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Most Suitable For:
Family Office / HNIs
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Companies Engaged in Investments / Loans
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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.
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