FINORB as the name suggests, a Financial Orbit, is a special suit designed for all the financial needs under a single platform.The purpose is to reduce around 60% of the operational work, which requires manual intervention. The automation and integration feature of FINORB have paved the path for achieving a faster and timely access to all Finances and Investments information without the need of much manual work.

The software thus a complete package of asset to all the owners:

  • Who wants to manage the accounts while managing wealth and portfolio under a single platform
  • Who wants to reduce the manual intervention and increase the productivity with much faster and automated reports
  • Who wishes to analyze and review data for any single entity in the group or for the whole group
  • Who wants to be aware of the probable and future risks associated with business and money
  • Who wants to make a fruitful decision for wealth and money so as to ensure convinced results and benefits

FINORB covers comprehensive day-to-day accounting, in-depth portfolio construction and analysis, with research notes and assists in wealth creation and management, with risk analysis enabling effective risk management.

FINORB lays down the processes and methodologies of accounts and portfolio construction for individual entities as well as consolidates the same for the group to which such entities relate as a whole. With data import facility for shares and mutual fund transaction, it eases the transaction entries into the system and enables Profit & Loss and Balance Sheet of various entities in columnar form as well as in consolidated form.

In portfolio analysis, it establishes the process of comprehensive portfolio construction. It also enables construction of model portfolio of different kind considering the different needs of investors and enables comparison of the actual portfolio with any one of the different model portfolio. In a similar way FINORB helps in creation of model wealth distribution under different asset classes for different risk profiles. It further enables comparison of actual wealth distribution against model wealth distribution associated with the risk profile of the investor. The feature of research notes and alerts assists the investor in taking rationale decision.

The software has been designed in such user friendly way that the Masters can be added both at the transaction as well from reports. Further, the drill down system enables the user to start from any report including Balance Sheet / Profit & Loss Account and go up to the basic transaction with facility of editing there and then.

The various unique features like automatic import of data relating to mutual funds and shares, the capability to have comprehensive data analysis including preparation of profit/ loss analysis, for individual investors as well as group of investors, makes it a must for High Net Worth Individuals/ Companies/ Investing & Managing Funds over Rs. 5 to 10 crores.

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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