Asset Allocation And Planner

Asset Allocation And Planner

Asset Planning is a modular, fully scalable, integrated investment management system. It offers a unique combination of an extensive portfolio of functions with impressive flexibility that enables end-to-end processing of investment products from diverse asset classes including structured deposits, structured notes, bonds, mutual funds and insurance. The planner ensures unique customer definition, a single, unified view of the customer's portfolio across asset. Today all of them are busy .In this busy life people confused to manage their wealth. Using this software people can manage their wealth in a secured manner.

Modules

1. Administrator Module

Administrator will control over all operations of wealth management system. Admin can do following operations.

• Approve User

In this module administrator can view list of non approved users.

After checking availability of registration fees administration can approve users and can send sms about their approval.

• Block Users

Administrator can block a user whose validity expires and can send sms to the user before 10 days of validity expiry.

2. SMS Alert Module

In this module administrator can view details enters by user and can send Automated sms .

A User can take full advantages of wealth management system. The user side modules include:

3 .Registration module

In this module user can register into this module by giving a registration fees of Rs. 1000/ . Registration is valid only for 1 year. After that user can renew the registration by giving Rs. 500/- registered user can login to site after getting approval sms from admin.

4. Stock Entry Module

In this module user can enter share details like company name, share amount , current value etc. Every day user will get an alert about his current price of share. There is also an Option for Entering Mutual Funds Details and Amount invested in Each Mutual Fund Schemes.

5. Fixed Deposit

In this module user can enter fixed deposit details like fixed deposit amount, period, entered date, interest rate, bank name. After entering this details user will get an alert in return date.

6. Saving Deposit

In this module user can enter details about their monthly or half yearly or yearly savings like pension schemes, lic insurance, Post office Savings Scheme, and ULIP Schemes. The system will give an alert when next installment date occurs of each of the specified instruments. An Automated SMS sending module for reminders is also a part of this module.

7. Miscellaneous

In this Module User can Set for remainder of Renewal of Fixed Deposits, . User can enter remainder subject ,date and time.

8. Gold Bond & GILT Fund Module

In this Module the User will be able to Update the gold bond in his custody and also the different Gold Bond Funds.

9. Reports Module

In this Module all major reports like Separate Investment details on Individual Schemes Available, Renewal Time of Different Schemes like FD, Post office, Bonds etc, Profit made from each Individual Investments, Loss if Any form Investments, Individual Wealth Calculation and Net sum of Wealth Report.