Invest Plus

Brand : Ideas Infosoft

4.8
5 Ratings & 5 Reviews
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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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Invest Plus Software Pricing, Features & Reviews

What is InvestPlus?

InvestPlus is a portfolio management software which complies with Indian finance laws. The software allows investors, no matter how new they are to the game, a gateway to financial management and accounting. The software simplifies complex business jargons to make the task of investment easy. It helps in managing portfolios and assets efficiently from a single platform. The portfolio management software facilitates personal accounting with a single click. Further, the software offers a multi-user interface to manage several portfolios of your family members.

InvestPlus provides features for loan management among other liability monitoring functions. The software consists of over 300 customized and insightful reports for investors to check how their investments are performing. Investors receive rate update balances with a zooming facility for final account statements to entry level vouchers. Lastly, this portfolio management safeguard all the investment data of the user.

How does InvestPlus portfolio management software helps in boosting finance management automation?

InvestPlus portfolio management software allows users to take control of their investments and take it in the right direction. It provides auditable and streamlined financial management for investors and simultaneously ensures that the user gets complete visibility into their financial performance. The software helps with:

Personal accounts
Asset management
Investment management
Securities
F & O
Mutual funds management
SIPs
Loan reminders
Professional scheduler
Financial appointment diary

InvestPlus allows users to categorize their transactions and set budget limits to manage and track the expenses. It splits transactions across various categories for efficient visibility. The software helps in scheduling recurring transactions, such as, mortgage and paychecks. Another key aspect of using InvestPlus is that it provides the information regarding where the invested money is going. It provides information in detailed statistical and graphical format for easy reading.

What are the areas that InvestPlus portfolio management software for Indian stock market help with?

Here are a few areas that InvestPlus assists investors with:

Full cycle bookkeeping
Financial statement preparation
Cashflow analysis
Ledgers and journals
Bank reconciliation statements
Asset valuation and management
Loan management
F&O, mutual funds status, and securities
Organizing personal information
Scheduling

What is the price of InvestPlus Portfolio Management Software?

The price of InvestPlus is available on request. Please request a call for further inquiries regarding the price related information.

Invest Plus Pricing & Plans

Invest Plus price is available on request

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Invest Plus Features

Portfolio Management

InvestPlus works as a single platform to manage all the financial portfolios of the investor. From loans to insurance to SIPs,

Bank Reconciliation

Investors can directly import their bank reconciliation statements for all the investments through this portfolio management

Full Cycle Book Keeping

The software allows users to manage bookkeeping for the entire financial term efficiently.

Scheduling

Investors can schedule investments, meetings with brokers, report generation, etc.

Financial Goals

This portfolio management software enables investors to set financial goals and make the investments accordingly.

Ledger Keeping

InvestPlus allows investors to manage their ledger records accurately. It records every single change or advancement in their

Accounting Module

The software helps make personalized bookkeeping easy. It records every transaction and maintain all the details of accounting

Financial Analysis and Reports

Investors can check whether they have achieved their financial goals by the end of the term, and it provides minute details to

Asset Management

The portfolio management solution provides a clearer picture of all the assets and their reports regarding depreciation,

Loan Management

Investors can also manage their loans with this software. It generates reminders for due payments on monthly basis and records it

Insurance Management

InvestPlus makes it easy for the investors to keep tabs on their regular investment related payments. It covers all the basic

Stock Management

The software allows investors to manage their stock investments and check their prices regularly. It can directly import broker

Mutual Fund Investment

Investors are not required to import data externally from mutual fund It automatically manages SIP records and ledger accounts

Special Features

The software offers features to plan and schedule different investments.

Invest Plus Specifications

Supported Platforms :
Device:
Deployment :
Suitable For :
Business Specific:
Language:

Windows
Desktop
Web-Based
Finance
Banking
English

Invest Plus Reviews

Have recommended this product

Overall Score

4.8/5

Based on 5 Reviews

Features 4.4/5

Value for Money 4.7/5

Ease of Use 4.4/5

Customer Support 4.7/5

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “Quick and User-friendly support. All my expectations were met.” Lalit Yadav - Aug 1, 2018

Cons

cons_icon “No billing GST tds reconciliation staff HR attendance and Prof tax.” Siddharth Rajkumar - Jan 25, 2024

Siddharth Rajkumar

Verified reviewer:

Founder, Legal Services

2-100 Employees

Reviewed on: Jan 25, 2024

4.5/5

“Above average software.”

Pros : The software has some features which are not available in any software. Eg you can just upload the photo of assets. They have good details of assets shares investments etc. no other software has it. But to be dynamic there are more needs like invoicing for professionals GST TDS staff payments etc. I have been using this software for more than 10 years and wish to add features. Prices are the best.

Cons : No billing GST tds reconciliation staff HR attendance and Prof tax.

Reason to switch : I am happy with it but feel that time has come for a single composite software with option to delete what is not needed.

Features

4/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

4/5

Mohini Shete

Verified reviewer:

User

Reviewed on: Feb 19, 2019

4.5/5

“Amazing service”

Pros : I bought Invest Plus software from techjockey, Delhi. It is best. All features are great. Support is also excellent . They all are very friendly. I would say please suggest your friend to go for this software. Thank to TECHJOCKEY TEAM.

Cons : NO CONS

Features

4.5/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4/5

Navdeep Chawla

Verified reviewer:

User

Reviewed on: Oct 3, 2017

5/5

“simple & starightforward to use”

Pros : Techjockey helped our company match up with the best software to fulfill our needs. Now we are able to better manage our business. The support team at Techjockey sure know what they are doing and they know the right answers. Everyone there deserves a raise. Thank you so much for all you have done to help our business head in the right direction. Keep up the great work!!

Cons : N/A

Features

4/5

Value for Money

5/5

Customer Support

4.9/5

Ease of Use

4.6/5

See all Invest Plus reviews