We are renowned as one of the staggering providers of Investment Management Software, based in India. ‘eINVEST’ is the software you need for Smart, Intelligent & simpler investment planning with portfolio managements. Our Software helps you to manage your portfolio, financial information & tax calculation smartly & efficiently.
Attributes :
- Multiple investor data management
- Fully menu driven modules
- Use of latest technology tools to provide enhanced features
Shares:
- Manages portfolio by keeping tracks of buy & Sell of stocks by ‘Contract Notes’
- Software provide management of
- Deliveries
- Dividends
- Rights
- Bonus
- Demat A/S
- Loan
- Split of shares
- Pledges
- Public issue
- Contract import facility
- Extensive analysis reports
- Contract note register
- Broker wise
- Security wise
- Date wise
- Script wise net position report
- Soda register
- Share investment return register
- Dividend register
- Public issue allotted / refunded register
- Day trading report register
- Long term / short term / speculation income register with security details
- Broker Wise / Demat Wise Ledger
- Effective stock price with & w/o profit
- Lot wise stock analysis
- Security wealth register
Mutual Fund :
- Manages investment ion Mutual Fund with facility of import NAV
Other Incomes :
Manages Income & Records of investment in
| FD | KVP |
| PPF | NSC |
| Bonds | Post Office |
| House Property | Insurance | |
| Salary | |
Financial Accounting :
| Bank Book | Journal Voucher |
| Bank Reconciliation | Trial Balance |
| Cash Book | Journal Ledger |
| Profit & Loss A/C | Balance Sheet |
Organize Tax Information :
Calculation & Generation of Reports with value of tax for
- Long Term Income
- Short Term Income
- Speculation Income
Utilities :
- Link to import website – BSE, NSE, SEBI etc.
- Import Stock Rates (Bhav Copy) from NSE or BSE & Mutual Fund NAV directly into e0invest software to keep your portfolio up-to-date
- Send personal & mass email.
