Return on Investments

Return on investments is always the first and last question that makes everyone speculating about the returns. Return on investment can be calculated as the cost for calculating accounting benefits, and also calculated on market value to analyze the portfolio performance as with current market rates. FINORB provides the user with the facility to see return on investment on various parameters as on cost and as on market rates.

 

The software provides multiple options to analyze the portfolio statements - sector wise, asset class wise etc. The user can create a model portfolio and compare it with the actual portfolio. Portfolio allocation could be analyzed in a better way with the various combination of sector wise, investor wise, asset wise, item group wise etc. Meaningful reports of realized/unrealized gain/ loss long term and short term can be obtained on actual cost basis as well as on opening market value. The software handles split, bonus and dividend. Reports on the basis of annualized and absolute yield can be taken at a single click.


ROI is calculated on the basis of below mentioned points:

  • Computation of absolute and annualized return on different assets class as well as independent items of investments.

  • Computation on profitability considering market value in the opening values.

 

ROI Reports Received:

  • Summary of returns
  • Columnar profitability statement
  • Absolute and annualized return
  • Portfolio performance report as on current market value
  • Scheme/ script return analysis report
  • Profitability statement as on cost for accounting



Salient Features
  • An integrated platform to manage all your finance, wealth and investments.
  • A Group concept, enables user to view data as individual or group wise.
  • Sector wise portfolio can be viewed for long term and short terms benefits.
  • It is build according to the current, with no entry loads and manual work.
  • Management of cash outflow and cash inflow, with zero redundancy, works as an assistance having well defined cash management.
  • Comparative analysis with model portfolio can be done.
  • Proper import transaction facility eradicates the manual entry processes, making it less error prone.
  • Better decision making abilities are obtained with a better forecasting of the invested wealth.
  • Proper balance sheet management with a perfect bank reconciliations.
  • Proper tax and dividend management with clarity of tax liabilities helps in efficient estimation of future tax liabilities.
  • Comparative profit / loss analysis helps in accurate business flow.
  • Maintains consistency in business operations by analysis of realized gain/loss with unrealized gain/loss.
  • Many More to Follow...


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