Personal finance software india

Our team has done an extensive research on the subject and here we list below some of the most popular Personal Finance software from India in no particular order :.

It manages multiple individual and group portfolios, simplifies integrated accounting and import contract notes, mutual fund statements from over sources.

It is an installation based software which cost starts from Rs ManageMe is an easy to use personal finance software that can track and categorize all your transactions and also manage your personal budget. It is very simple to use, safe, affordable and have logical interface. MyUniverse is a cloud based personal finance software of Aditya Birla Money. With Myuniverse all your financial information is stored safely. It is designed to protect the confidentiality, security, and integrity of your personal information during storage and transmission of your information.

CRM Software: Customer relationship management helps businesses oversee and execute various tasks, including interactions, communication, and networking with potential, new, and existing customers.

It also helps in the tax calculation of every staff and performs other tasks such as generating automated payslips and reports. Stock Market Software: Stock Market Software assists investment firms and independent investors perform various tasks such as market research, screening of stocks, market prediction , and much more.

Q1 - Which is the best portfolio management software for Indian stock market? There are several portfolio management software solutions available in the market. However, the ideal management software for a particular business depends on the organisational requirements.

Therefore, it is crucial to check for various points before choosing a portfolio management system for your business. For instance, an entry-level firm or investor aiming to grow their portfolio would require a different solution than a seasoned trader who knows the nuances of Indian stocks, options, and futures. Q2 - Are there any open source investment portfolio management software available? There are numerous open source investment portfolio management software solutions available in the market, such as Macroaxis.

Q3 - What is the difference between a wealth manager and a financial advisor? Financial advisors are professionals who provide personalised finance and investment-related suggestions to individuals in exchange for a commission. They work independently or as a part of a company.

A wealth manager, however, is a specific kind of financial advisor who works for high net worth people such as illustrious business. Get Free Demo. Write a Review. Get Free Advice. Buy Now. MProfit By Mprofit 4. Show Price. Invest Plus By Ideas Infosoft 4. What is Investment Software?

Investment Management Software Comparision. Compare Now. Keep your finances sorted. Divide assets into distinct accounts and individually monitor cash flows to and from each. Control the operability of accounts by archiving them or keeping active.

Balance off accounts by transferring funds between them, to make sure none are heavy on credits or debits. Get timely reminders on transactions. Have alerts sent to you for due or overdue bills, addition of income, increase in liabilities, exceeding a spending limit, and more. Tune the app to your needs. Wealth Management is both a science and an art that can be mastered with only the right tools. You might find our previous articles on how to approach wealth management informative if you are new to this field.

If you are a spendthrift looking to reign in your splurges look for no further our guide on saving money. Until , Intuit Money Manager was the undisputed leader in this space along with Mint. However, in February , the Intuit Money manager was shut down and was replaced with Quick-books.

It is the leader in the expense tracking space and provides the back end solutions for financial giants involved in Wealth management like Reliance Capital, Aditya Birla Money and Bajaj Finserv. It can be used to monitor your spending habits along with your investments. This personal expense tracker is the most popular service online and provides support for budgeting by allowing you to auto-update your bank and credit card accounts.

You can also create spending limits and save money by using this application. This handy pocket expense tracker is the highest rated among its peers and commands unrivaled loyalty among its user. The main reason why it is the most preferred personal finance manager is that it integrates with more than different e-statement formats issued by banks, credit card companies, financial institutions and brokerages in India.