My Portfolio

My Portfolio

  1. Once logged in, you will land on “My Portfolio” page which contains the list of companies in your portfolio along with the following details for each of them:
  1. DashBoard: Colour coded indicator (Red/Amber/Green) to display overall compliance w.r.t. the Companies Act, 2013. You can then view the list of pending compliance items for that particular company.
  2. Records: Click on this icon to view the records of Board/Committee/Shareholder meetings to which you have been granted access to.  
  3. Circular Resolutions: Click on this icon to view the  Circular resolutions which require the Director to vote.
  4. Calendar: Click on this icon to view your Meeting Calendar, with Colour coded indicators (Grey/Orange/Blue) to display Past Meetings, Upcoming Meetings and Meetings Proposed 
  5. Scheduled Meeting: click on this to instantly access the documents for the upcoming Meeting of the Company
  6. Market Info: Click on this to view the market information about the Company including its stock price.
  7. Previous Meeting: Click on this icon to access all documents relating to immediate previous Meeting.

ii.  Other actions on “My Portfolio” screen include: 
a.             Side menu: To access the side menu, click on the menu icon() in the top left corner of the app. The Side menu contains:

                                                                           i.  My Portfolio
                                            ii. Notifications
                                           iii. Calendar
                                           iv. Profile
                                          v. Help/FAQs

                                                                           

 b. Sort: To sort the Companies, either alphabetically or based on Compliance criticality, click on the Sort icon() in the top right corner of the “My Portfolio” screen.