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: Login to Money Bee Portal

Step 7: Fill the Financial Health Calculator FormStep 8: Generate Investor Report

Click on the “ADVISOR LOGIN” link on the home page.Click

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

Click

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

Click on “Make Payment” link.

SELECT “PACKAGE”

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

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

Click on the “ADVISOR LOGIN” link on the home page.Click

Enter Login ID and Password to Login In.

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

Click

Fill in the Investor Details and click on Submit.

Check all the details and click on “Make financial plan”.

Click

An Investor report will be displayed, user can view, edit, delete and email to Investor.

Investor Report

Click on link for Sample Report

https://tinyurl.com/y8e6824y

• For any further queries, please Whatsapp our Portal Help Desk at 8600043130 or email at shailesh@moneybee.info