InvestPlus helps you in managing all your accounting, investments and Income tax related requirements. InvestPlus helps in record keeping from basic to more complex Personal and family account management needs.

• Personal Accounting
• Assets Management
• Loan Management
• Investment Management
• Securities, F&O and Mutual Funds
• Income Tax Prepration
• Personal Organizer
• Online updated balances with Zooming facility from Final Account Statements to Voucher Entry level with Edit/Delete facility. . 
• Easy switch over between member and financial years. 
• 200+ customized and Detail Report
• Facility to save all the reports in a file format and modify/ delete the same on later stage.

Personal Accounting

•  Daily Entry
  • Bank Receipt/Payment
  • Cash Receipt/Payment
  • Contra/Journal Entry
  • Bank Reconciliation

• Accounting Reports
  • Bank Book/Cash Book
  • General Ledger
  • Journal Register

• Annual Statements
  • Trial Balance
  • Income & Expense
  • Balance Sheet

Assets Management

• Assets Purchase/Sell
• Asset Maintenance
• Asset Valuation
• Manage Installment
• Assets Detail Reporting (Purchase, Sell, Maintenance, Installments etc...)

Loan

• Loan Landed / Taken
• Manage Loan against Assets
• Manage Loan Installment with Calculation & reminders
• Loan against investment made
• Auto linking of payment to account
• Detail Reporting
• Asset Loan Report

Investment Management

• Fixed Deposits/Bonds,
• NSCs/KVP,
• Insurance Policies
• Auto-reminder for the Premium Due Dates
• Fixed Deposits Intrest Accrued Report
• Company wise FD report
  

Securities, F&O and Mutual Funds

• Demat Register
• Segregates securities Portfolio into Investment & Trading Stock.
• Separate profitability reports for Investment, Trading & Speculative transactions.
• Broker bill entry with STT & Other Charges & Intra Day Option & reports.
• Import Broker bill direct in to Invest Plus (no need to manual entry)
• Reports on Long Term & Short Term Capital Gain with Inflation Cost.
• Valuation of Portfolio as per current rates.
• Management of Bonus, Rights, Dividend, Merger / Amalgamation / Redemption & reports.
• Details of Dividend/ Interest Received scrip wise & folio wise.
• Purchase/Sell Mutual Fund. Scheme Management, Advance Reporting, Stock Maintenance.

Income Tax Prepration

• Generate Computation of Income for Individual Male/Female, Senior Citizen & HUF.
• Extract details of Long Term & Short Term Capital Gains with Inflation Cost.
• Income Tax Calculator.

Personal Organizer

• Appointment Scheduling.
• Reminders for Appointments, Income Tax Dates, Birth Dates, Maturity of Fixed Deposits, NSC's, LIC Premium due etc.
• Holiday Reminder
• Address Book & Label Printing
• Telephone Diary.

Invest Plus Report Detail
Invest Plus provides more then 200 detailed reports that can be quickly generated at any time - whether for taxation purposes, or for their own information.
All Report can be a Date wise, year wise, Family Member wise or Family wise. You can zoom any report to get a detail or change a detail.

• Budget Preparation
• Family member wise expanses and earning report
• Year-end Closing
• Governmental Reporting
• Bank Reconciliation
• Time and Expense Tracking