You work hard building
your wealth. FamilyWealthGuru  puts you on Top of the Game!

FamilyWealthGuru offers Portfolio Aggregation with Automatic Mark-to-Market Reports. An unbeatable combination of data security, zero manual work, no more spreadsheets and slice & dice capability.

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With direct Import from Contract Notes and Statements, FamilyWealthGuru is fully integrated with FACT ERP.NG: Portfolio Aggregation and Accounting, all in a single package.

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• All data resides on your Server

• Automatic Mark-to-Market Reports

• No cut and paste. No more spreadsheets. No delays.

Features

Wealth Dashboard

• Single-Click Realtime Reports

• Mark-to-Market Graphs with %ages

• Comparative Graphs with Indexes

• Historical Price Movement Graphs

• Market Watch: Candlestick & Volume

• Single Member & Consolidated Family Holding

  • By Asset Class

  • By Scrip

  • By Risk Rating

  • By Liquidity Rating

  • By Industry

  • By Country

  • By DP/Registrar

  • By Individual Lots

  • Long/Short Term Breakup

• Comparative Performances

  • By Members

  • By Member Groups

• Price Alerts: Online/SMS/Email

• Portfolio Rebalancing: Target vs Actual

• Automatic Market Rates

• Auto FIFO Handling

• Auto Speculation Trade Handling

• Internal Rate of Return (IRR): Target vs Actual

• Projected Cash Flow

• Interest Coupon Tracking

• Jewellery Tracking with Revaluation

• Upload Photos of Assets

• IRR for Property Investments

No Spreadsheets :: Zero Errors

• No more Cut & Paste

• No Duplication

• No Delays

• Contract Notes

• Mutual Fund Statements

• IAF Statements

Auto Import from PDF Files

Unlimited Benefits

• Access from anywhere via Web

• View, Export & Print

• Save as PDF & Email

• Automatic Multi-Broker Accounting

• Multiple Demat/Depository Holdings

• Automatic Asset Valuation at Cost

• Fixed Deposit Accounting

• Recurring Rent Invoicing

• Automatic Allocation of Taxes & Brokerage

• Integrated with FACT ERP.NG

• Automatic GST & TDS (Withholding Tax)

• Automatic P&L and Balance Sheet for easy filing of Income Tax Returns