Invest Plus™ cater the needs of Individuals, who invest in something for him or his family, and Professionals such as Chartered Accountants, Financial Advisors, Doctors, Salaried People, Share Market Investors etc to manage their Personal Finance in a much efficient way.
Invest Plus™ not only integrates Personal Accounts, Asset Management, Investment Management, Securities, F&O and Mutual Funds Management & Income Tax Computation but also provides other necessary utilities viz.. Loan Reminders, Professional scheduler, Appointment Diary, Telephone & Address Diary, Calculator etc.
Invest Plus™ is your all-in-one Personal Assistant.
Features
Special Features
Fixed Deposits, NSCs
Insurance Policies
Details of Insurance Policies
Auto-reminder for Premium Due Dates
Loan details against the same (if any)
Loan Landed / Taken
Connect loan with Assets
Loan Calculator
Installment management & Reminder
Auto add payment to account
Detail Report of Loa
Assets Purchase/Assets Sell
Asset Maintenance, Asset Valuation
Installment Management
Assets Detail Reporting (Purchase,
Sell, Maintenance, Installments etc...)
Demat Register
Securities Portfolio with
Investment & Trading Stock.
Separate profitability reports
for Investment Trading &
Speculative transactions.
Broker bill Import, entry & reports.
Long Term & Short Term Capital Gain
with Inflation Cost.
Valuation as per current rates.
Bonus, Rights, Dividend, Merger /
Amalgamation / Redemption & reports.
Dividend/ Interest Received
scripwise & folio wise.
Mutual Fund. Scheme Management,
Advance Reporting, Stock Maintenance.
Benefits
Reports
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
Organize Personal Information
and Scheduling.
Upload broker bill & statements
Share Accounting Scrip wise Report
Short term, Long term Gain
Future & Option Reports
Profit Analysis Report
Mutul Fund Reports
NSC , KVP, F.D., RBI Bond etc Reports
Insurance details
Assets & Maintainance Reports
Loans and Advances Detail Reports
Broker Ledgers
Cash Book / Bank book
Trial Balance
Income & Expinditure
Balance Sheet and over 200 Reports
