Your all-in-one Financial Assistant

Invest Plus helps in taking control of your investments and take it in the right direction.


  • Take care of your assets, maintenance schedules and installment payouts.
  • Manage your accounts for you, your family, and your clients.
  • Track investments to aid in financial planning.
  • Keep track of all your valuable investments, like MFs, FDs, Insurance etc.
  • Easy budgeting tools.
  • Reminder for your payables and receivables.
  • It's Free personal accouting software for single investor

Boost Finance Management Automation


Offers streamlined and auditable financial management and ensures complete real-time visibility into your financial performance.


It does not only integrate Personal Accounts, Asset Management, Investment Management, Securities, F&O and Mutual Funds Management but also to streamline processes like Loan Reminders, Professional scheduler, Appointment Diary, Telephone & Address Diary, Calculator etc.




  • Categorize transaction types and set budgets to manage and track expenses.
  • Split transactions across multiple categories.
  • Schedule recurring transactions like paychecks and mortgage payments.
  • Reconcile your purchases and transactions against your bank statement.


Knowing where your money goes


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

  • 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.
  • 300+ customized and Detail Report
  • Facility to save all the reports in a file format and modify/ delete the same on later stage.


Real time insights to be in control


Keep wondering where does all your money goes? Get to know instantly. Link all your financial institutions together to easily manage your cash flow. Generate account ledgers, profit and loss statement and balance sheet.


  • Complete analysis of current assets & liabilities.
  • Personalized Investment tracking for individuals and family.
  • Detailed report preparation from individual account ledger to IT Return.
  • Comprehensive workout of Capital Investments, Securities, F&O and Mutual Funds.
  • Create data reports for your investment performance and transactions.

Revolutionary budgeting system


Manage your Personal and Family Investment and Budget in a Whole New Way!

With Invest Plus creating, editing and managing your budget is straightforward. Filter out the displayed categories to remove any superfluous line items, choosing from only budgeted or active items.


When you track your personal finances, you can see where your money is going every month. This allows you to see where you could spend less, ultimately saving more money.


Recover 10-15% of your income from your hidden spending


Your financial evolution


  • Manage your wallet, bank account and more. Choose as many accounts as you want to track.
  • Keep your expenses and incomes categorized to keep a better track of your money.
  • Simple reports help you visualize your financial health and know exactly how you spend.

“The FASTEST and the SMARTEST way of Managing, tracking and Accounting your Investment.”