AUTO INVESTMENT TRACKER WITH DASHBOARD

Description : -

You can use auto investment tracker to Keep track of your investments in an organized manner, improve your financial planning journey and achieve your financial goals.

Are you looking for a simple & best investment tracker for fixed deposit / recurring deposit / investments maturity auto due date reminder?

If yes, then your search will complete here. No need to remember any FD / RD / Investments maturity due dates, simply relax.

Auto Investment Tracker reminds you the maturity due dates as and when this utility is run.

Special Offer - Free 10 days Full Version Download (Try it Now!!!)

:  Auto Investment Tracker With Dashboard 

Password to open file : user33

Note: Due to Process of Activation file may show "Activation message" on 1st time start, Please reopen the file after 10 minutes, if continue show same message thereafter then you may contact us.

Salient Features:-

     v  Prevents user from duplicate & invalid data entry.

v  Maintains fixed deposit & recurring deposit records of any bank.

v Maintains all type of investments maturity due dates.

v Auto fixed deposit interest calculated for daily/monthly/quarterly/half yearly & yearly.

v Auto month and year wise 5 year’s summary dashboard for all investments maturity dues.

v All investments customers wise detailed maturity and interest receivable summary option on dashboard.

v  Print / export data and reports on single click within 40 sec.

v Beautiful summary dashboard in applications home screen.

v  Budget analysis – Budgeted Amount with Actual Investments & show Variance in %.

v  All investments soft copy viewed with single click.

v  Easily maintain all types of investment maturity due dates.

·    Kisan vikas patra scheme (KVP)

·  National saving certificate scheme (NSC) 

·  Postal saving account scheme (PSA)

·  Public provident fund scheme (PPF)

·  Senior citizen saving scheme (SCS)

v Built in excel format platform & easy to use.

v Aids in Achieving Financial Goals

v Facilitates Better Investment Planning

v  High level security.

v  Backup in single click.

v Affordable Price.

v User Friendly.

v   Privacy Policy :-   View  /  Download

   Click image to view in zoom mode.

 

Note:-  

Recommended to Run Only Microsoft Excel 2013 or higher version.

License Pricing*:-

* License Pricing are exclusive of GST and AMC charges.

* We always recommend for buy of our Subscription only after satisfying in demo version.

 If you have any questions, please feel free to reach out to us using the following contact details.

Jigar D shah  +91 9619192180

shahjigar33@gmail.com

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Also Read:

Financial freedom must for every individual Article.

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* DISCLAIMER:

We have only listed the investments products names in our blog. The information/contents on this blog are intended for general information purposes only. Please read the scheme related information carefully before investing. However we reserves the right to remove the investments products names from the listing.

Kindly feel free for clarifications if any or Write to us if you’re any suggestions / feedback at shahjigar33@gmail.com

   ***** Thank You *****

Financial freedom must for every individual.

The world has learnt its lessons from an unprecedented pandemic, COVID-19. There will be huge changes in our personal as well as professional practices across the globe. If you have not learnt from it, then it is a missed opportunity.

Although there are a number of things on which we can go on discussing, I will limit the scope of this article to one's financial planning. I am going to discuss today only financial planning.

Everyone loves his family the most and whatever we do is generally done keeping in mind the wellbeing and happiness of our family. But are we doing enough? Are we investing enough to secure our future? Are we insured enough to secure our health and secure our family's wellbeing in case we are either critical or no more? Are we financially ready to face such pandemic like situation in future?

Why is financial planning, a must for every individual?

There's a famous quote of Winston Churchill which says 'Failing to plan is planning to fail' which shows the importance of planning. And when it comes to financial planning, every individual should be aware of the importance of it.

Financial planning helps to meet your short-term as well as long-term financial goals and in case of failure to meet these goals, financial planning helps to create a rescue plan so that it can fulfil all its financial objectives.

So, here are some major reasons which tell us that why the planning of finances is helpful for us as below:-

a)    Managing Inflation b) enjoy Retirement life c) Payoff your Debt d) Save Taxes e) meet your short-term as well as long-term financial goals etc.

So now classify Investments into 2 types. Long-term 30% and short-term 70 %

Long-term investments are to be made for your retirement, buying house, acquiring assets, paying off a Loans, Saving for a child’s education etc. that would give you financial freedom.

Short-term investments are for something that you would need in immediate future like some medical emergency, Emergency fund, wedding, Minor repairs and home improvements, Travel etc.

While working on above step, please consider Tax planning and insurance in it. Because it’s important to plan how to save the investments from misfortune.

Let's talk about investment first.

A)   Investments :-

Many people live lavish lifestyle, spend heavily, buy things which they can't afford or even don't need. When some adverse situation like current pandemic comes and they can't earn their regular income even for a month or two, their so called lavish lifestyle creates breathing problem for them. Many even can't afford to pay their EMIs for home loan or car loan or any other loan. They were so well off, they shy away to ask for help from their near ones.

Why we can't plan our finances well? Why we spend without first saving for our future? The formula for our cash outgo (total spending) should be total earnings less total savings. So if your formula for total savings is total earnings less total spending, please change the formula. Have a target for savings and stick to that at any cost.

Let's summarize about the investments products one should choose.

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1.      Provident fund (PF / PPF) :

2.      Fixed / Term Deposits :

3.      Recurring Deposits :

4.      National Pension Scheme :

5.      Gold / Silver /Jewellery / Stone :

6.      Real Estate :

7.      Investment in share market :

8.      Investment in Mutual Funds :

9.      National saving certificate scheme (NSC) :

10.   Senior citizen saving scheme (SCS) :

11.   Monthly income scheme (MIS) :

12.   Kisan vikas patra scheme (KVP) :

13.   Sukanya Samridhi Account (SSA) :

14.   Bonds :

15.   Debentures :

 

Now talk about Insurance.

 B)   Insurance :-

There are basically two types of insurance which are unavoidable.

Let’s summarize about the Insurance products one should choose.

 1.       Heath Insurance :

 2.       Life Insurance :

 

Now that you have done everything. You have the biggest task to do. Follow the above plan throughout the year monitor your plan, correct it for better, and stick through it.

We wish you to achieve your financial goal with freedom !!!

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DISCLAIMER:

We have only listed the investments products names in our blog. The information/contents on this blog are intended for general information purposes only. Please read the scheme related information carefully before investing. However we reserves the right to remove the investments products names from the listing.

Kindly feel free for clarifications if any or Write to us if you’re any suggestions / feedback at shahjigar33@gmail.com

 

******** About Us ********

We are Passionate about finance and hence we develop investment related excel utility to achieve financial goals for the benefit of people in India and around the World.

You may download our software full version completely free for 10 days, from below link.

https://jigardshah.blogspot.com/2015/11/auto-investment-tracker.html

Kindly feel free for clarifications if any or Write to us if you’re any suggestions / feedback at shahjigar33@gmail.com