TCS Ex Perl Investment Manager:

The New E.X. Personal Investment Manager from Tata Consultancy Services.

For the first time, a Software that manages your accounts and investment portfolio.

Balancing accounts and an investment portfolio is a cumbersome task. Any investment made at any point in time must reflect both in the investment and the accounts records. Plus, there's the task of keeping track of investments, income due dates, payment dates, market rates, etc. A handful of task - and time consuming too. What is required is a seamless integration of accounting and investment modules.

Key Features Of Investment Manager:

Tata Consultancy Services (TCS), Asia's largest software and services company has gained rich learnings and experience of over two decades in the field of developing and marketing accounting software under the E.X. flagship. And the new E.X. Personal Investment Manager is the result of that experience and research. It is the only portfolio manager with an integrated accounting module. The all new E.X. Personal Investment Manager (E.X.PIM) is ideal for individuals, investors, small sized business proprietors and professionals. With its seamless integration of accounting and investment modules, the E.X. Personal Investment Manager covers the following investment types :

Deposits: National Savings Certificate (NSC), Kisan Vikas Patra (KVP) and Fixed Deposits

Bonds/Debentures: Government Bonds (G-Sec) and Infrastructure Bonds (Tax Saving - Sec 88 Bonds)

Mutual Funds: Regular Income Funds, Growth Funds, Debt and Equity Funds.

Shares: All types of shares and Primary or Secondary market transactions.

Recurring Investments: Public Provident Fund (PPF), Pension Fund (PF) and Postal Funds.

Insurance Policies: Life Insurance (Endowment / Money Back Policies).

Loans : Housing, Car and Personal loans with pledge.

Other Investments : Gold, Real Estate and any other investment.

User Friendly Features :

The E.X. Personal Investment Manager comes with a wide range of extremely user-friendly features, such as:


Payment Alerts :

It alerts the user for income due dates and maturity dates. It is also directly linked to the transactions.
Investment Tracker: The E.X. PIM enables lot wise and location wise tracking of investments.

Flexi Deposits :

It enables the user to maintain deposits having various interest combinations (fixed/ floating with varied compounding frequency with maturity value calculation).

Debenture Manager :

The E.X. PIM helps in redemption and conversion of debentures.

Market Rate Update :

It provides daily market rates update for securities listed on BSE/NSE for monitoring and control via the internet.

Interest Watch :

The E.X. keeps a close watch of TDS Certificates and Interest accruals and receipts for personal loans with pledge details as well as interest accruals and receipts for recurring investments.

IInsurance Policy Support :

It supports endowment and money back life insurance policies with varies premium frequencies.

Loan Monitor:

It also helps the user to monitor and keep track of loans taken with interest accruals, payments and pledge details.

Investment Plus Tracker:

The E.X.PIM also keeps track of other investments such as real estate, gold, vehicles, etc.

Smart Finder:

Also, the E.X. PIM helps the user to search for the required transaction very quickly and easily on the basis of document type or instrument type or a mix of both.

Additional Features:

The E.X. Personal Investment Manager generates extensive reports on the following parameters:

Summary & Consolidated Report - For Multiple members - giving Networth Valuation with complete drill down.
Price Movement - Displays the stock movements in a particular exchange and particular period.
Growth - Displays accrued as well as received income/growth lfor investments.
Capital Gains Report with indexation.
Location wise Holdings Report - Tracks the location of physical instruments.
Stock Reports and instrument ledger - Gives the exact position and status of each instruments.

System Requirements: IBM Compatible with Pentium III or higher Windows 95/98 or NT 128 MB RAM SVGA colour monitor (Recommended) CD ROM Drive 350 MB Free hard disk space