FundExpert

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Starting at ₹ 7000

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Save upto 28%, Get GST Invoice on your business purchase |
T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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Powerful investment management platform that leverages advanced algorithms to provide personalized fund recommendations tailored to individual financial goals. ...Read more

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FundExpert Software Pricing, Features & Reviews

What is FundExpert?

FundExpert is a feature-rich investment management software deployed for managing financial assets and investment portfolio of the financial sector. The investment portfolio management software ensures paperless onboarding, portfolio re-balancing and one-click mandates for financial advisors and sub-brokers.

It is the highest-rated and most powerful software for IFA and MFDs. It has all the powerful reports and back-office features required by an IFA. The best part is that the FundExpert app and web can be used by their end investors too. It is a one-stop solution for IFAs to manage and scale their business.

FundExpert financial management software also provides a multi-asset platform and end-to-end customized solutions for goal tracking & portfolio monitoring.

The investment portfolio management software further makes it easy to upload CSDL/NSDL files, download investment proofs, and track goal-based investments. FundExpert investment management software lets you access integrated tools for tracking audit compliance, investment funds, and portfolio activities. You can also use the software for collecting marketing insights.

Why Choose FundExpert Investment Management Software?

Customizable modules for integrating in-house research with advisory services.
RTA sync-up, custom thematic baskets, and portfolio monitoring & analytics.
Investment tracking for individual investors and asset managers.
Single dashboard for tracking model valuations, liquidity, and performance of assets.
Compliance reporting for auditing the regulatory data.
Customer’s portfolio for purchasing & tracking the bonds and stocks.
Option for monitoring time asset prices and capital allocation.

Benefits of FundExpert Investment Management Software

Real-time analysis: FundExpert tracks in real-time the accounts for performance analysis of portfolios and calculating the gains and losses.
Single interface for monitoring investments: The investment management software offers a single interface for grouping and categorizing the portfolios for investment monitoring.
Stock market tracking for better decisions: The investment portfolio management software supports quick tracking of potential securities portfolio for better stock market decisions.
Fund research tool: The module makes it possible to assess if or not a fund is performing well. This in turn helps new investors make better investment decisions.
Flexible save & search: The flexible option helps with quick search and saving of funds for future references.

Key Functionalities of FundExpert Software

Stock portfolio upload
Investment proofs for IT returns
Tax-free capital gains
Calculated risks for right asset allocations
Expert algorithms for market alerts
Single profile system for portfolio management
E-mandate, XSIP & ISIP for auto-payments

Who Can Use FundExpert?

Investment and wealth managers and their end clients
Stock brokers and their end clients
Banks, financial institutes and their end clients

How Does FundExpert work?

The latest version of FundExpert is primarily used for portfolio monitoring, tracking, re-balancing and management. It has an intuitive interface and is simple to use. FundExpert can be easily integrated with your existing systems to ensure a smooth workflow. For more information, you can also refer to user manuals and take online FundExpert demo at Techjockey.com.

How to Use FundExpert?

Get started with FundExpert in 5 simple steps:

Step 1: Buy FundExpert installation key from techjockey.com

Step 2: Directly login through the official website

Step 3: Sign up & create your account

Step 4: Add users & assign permissions

Step 5: Get started with FundExpert

FundExpert Pricing

FundExpert price in India starts at ₹7000. FundExpert comes with multiple pricing plans and caters to a diverse customer base.

The pricing of FundExpert may vary based on factors like customization, additional features required, the number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.