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Portfolio Management


Complete visibility on your finances is very critical in volatile markets whether it is for you or your clients. IPM allows you to manage your family investments or groups of your clients. Whether you deal with one broker or multiple along with your family member dealing with completely different broker, IPM allows you to manage transactions with unlimited broker base.

Various client portfolio reports show a complete picture on entire investments of all family members, help them decide on critical tax components and plan their investments based on market movements reflected in their portfolio.

Manage all your Investments ? Stocks, MF, FD/Bonds, F&O, Insurance, Gold/Silver...

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Portfolio Management Features

  •  All investments under one software
  •  Manage Stocks, Mutual funds, FD, Bonds, Insurance, Pension, Precious products, F&O
  •  Unlimited brokers, demat, folios, bank accounts
  •  Tax module for tax planning
  •  Auto-effect of corporate announcement on accounts
  •  Daily price updates
  •  AIMR standard reports