: Self Registration

Step 2: Login ID creation

Step 3: Select Package

Step 4: Pay online

Step 5: Login to Money Bee portal

Step 6: Fill Financial Health Calculator Form

Step 7: Generate Investor Report

Page 2: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

CLICK

Open Money Bee webpage www.moneybee.info and Click on the “ADVISOR LOGIN” link on the home page.

Page 3: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

CLICK

Click on the “Register Here” link on the Log In page.

Page 4: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

The following page will be displayed. Fill in the user details and click on Submit.

Page 5: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

Click on “Make Payment” link.

Page 6: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

SELECT “PACKAGE”

Page 7: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

11800.00

11800.00

Fill the Payment Details. User will have the multiple option “BHIM UPI, Debit Card, Credit Card & Net Banking.

Page 8: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)
Page 9: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

Payment details submitted by user will be verified by Paytm, on confirmation password will be received by user .. by email.

Page 10: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

Open Money Bee webpage www.moneybee.info and Click on the “ADVISOR LOGIN” link on the home page.

Page 11: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

Enter Login ID and Password to Login In.

Page 12: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

The following page will be displayed. Click on the “Financial Health Calculator” link.

Page 13: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

Fill in the Investor Details and click on Submit.

Page 14: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)
Page 15: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)
Page 16: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)
Page 17: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

An Investor Report will be displayed, user can view, edit, delet and email to Investor.

Page 18: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

Investor Report

Click on link for Sample Report

https://drive.google.com/file/d/1rfShE5WJpEzZEd7Y5pYnaRd9spPe9p3j/view?usp=sharing

Page 19: How to get started? - MoneyBee · Pay using Paytm Available Paytm Balance To complete payment, add to Paytm Select a payment method BHIM UPI Enter your Virtual Payment Address (VPA)

For any further queries, please Whatapp our Portal Help Desk

at 8600043130 or email at [email protected]