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 Investmnet 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 transcation.

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.

Additional Features:
 The Personal Investment Manager generates extensive reports on the following parameters:

Summary & Consolidated Report - For multiple member - giving Networth valuation with complete drill down.
Price Movement - Displays the stock movement in a particular exchange and particular period
Growth - Displays accrued as well as received income / growth for investments.
Capital Gains Report with indexation
Location wise Holding Report - Tracks the location of physical instruments.
Stock reports and instrument ledger - Gives the exact position and status of each instrument.

System Requirements:

 The system requirements for the Personal Investment Manager are as follows:
IBM compatible with Pentium III or higher.
Windows 95/98/2000/Millenium/XP/NT.
128 MB RAM.
350 MB Free Disk Space.
3.5 inch FDD.
SVGA Colour Monitor(Recommended).
CD ROM Drive.

 
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