NETVALOR’ means net wealth. ‘MYNETVALOR’ my net wealth.
☆ Manage your investments be it Property, Jewellery, Shares, Mutual Funds, FD’s, Post Office Investments and various assets class
☆ Keep a check on liabilities like Home Loans, Vehicle loan, Personal loan as updated figures like closing balance, EMI’s, Interest , due dates are readily available
☆ Track absolute Business Income, Interest Income, Insurance, Salary, Capital Gain for all assets & portfolios
☆ You can easily analyse your Net wealth & Income using graphic representation.
☆ You can maintain individual portfolios & create portfolio group to view consolidated holdings
☆ View Balance Sheet & Profit/Loss Report of individual & all family member
☆ Transparency between family members on investment & income can be maintained
☆ Since this is web-based software all data is available with you. Confidentiality of valuable information can be maintained.
☆ Data can be easily made available to bank for raising of fund
☆ Data can be easily made available for preparation of income tax returns
☆ You can get reminders before the date of maturity of any investment and before the due dates of Insurance premiums and Loan Installments to manage your funds accordingly.
☆ Tracking of nomination of investments
☆ Information is useful for legal heir in future in case of contingency.
☆ Information can be maintained for number of years & easily available at any point of time.
☆ Since average cost of investment made is readily available, decision of buying & selling become easy.
☆ Useful for NRI’s and people working away from family to keep updating their family on investments
Bulk SMS 85%
Voice Call 65%
Digital Marketing 100%