Sanjay Koni, Bangalore (Individual Investor): The software is very user-friendly and allows the import of contract notes for share trading. It is of great use in Personal Accounting as it allows the upload of Bank Statements, Insurance Policies, helps in keeping track of interest received. The customer service was excellent which helped in solving all the queries.
Jaynesh Doshi, Mumbai (Chartered Accountant): Invest Plus helped me a lot in managing my HNI clients’ stock portfolios by making quick calculations for short/ long term gains and taxation purposes. Data import facility helped to a great extent as all the data could be analyzed at one place and the right course of action and decisions could be taken.
Rajesh Gandhi, Mumbai (Accountant): As an Accountant, I have to manage multiple clients’ portfolios. Invest Plus made multiple Portfolio Management very easy as I was able to import data in no time. Also, the customer service was extremely helpful at all the times helping me out understanding every aspect of the software.
GNK Kumar, Bangalore (Individual Investor/Trader) :The Invest plus software is very useful in managing the personal finance, may be buy/sell in shares, future and options, mutual funds, multiple bank accounts, short/long term capital gain reports, trial balance, opening/closing balance,etc without the help of a qualified accountant and the support staff is extremely good in resolving any issues on top priority. I have been using this software since last 10 years, and I recommend to everyone who is in need of an efficient software for managing their personal finance should go for Invest plus available at a very reasonable price.
Alok Raniwala, Pune (Individual Investor): I am using invest Plus from last six months and am extremely happy. With all the features it has for personal and family accounting as well as investment portfolios. This software is very user-friendly and adaptive to my personal requirements. Earlier I was using some other accounting software but it was too rigid and not user-friendly. The Plugin facility is very good to download the Bank statement directly in the accounting software and thus avoids a lot of rework. The support team of Invest Plus is very good and very helpful. I would strongly recommend individual users and family users to go to Invest Plus.
Brokers Data Import
Bank Data Import