Features:

·          Managing personal information of all investors and managing family tree

·          Add/Edit/Delete investments like Shares, Mutual Funds, Insurance, NSC, PPF, Bank Savings and others

·          Search by name, joint account, investment and date

·          Profit/loss for individual investments and for individual person

·          Calculation of share of each investor in investment

·          Alarm investor for due dates of premiums and others

·          Reports: family-wise, person-wise, date-wise and investment-wise & financial summary