Invest Plus Presentation Kit - Why you need it?
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This document promotes Invest Plus, a personal finance management tool that allows users to track their finances, investments, assets, loans, and more across their entire family. It provides a one-stop solution to manage accounts, keep track of investments like mutual funds and the stock market, generate reports, and get a graphical representation of your finances all in one place. Users can create individual member accounts, select financial years and accounts to manage, import broker bills, and generate statements to easily manage their personal portfolio.
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![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: ,[object Object]](https://image.slidesharecdn.com/ippre-100612053236-phpapp02/85/Invest-Plus-Presentation-Kit-Why-you-need-it-1-320.jpg)
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This newsletter discusses savings and investment planning. It emphasizes the importance of adequate savings to meet long-term financial goals with low risk. It profiles a client, Rajath, who was concerned about retirement. The advisor suggested he invest in a SIP for an "angel kid" which would grow to support his retirement. As of 2020, the "angel kid's" investments of Rs. 14.9 lakhs had grown to Rs. 38.46 lakhs. The newsletter encourages others to create an "angel kid" portfolio through SIP to fund their retirement. It also provides market indicators and answers questions about risk ratings and fixed income mutual fund options.
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Invest Plus Presentation Kit - Why you need it?
- 2. keep track of all your valuable investments, e.g. MFs, FDs, Insurance etc.
- 5. Organizer Keep track of important dates and appointments. PrintSchedule & set Reminders!!
- 6. Securities Get quick reports on your shares and stock investment.
- 7. Graphical Evaluate your finances in a Smarter way. Get a 3D - Representation of your finances.
- 8. Its easy to Begin!
- 9. Create individual Member Accounts !
- 10. Select the Financial Year you want to work in.
- 11. How Invest PlusTM helps you maintain various Accounts?
- 12. Select your preferred account from the Account Library!
- 13. Manage accurate Inflow and Outflow of cash.
- 14. Get detailed reports on your banking account!
- 15. Generate your Annual Statements in seconds !
- 16. How you can Manage your Assets & Loans?
- 17. Manage all kinds of Assets that you own !
- 18. Store pictures of your valuable Asset!
- 19. Keep Record of your AssetMaintenance. & Set Reminders !
- 20. Manage various Loans and keep track of it .
- 21. How does Invest PlusTMhelp you manage your investment?
- 23. IndiraVikasPatra
- 29. How to manage your Securities , F & O , & MutualFunds?
- 31. Directly Import Broker Bill !! No need for any Manual entry now!!
- 32. Update Rates online. Follow the Live Market!!
- 33. Get detailed reports on your Investment.
- 37. Valuation.
- 39. Statistical Report. Gives you a Overview.
- 40. Maintain a Safety net. Helps keep your Data Safe.
- 41. 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.
- 42. Invest Plus TM covers all the areas in which Finance is involved so we make it sure that you don't miss on anything.
- 43. 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