Other Assets
Track all your assets in one place
This section serves as a record of all your assets like property, gold or vehicle, letting you track all your assets in one spot.
This Section Contains :
How to add precious metal holdings details?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Now click on the 'Add' button
given towards the right end. An 'Add Precious Metal' page slides in.
Fill in all the mandatory fields.
Click on the 'Add' button
given towards the end of the page.Now the details of your precious metals are added successfully.
How to edit/delete precious metal holdings details?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Hover over the one that you want to edit.
An options button
will appear. Click on it and you will be provided with two options—edit or delete.
If you want to delete, click on the delete button and you will get a confirmation pop-up. Click on continue, and your holding data will be deleted.
If you want to edit your precious metal holding data, click on the 'edit' button.
An 'Edit Precious Metal' page will slide in.
Make necessary changes and click on the 'Edit' button
at the bottom. Now, your changes are saved successfully.
How to add property holdings details?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Right next to it, find the 'Property' tab.
Now click on the 'Add' button
given towards the right end. An 'Add Property' page slides in.
Fill in all the mandatory fields.
Click on the 'Add' button
given towards the end of the page.Now the details of your properties are added successfully.
How to edit/delete property holdings details?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Right next to it, find the 'Property' tab and click on it.
You will find your property details displayed.
Hover over the one that you want to edit.
An options button
will appear. Click on it and you will be provided with two options—edit or delete.
If you want to delete, click on the delete button and you will get a confirmation pop-up. Click on continue, and your property data will be deleted.
If you want to edit your property holding data, click on the 'edit' button.
An 'Edit Property' page will slide in.
Make necessary changes and click on the 'Edit' button
at the bottom. Now, your changes are saved successfully.
How to add bank deposit data?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Right next to it, find the 'Deposit' tab. Click on it.
Now click on the 'Add' button
given towards the right end. An 'Add Deposit' page slides in.
Fill in all the mandatory fields.
Click on the 'Add' button
given towards the end of the page.Now the details of your bank deposits are added successfully.
How to edit/delete bank deposit data?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Right next to it, find the 'Deposit' tab. Click on it.
You will find your bank deposit details displayed.
Hover over the one that you want to edit.
An options button
will appear. Click on it and you will be provided with two options—edit or delete.
If you want to delete, click on the delete button and you will get a confirmation pop-up. Click on continue, and your bank deposit data will be deleted.
If you want to edit your bank deposit holding data, click on the 'edit' button.
An 'Edit Deposit' page will slide in.
Make necessary changes and click on the 'Edit' button
at the bottom. Now, your changes are saved successfully.
How to add vehicle details?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Right next to it, find the 'Vehicle' tab. Click on it.
Now click on the 'Add' button
given towards the right end. An 'Add Vehicle' page slides in.
Fill in all the mandatory fields.
Click on the 'Add' button
given towards the end of the page.Now the details of your vehicles are added successfully.
How to edit/delete vehicle data?
Go to the 'Products' tab.
You will land on the 'IPO' section by default.
Find the 'Other Assets'
tab on the left-hand side of the page.You will be navigated to the 'Precious Metals' page.
Right next to it, find the 'Vehicle' tab. Click on it.
You will find your vehicle details displayed.
Hover over the one that you want to edit.
An options button
will appear. Click on it and you will be provided with two options—edit or delete.
If you want to delete, click on the delete button and you will get a confirmation pop-up. Click on continue, and your vehicle data will be deleted.
If you want to edit your vehicle data, click on the 'edit' button.
An 'Edit Vehicle' page will slide in.
Make necessary changes and click on the 'Edit' button
at the bottom. Now, your changes are saved successfully.
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