Managing your Wealth has never been simpler.
Family Wealth Guru provides a
bird’s-eye view of your investment portfolio, so you can make data-driven decisions to grow your wealth.
Portfolio Management
Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations
Wealth Dashboards
Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations
One System, One Solution
Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations
Seamless Portfolio Management
Track Every Asset
We mean every asset:
• Stocks
• Bonds
• Fixed Deposits
• Mutual Funds
• Bullions

• Properties
• Private Equity
• Jewellery (including revaluation)
• Commodities
And More
Instant Portfolio Aggregation
Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations. Further categorise your Portfolio by:
• Asset Class
• Scrip
• Risk Rating
• Liquidity Rating
• Industry
• Country
• DP/Registrar
• Custom Classifications
Monitor Assets with Ease
Get Online, SMS, Email or WhatsApp Price Alerts for Quoted Assets.
Easy Portfolio Rebalancing
Analyze your Top N Assets to quickly rebalance your portfolio. Generate Reports to show Target versus Actual Percentages and IRRs by Asset and Asset Class, view IRR for Top N Assets and analyse Comparative Performances of Members and Member Groups.

 

Powerful Wealth Dashboards
Mark-to-Market Reports...
Market rates are automatically updated, so you can generate instant Mark-to-Market Reports with percentages, with a provision to enter daily or monthly Estimate Market Rates for Unquoted Assets.
...And More Intelligent Investment Tools
Analyse your investments with Project Cash Flow, Comparative Graphs with Indexes, Historical Price Movement Graphs, Candlestick and Volume Market Watch and What-If Scenarios.
Real-time Reports
All Reports are a single click away and drill-down to the transaction level from all reports.
One System,
One Solution
One Click Import
Save time with instant imports of Contract Notes, Mutual Fund Statements & IAF Statements from Custodians. Purchase and Sales Transactions are intelligently imported with auto-updation of Custodian accounts.
Integrated Accounting
Generate Profit & Loss Account, Balance Sheets, Auto-update Bank Balances, monitor Tax Compliances, prepare Tax Returns instantly and much more. Learn more about FACT ERP.NG
Control over your Security
Take complete control over your security. Family Wealth Guru is installed on the server of your choice - either-on- premise or in a private cloud. You have total control over the firewall, VPN access or any other levels of security we wish to implement.

Want to learn more?
Contact our Wealth Management Consultants today

WHAT MAKES US DIFFERENT

Fully integrated with
FACT ERP.NG

Family Wealth Guru is seamlessly integrated with FACT ERP.NG so you can manage your entire business operations from just one software.

We hold ourselves to a high standard and promise to fix any bugs across the entire FACT ecosystem within seven business days. If we don’t deliver, we impose a financial penalty on ourselves.

Whether you’re an Investor, Office Manager or Strategy Advisor, we’ve thought about your needs. We’re constantly optimising to improve your productivity.

Quality Assurance Statement

User Experience is
our Bottom Line

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