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Invest Plus-Personal Accounts, Portfolio & Investment S/w
Invest Plus - Personal Accounting Software with a Professional Backbone.

InvestPlus allows easy understanding, hassle-free use & iconic interface to make Accounting enjoyable even for a person with a little of accounting or computer knowledge.

InvestPlus not only integrates Personal Accounts, Investment Management & Income Tax Computation but also provides other necessary utilities viz. Personal Organiser, Reminders, Appointment Diary, Telephone & Address book etc.

Invest Plus is your all-in-one Personal Assistant.

Personal Accounting

•  Maintain Personal Accounts of any number of Individuals, Family Members, HUF & Families.

•  Generate Cash & Bank Book, Final Statements like Trial Balance, Income & Expenditure A/c. and Balance Sheet etc.

•  Individual-wise or Family-wise report of accounts for any period.

•  Online updated balances with Zooming facility from Final Account Statements till Voucher Entry level with Edit/Delete facility.

•  Columnar Cash & Bank Book Summary (Option to Select Cash and Banks).

•  Standard Accounts Master provided to facilitate the accounting entries.

•  Bank Reconciliation Statement.

•  Easy switch over between member and financial years.

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

Investment Management

•  Details of Jewelleries and Ornaments including photographs for reference.

•  Details of Fixed Deposits and NSC's including Auto-reminder on Maturity Dates & loan details against the same (if any).

•  Details of Insurance Policies including Auto-reminder for the Premium Due Dates & loan details against the same (if any).

Securities:

•  Demat Register

•  Segregates securities Portfolio into Investment & Trading Stock.

• Separate profitability reports for Investment, Trading & Speculative transactions.

•  Broker bill entry & reports.

•  Reports on Long Term & Short Term Capital Gain with Inflation Cost.

•  Valuation of Portfolio as per current rates.

•  Events manager for Bonus, Rights, Dividend, Merger / Amalgamation / Redemption & reports.

•  Details of Dividend/ Interest Received script wise & folio wise.

• Future & Option Trade

• Mutule Funds

Loan Module :

•  Loan Taken / Given Tracking

Asset Module :

•  Personal Asset Tracking

Income Tax Computation

•  Generate Computation of Income for Individual Male/Female, Senior Citizen & HUF.

•  Gives details of Long Term & Short Term Capital Gains with Inflation Cost.

•  Customized Income Tax Rates entry as per financial year.

•  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.

•  Calculator: Standard & Scientific.

•  Telephone Diary.

•  Personal Organiser.

 
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Outsource your Payroll, Payroll Service saving your time and money, we are providing a complete outsourced payroll service, Payroll team are fully qualified with 10+ years experience.

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