Software Products

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Invest Plus (Software for Personal Accounting, Investment, Taxation & Organizer)

Invest Plus - Personal Accounting Software with a Professional Backbone.

Invest Plus allows easy understanding, hassle-free use & iconic interface to make Accounting enjoyable even for a person with a little of accounting or computer knowledge.

Invest Plus not only integrates Personal Accounts, Investment Management & Income Tax Computation but also provides other necessary utilities viz. E-mail Composer, Reminders, Appointment Diary, Telephone & Address Diary, & Calculator etc.

Invest Plus is your all-in-one Personal Assistant.

Personal Accounting

• Maintain Personal Accounts of any number of Individuals, Family Members, HUF & Families.

• Generate Cash & Bank Book, Final Statements like Trial Balance, Income & Expenditure A/c. and Balance Sheet etc.

• Individual-wise or Family-wise report of accounts for any period.

• Online updated balances with Zooming facility from Final Account Statements till Voucher Entry level with Edit/Delete facility.

• Columnar Cash & Bank Book Summary (Option to Select Cash and Banks).

• Standard Accounts Master provided to facilitate the accounting entries.

• Bank Reconciliation Statement.

• Easy switch over between member and financial years.

• Facility to save all the reports in a file format and modify/ delete the same on later stage.

Investment Management

• Details of Jewelleries and Ornaments including photographs for reference.

• Details of Fixed Deposits and NSC's including Auto-reminder on Maturity Dates & loan details against the same (if any).

• Details of Insurance Policies including Auto-reminder for the Premium Due Dates & loan details against the same (if any).

Securities

• Demat Register

• Segregates securities Portfolio into Investment & Trading Stock.

• Separate profitability reports for Investment, Trading & Speculative transactions.

• Broker bill entry & reports.

• Reports on Long Term & Short Term Capital Gain with Inflation Cost.

• Valuation of Portfolio as per current rates.

• Events manager for Bonus, Rights, Dividend, Merger / Amalgamation / Redemption & reports.

• Details of Dividend/ Interest Received script wise & folio wise.

Income Tax Computation

• Generate Computation of Income for Individual Male/Female, Senior Citizen & HUF.

• Generate & Print Saral Form 2(D) of Income Tax Return.

• Gives details of Long Term & Short Term Capital Gains with Inflation Cost.

• Customized Income Tax Rates entry as per financial year.

• Income Tax Calculator.

Personal Organizer

• Appointment Scheduling.

• Reminders for Appointments, Income Tax Dates, Birth Dates, Maturity of Fixed Deposits, NSC's, LIC Premium Due etc.

• Calculator: Standard & Scientific.

• Web Address Directory.

• Telephone Diary.

• E-mail Composer.