About
Personal Investment Manager
The all new E.X.Personal Investment Manager is the only portfolio manager with an
integrated accounting module. It comes with host of features to help you manage
your investments better. It helps you to track your investment end to end in shares,
deposits, mutual funds, bonds, debentures etc. You can get an instant valuation of your
investments by downloading the day end markets rates from BSE / NSE. Customise the reminders
for Maturities, interest receive/due, premium etc and set price alerts on the shares to make
a buy/sell decision.
Benefits of Personal Investment Manager
The Personal Investment Manager comes with a wide range of extremely user- friendly features
Features
Payment Alerts:
It alerts the user for income due dates and maturity dates. It is also directly linked to the transaction.
Investment Tracker:
The Personal Investment Manager enables lot wise and location wise tracking of investments.
Flexi Deposits:
It enables the user to maintain deposits having various interest combinations(fixed/floating with varied compounding frequency)withmaturity value calculation.
Debenture Manager:
The Personal Investment Manager helps in redemption and conversion of debentures.
Market Rate Update:It provides daily market rates update for securities listed on BSE/NSE for monitoring and control via the internet.
Interest Watch:
The Personal Investment Manager keeps a close watch on TDS Certificate and interest accruals and receipts for Personal loans with pledge details as well as Interest accruals and receipts for recurring investments
Insurance Policy Supports:
It supports endowment and money back life insurance policies with varied premium frequencies.
Loan Monitor:
It also helps the user to monitor and keep track of loans taken with interest accruals, payments and pledge details.
Investment Plus Tracker:
The Personal Investment Manager also keeps track of other investments such as real estate, gold, vehicles, etc.
Smart Finder:
Also the Personal Investment Manager helps the user to search for the required transaction very quickly and easily, on the basis of document type or instrument type or a mix of both.