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Tracking investments - a product concept

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  • 1. Who monitors investments regularly? You can also become a Crorepati! One out of every 5 working couple in India is worried about the growth of their investments. They want to look at the prevailing value of their investments at least once in every month. >>See our research report Email Password GO Stay signed in Forgot your password? Keep track the prevailing value of your investments. You are probably the one among those who use a spreadsheet to record and monitor investments. It is indeed a nice way. But with trackyourinvestments.com, it is easier and more efficient. • Record all your investments (Fixed Deposits, Properties, Shares, Mutual funds, etc) • Monitors and updates prevailing values automatically. • Delivers a weekly status report to your mailbox. Sign up for FREE OR Sign up withYou are worth Rs. 90,59,679 As on 10th Aug, 2010 Check out our how to become a Crorepati calculator. You can become one through investing systematically. Ideal for those who want to retire early from their work life. >>See how can you become a Crorepati About Privacy Support Blog Contact trackyourinvestments.com © 2010. All rights reserved Rs. 1 Crores TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS Or Login with
  • 2. Who monitors investments regularly? You can also become a Crorepati! One out of every 5 working couple in India is worried about the growth of their investments. They want to look at the prevailing value of their investments at least once in every month. >>See our research report Email Password GO Stay signed in Forgot your password? Keep track the prevailing value of your investments. You are probably the one among those who use a spreadsheet to record and monitor investments. It is indeed a nice way. But with trackyourinvestments.com, it is easier and more efficient. • Record all your investments (Fixed Deposits, Properties, Shares, Mutual funds, etc) • Monitors and updates prevailing values automatically. • Delivers a weekly status report to your mailbox. Sign up for FREE OR Sign up withYou are worth Rs. 90,59,679 As on 10th Aug, 2010 Check out our how to become a Crorepati calculator. You can become one through investing systematically. Ideal for those who want to retire early from their work life. >>See how can you become a Crorepati About Privacy Support Blog Contact trackyourinvestments.com © 2010. All rights reserved Rs. 1 Crores TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS Or Login with Get started To sign up for this service, please fill out the following information: Email Password I agree to the Terms of Service Create my account Note: A verification mail will be sent to your email address provided. Please verify your email by clicking the link. However, your account is ready to use immediately. You have up to 24 hours to verify the email address. X
  • 3. About Privacy Support Blog Contact trackyourinvestments.com © 2010. All rights reserved TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Choose a membership plan You are currently a basic user. Please select a membership plan from below: Lifetime free plan (basic) - Record and monitor investments up to Rs. 10 lacs (Rs. 100,000) Continue with this FREE plan Premium plan - Rs. 899 Rs. 499 per year (Launch offer. Valid till Sept. 31st, 2010 only) - Record and monitor investments for UNLIMITED amount. Upgrade to Premium plan Tip: If you have invested in a property like house, land, etc ., it is recommended to choose the premium plan. The value of most of the investments in properties typically will be more than Rs. 10 lacs. Aug 10, 2010
  • 4. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 1: Complete your profile: Email vasudevan.31@gmail.com Default add new Name Gender Male Female Year of birth Country State City Marital Status Give us your family details: (Note: You can track investments separately for each family members) Relationship Name add more Submit 1 2 3 Aug 10, 2010
  • 5. About Privacy Support Blog Contact trackyourinvestments.com © 2010. All rights reserved TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 2: Select your Investments: First, select all the investments you have made so far from the list below. Submit Fixed Deposits Recurring Deposits (RD) Stocks Mutual funds House / apartment Land Commercial property Unit linked Insurance plans (ULIPs) Endowment insurance plans Gold Bonds – both government and private Employee provident fund (EPF) Public provident find (PPF) Eligible for gratuity 1 2 3 Aug 10, 2010
  • 6. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. - Fixed Deposits Invested by Amount Invested on Duration (in days) Interest rate (%) Reset 1 2 3 DD MM YYYY Save & Add more Save Recurring Deposits (RD) Stocks Mutual funds House / apartment Land Unit linked Insurance plans (ULIPs) Gold Employee provident fund (EPF) + + + + + + + + I’m done. I will do it later. Take me to my account Aug 10, 2010
  • 7. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Invested by Amount Initial Investment Frequency Duration Interest rate (%) Reset 1 2 3 DD MM YYYY Save & Add more Save Stocks Mutual funds House / apartment Land Unit linked Insurance plans (ULIPs) Gold Employee provident fund (EPF) + + + + + + + + - Aug 10, 2010
  • 8. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Select Stock Price (per share) Quantity bought Brokerage (%) Date bought Reset 1 2 3 Type here and search Save & Add more Save Mutual funds House / apartment Land Unit linked Insurance plans (ULIPs) Gold Employee provident fund (EPF) + + + + + + + - + DD MM YYYY Aug 10, 2010
  • 9. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Mutual Funds Select fund house Select fund Plan Investment type Initial amount Initial investment date Entry price SIP amount SIP date Frequency 1 2 3 + - + MM YYYY + Growth / divident SIP / Lumpsum DD Get entry price MM YYYYDD Monthly Save & Add more Save Reset Aug 10, 2010
  • 10. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Mutual Funds House / Apartment Select state Select city Locality Covered area (sq. ft) Initial investment (Rs. / sq.ft) Invested in 1 2 3 + - + + + Type locality Save & Add more Save Reset Land Unit linked Insurance plans (ULIPs) Gold Employee provident fund (EPF) + + + + MM YYYY Aug 10, 2010
  • 11. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Mutual Funds House / Apartment Land Select state Select city Locality Plot / land area (sq. ft) Initial investment (Rs. / sq.ft) Invested in 1 2 3 + - + + + Type locality Save & Add more Save Reset Unit linked Insurance plans (ULIPs) Gold Employee provident fund (EPF) + + + + MM YYYY Aug 10, 2010
  • 12. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Mutual Funds House / Apartment Land Gold Total weight (gms) 1 2 3 + - + + + Save & Add more Save Reset Unit linked Insurance plans (ULIPs) Employee provident fund (EPF) + + + + Aug 10, 2010
  • 13. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Mutual Funds House / Apartment Land Gold Employee provident fund (EPF) Your contribution to EPF may differ whenever there is change in salary. Hence enter each contributions separately. Period to Your contribution (Rs) Your employer’s contribution (Rs) Interest rate (%) 1 2 3 + - + + + Unit linked Insurance plans (ULIPs)+ + + + YYYY YYYY 8.5% Save & Add more Save Reset Aug 10, 2010
  • 14. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Mutual Funds House / Apartment Land Gold Employee provident fund (EPF) Public provident fund Yearly contribution Your contribution (Rs) Interest rate (%) 1 2 3 + - + + + Unit linked Insurance plans (ULIPs)+ + + + YYYY 8.5% Save & Add more Save Reset + Aug 10, 2010
  • 15. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT Complete your Profile & add Investments Steps Step 3: Add Transactions: Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better accuracy. Fixed Deposits Recurring Deposits Stocks Mutual Funds House / Apartment Land Gold Employee provident fund (EPF) Public provident fund Bonds Name of the bond Bond provider Invested on Invested amount Lock-in period (years) Interest rate (%) 1 2 3 + - + + + Unit linked Insurance plans (ULIPs)+ + + + Enter name Enter name Save & Add more Save Reset + + MM YYYY Aug 10, 2010
  • 16. TRACKTRACK YOURYOUR INVESTMENTSINVESTMENTS vasudevan.31@gmail.com | LOGOUT My account | Lifetime free (basic plan) Invite friends | Settings | HelpUpgrade Membership Summary Investments Liabilities Overall worth Settings Profile Reschedule mailers Change Password Membership Delete my account Help FAQs Seek support Suggest us Upgrade Membership Summary Investments Liabilities Overall worth The value of your investment is Rs. 90,59,679 As on 10th Aug, 2010 Aug 10, 2010 You haven’t recorded liabilities. To know your overall worth, you need to record your liabilities. Add now Add liabilities Cash in hand Value of assets Magic slider (100% Liquidity) (Movable & immovable) Know the future value of your investments by sliding up and down through the next 15 years. 2025 2010 + -
  • 17. Note: Magic slider is a tool to build futre value of your investments. The projections are based on the returns you got till the current year and these assumptions are need not be accurate. About Privacy Support Blog Contact trackyourinvestments.com © 2010. All rights reserved

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