Keeps watch on your Investments in
Shares/ Debenture
Future Option
Call Put Option
Commodity
NSC/FD/Mutual Funds/LIC
With Complete set of Books of accounts and Financial Statements.
For investors operating in today's complex financial arena, effectively juggling an array of investments in multiple portfolios requires access to the most comprehensive accounting tools to help you achieve your overall investment objectives. FINVEST records all investment transactions and monitors related custodian accounts. It keeps track on Overall Investment of family or group as well as member wise separately held portfolios. FINVEST. A powerful microcomputer based integrated investment accounting software designed to handle your investment records and provides you with useful information on investments made by you. FINVEST is the simplest, fastest, and the most complete application software that not only keeps track of your investments but also provides you with a complete set of Books of Accounts.
Easy to operate
There is no such think as ‘too easy’ when it comes to script handling and Accounting Records keeping. Still the features listed make FINVEST the simplest, fastest and the most easy to operate.
Absolutely menu-Driven and user friendly.
Online system Help available at all points.
Online Data Help available at all points.
Facility to Add, change, or Delete records while viewing records.
Account adding facilities at all entry points.
Extensive error checking prevents transcription errors.
Attractive entry screens with clearly defined fields
All reports available on screen, printer and Export to Excel & Text File
Auto Data Backup Facility
Very Few Transactions and Unlimited Reports
Investment held
The system keeps track of all the records of investments in shares, debentures, National savings certificates, insurance policies
Assessment of worth
You can get valuation of your holding at the push of a button. That too, at Cost price as well as at Market price, You also get Investment analyses like sector wise, Cap Wise Investments and percentage of total investments involved in a particular sector, Cap as well as script. Member wise - Date wise Stock in hand report help you to get the maximum long term taxable capital gain benefit. These reports also give you the % return position if sale the stock held as on date.
Taxable Capital Gain
FINVEST takes the drudgery out of Taxable long-term Capital Gain calculations. The system provides statements of your short term/ long-term book gain and long term taxable gain.
Entitlements
The difficult task of reconciling all entitlements received or not is made very simple. The system lets you know about Dividend declared ,Bonus declared, Rights declared and entitlements of each member as per the stock held on record date.
Mark To Mark and Margin Money Position
Finvest lets you know instantly as on any date the Margin Money Required to be deposited with broker and Mark to mark difference up to date as per the details of Future and Commodity held by you.
Script wise/ Sector Wise Profit Loss
Through these reports , you can instantly review the result of game played so far. These reports provides you script wise , Sector wise, Cap wise profit loss position with percentage returned . If you believe the favor of luck, through these reports , you can decide with script/ sector is more suitable for a particular member.
Reports On Other Investments
Finvest Provides you NSC Register, Insurance Register, Fixed Deposit Register etc Grouped on Maturity Date, Bank, Insurance Company, Member etc as relevant and as per requirement.
Books of Accounts
FINVEST is real Personal Accounting with real Accounting needs. It produces all primary books like Cash / Bank Books, Ledgers, Purchase/ Sale Registers, Journal Book and Trial balance.
FINVEST gives you instant access to critical business data like, Profit and Loss Statement , Balance Sheet. Loan Interest Statement , Stock Valuation , Capital Gain Statement etc |
We are launching our product with more features and enhancements try it and get the benefits. Please download free for existing users only contact us ASAP.