Portfolio Management System

Simple PMS cater the needs of Individuals, who invest in something for him or his family, and Professionals such as Chartered Accountants, Financial Advisors, Doctors, Salaried People, Share Market Investors etc to manage their Personal Finance in a much efficient way.

SimplePMS Features:

  • Multi-user
  • Manage unlimited Family and unlimited Members
  • Manage Listed and Unlisted Companies
  • Manage Multiple DP Accounts
  • Auto Calculation of Speculation Profit
  • Auto Calculation of Short Term and Long Term Gain
  • Summarized entry of bill cum contract
  • Proactive charges, taxes and levies calculation
  • Charge on charge calculation
  • Facility to manage scrip-wise and/or bill-wise charges
  • Integrated and fully automated accounting system
  • Unconditional open books of account
  • End of year utility NOT required
  • Flexible and traceable corporate action module
  • Dividend tracing facility
  • IPO and SIP management
  • Windows Based Application