Invest Plus Presentation Kit - Why you need it?

Are You FED UP with managing your personal accounts?
Do you find it hard to keep track of your Finance?
Want a easier & smarter way of managing your finances?
Are you Sure ? Than you need a one stop solution !!
IMAGINE having a 24/7 Personal Assistant to:
Manage your accounts for you & your entire family.
keep track of all your valuable investments, e.g. MFs, FDs, Insurance etc.
Follow the ups and downs of the Stock market.

Have a look at
how we make it possible
for you …..

WELCOME TO INVEST PLUS.
Your Personal Portfolio management Assistant.

Desktop
Gives the entire summary of your finance.

Organizer
Keep track of important dates and appointments.
PrintSchedule & set Reminders!!

Securities
Get quick reports on your shares and stock investment.

Graphical
Evaluate your finances in a Smarter way.
Get a 3D - Representation of your finances.

Its easy to Begin!

Create individual Member Accounts !

Select the Financial Year you want to work in.

How Invest PlusTM helps you maintain various Accounts?

Select your preferred account from the Account Library!

Manage accurate Inflow and Outflow of cash.

Get detailed reports on your banking account!

Generate your Annual Statements in seconds !

How you can Manage your Assets & Loans?

Manage all kinds of Assets that you own !

Store pictures of your valuable Asset!

Keep Record of your AssetMaintenance.
& Set Reminders !

Manage various Loans and keep track of it .

How does Invest PlusTMhelp you manage your investment?

Manage Certificates & Bonds.
KisanVikasPatra
IndiraVikasPatra
Monthly Income Plan
National Savings Certificate
Public Provident Fund
Recurring Deposit

Use an simpler way of managing F.D’s .

Insurance policies.

How to manage your Securities , F & O , & MutualFunds?

Manage own portfolio’s.

Directly Import Broker Bill !!
No need for any Manual entry now!!

Update Rates online.
Follow the Live Market!!

Get detailed reports on your Investment.

Use our expert utilities to manage F&O’s!
Auto F&O bill Import.
Update Rates Online.

Manage your Mutual Funds easily!
S.I.P.
Online Rate Update
Valuation.
Gains.

Extra
Utilities.

Statistical Report.
Gives you a Overview.

Maintain a Safety net.
Helps keep your Data Safe.

more…!!!
The Facility to generate 300 + reports in the format of Excel and PDF or directly print the ones you want.
Periodical Update which includes Improved Features.
We support More than 60+ broker house bills for Direct Import so you don’t have to go through the pains of Manual Entry.
Online Support by chat, mail or Help Line no.

Invest Plus TM
covers all the areas in which Finance is involved so we make it sure that you don't miss on anything.

There is lots more that Invest PlusTM can do for you with a single click.
www.investplus.in
Take Control
of
Your Wealth.
Call us for a free online demo @
80 0000 6688 Mail : info@investplus.in

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Invest Plus Presentation Kit - Why you need it?

by Invest Plus on Jun 12, 2010

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Invest Plus Presentation Kit - Why you need it? — Presentation Transcript