- Manage your Portfolio and Assets efficiently
- Simplified Personal Accounting with single click
- Personal, Multiple & Family Financial management
- Manage Loan & other liabilities effortlessly
- Get 300+ Customized detailed reports on the go
- Online rate updated balances with Zooming facility from Final Account Statements to Voucher Entry level with Edit/Delete facility.
- Safe and secured data record with editing facility
Warning: Do not read this if you already know the answers to it!
- Is managing your portfolio and personal accounts becoming a tedious job?
- Are your financial records up-to-date to file Income Tax Returns?
- Are you able to keep a track of your capital spending this year?
- Did you miss out on important dates like policy reminders & financial alerts etc?
- Is it possible to get the valuation of your current portfolio in single click?
- Are you able to keep a track of your Insurance policies, FD’s, Loans & other Investments?
- Is creating broker bill (share Accounting) entries manually becoming extremely time consuming?
- Are you looking for something to help you out with the use of graphs & charts while managing your finances?
- Need an easier way to manage accounts for you and your family.
- Want to Follow the volatility of the Stock market PROFITABLY along with your DEMAT accounts?
Introducing Invest Plus – Now Anyone, No Matter How amateur in Financial Management and Accounting, Can Manage their Finances and Family Investments in just 15 minutes a week!
“The FASTEST and the SMARTEST way of Managing, tracking and Accounting your Investment.”
Why you need it?
Have you seen the above presentation?
Do you have more questions?
We will help you answer those!
- INVEST PLUSTM covers all areas related to Finance, ensuring you don’t miss out anything
- Complete analysis of current assets & liabilities, Personalized Investment tracking for individual and family
- Simply manage cash flows by compiling all IP links from all of your financial institutions
- No more wondering about where did the money go, Find out about hidden spending and recover maximum of your income from it.
- Accounting benefits like Full Cycle Bookkeeping , Financial Statement Preparation , Cash-flow Analysis, General Ledger, Bank Reconciliation, Asset Management and Valuation, Loan management, Securities, F&O and mutual funds Status, Organize Personal Information and Scheduling, Upload broker bill & statements.
- Keep yourself updated by downloading periodical Updates easily
- Importing your Broker and F & O bills is just a click away. INVEST PLUSTM supports More than 50 broker house bills, letting you save more time by avoiding manual entries
- Hands on facility to Export all reports & balance-sheets in user friendly formats (Excel &PDF) or direct print without exporting.
- Facility to download Script rates, M.F., and F & O from internet to calculate your current gain valuation.
What you’re Looking at Is India's Most Powerful
Wealth Management software!
It is Revolutionizing the Way you can manage your Wealth in 2015-16 Using
Find out more about its detailed features!
- Daily Entry
- Bank Receipt/Payment
- Cash Receipt/Payment
- Contra/Journal Entry
- Credit Card Entry
- Multiple Bank/Cash Entry
- Multiple Debit/Credit Entry
- Annual Statements
- Trail Balance
- Income & Expense
- Balance Sheet
- Accounting Reports
- Bank/Cash Books
- Bank/Cash Summary
- Monthly Summary
- General Ledger
- Journal Register
- Groupwise Report
- Trail Balance
FD, Bond and Insurance
- Fixed Deposit
- Certificate & Bonds
- Insurance Policies
- Auto Linking of FD Interest receipt to account
- Auto Linking of Insurance Installment payment to account
- Auto reminder for Premium Due date
- Fixed Deposits Interest Accrued Report
- FD Withdrawal Report
- Company wise FD Report
- Certificate & Bonds Report
- Policies Report
- Opening Stock with excel file import
- Broker Bill
- Broker Bill Import
- Merge Scrip
- General Reports
- Scrip Status
- Share Trading
- Short / Long Gain Report
- Speculation Report
- Advanced Report
- Monthly Scripwise Purchase Sale Report
- Negative Stock List
- Monthly Profit Analysis
- Odd Sale List
- Action Report
- Merge Scrip Report
- Demerge Scrip Report
- Split Scrip Report
- Bonus Scrip Report
- Mutual Fund Import
- Common Excel File Import
- CAMS File Import
- Mutual Fund Master
- Opening Mutual Fund
- Purchase Mutual Fund
- Investment Plan (SIP)
- Sold Mutual Fund
- Switch In Mutual Fund
- Mutual Fund Dividend (Reinvestment)
- Mutual Fund NAV
- Fund Staus Report
- Opening Stock Report
- Purchase Report
- Sale Report
- Stock Report
- Gain Report with Percentage
- Valuation Report
- Investment Report
- Switch In Report