user manual - alankit.com · crm . designed & developed by: alankit technologies ltd. | 2 table...
TRANSCRIPT
USER MANUAL
CRM
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 2
Table of contents
Sl.no Content Page no.
1 Welcome 3
2 Products & services 4
3 Financial services 5
4 Login 6
5 First login 7
6 Change password 8
Forgot password 9
7 Main 10
VIEW OUR
ADDRESS WITH
CONTACT US
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 3
Welcome to Alankit Group
Log on to www.alankit.com for CRM login
Go to Products & services
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 4
Products & Services
Place cursor on Products & Services and click on
Financial Services
Go to financial services
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 5
Financial Services
Click on client login for CRM login
Go to client login
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Login Page
ENTER PASSWORD
ENTER USER ID
CLICK LOGIN TO ENTER
CHANGE YOUR PASSWORD HERE
FORGOT PASSWORD
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 7
Login Procedure for First Time Users
First time users should enter their account number(8 digit demat account
number ) as user id and PAN number as password in order to retrieve their
original user id and password
Enter your 8 digit demat account
number as user id
Enter your PAN number as password
Click login for login
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 8
Change password
User can change password here
Enter your account number as user id
Enter your old password
Enter your new password
Confirm password Click on submit
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 9
Forgot password
If you forgot your password please enter your pan no.
here and click on ‘Get UID/ PWD’ button.
Enter your permanent account number
Click here to retrieve your uid/pwd
FORGOT PASSWORD FORGOT ID
Designed & Developed By: ALANKIT TECHNOLOGIES LTD. | 10
Main Page
Trading Back Office Details
Account statement of CSDL Demat
Account statement of Demat Account
Demat Account Holding