Why you should track your Money & Investments?
If you are serious about your Personal Finance and Financial Security then ask these questions to yourself about your money……….
- How much money do I have till today ?
- How much money do I have in which bank or Institution or Scheme ?
- Who are the nominees of my investments?
- How much earning per month I am getting from my investments ?
- How much cash is available to me for emergency needs ?
- How much corpus of retirement do I have till today ?
- How much money I have invested in Real Estate Properties ?
- What is the present value of my Real Estate Properties ?
- How much monthly Rental income I am getting from all my Real Estate Properties ?
- How much corpus of retirement do I have till today ?
- How much gold, Silver …..etc I have and I kept where ?
- What is the present value of gold,silver ?
- What is in my bank Lockers ?
- How my Spouse or Successor will come to know about my money & investments after me ?
- If I am having all the details then I can plan my investments properly and get good returns ?
- Where is the personal info of mine & my family members like PAN, Aadhar, Passport, Driving Licence, birth certificate etc.?
These are the very basic questions which we generally we do not know correctly. This is happening with us as we do not know the right mechanism to maintain it.
Now by “Premium Investment Tracker” you get to know all answers of your questions. Get to know every detail of your Money, Investments & Assets.
What mainly you get to Know by “Premium Investment Tracker”?
- Your financial net worth as on date.
- All minor details of your investments.
- Income per month by all your investments.
- Investment document management.
- User ID & Password management.
What is “Premium Investment Tracker”?
The “Premium Investment Tracker” is a Pre-Designed Excel file for tracking all your investment made in different banks, institutions, properties, lockers, Retirement benefits etc.. ( Investment tracker is for India ).
This Money, Investment & Asset tracker is a single pre-designed Microsoft Excel file that contains a few sheets inside. This money tracker Excel file is as simple so the person who has basic knowledge of Microsoft Excel or simple typing skill can easily understand and can able to use it.
What precisely you can maintain in It?
With this pre-designed excel, you can maintain details of all your investments in Banks, Post Office, Recurring deposit ( RDs), Public Provident Fund (PPF), Insurance policies, Systematic Investment Plan (SIP), Mutual Fund, Stocks, Bonds, Cash, Bank Lockers, Retirement Corpus, Real Estate investments, Gold & other valuable metals, etc. It will remain with you as records.
You can see holistic view of your investment by few auto generated statements. You only need to fill the details of investment which pre-designed excel is asking you to fill. Once you feed investment details in particular sheets, all the statements will get updated automatically. Internal automatic calculators will auto calculate per month income from your money, investment & assets.
What kind of people can use this Tracker?
With this Tracker, you can maintain detailed information of your money, investments & assets even though if you are of non-accounting background, working in companies/corporate/business/ startups having different positions and skill sets like IT, Technical, Marketing, Manufacturing, Medical, Doctor, Writer, Social media influencers, celebrities and any other fields.
What device you need?
This Tracker in offline, hence you can download and save in your PC/Laptop/Tablet/Hard Drive/Mobile/Pen Drive. After downloading, you can fill all your investment details and further you need to only update at the time of new investment or renewals.
Is my all data is secured & protected?
Yes, your data is completely secured as this tracker is offline and password protected. By this tracker you can maintain all your Money, Investment & Asset details by yourself confidentially. You can save and can use it.
How it can help in Document Management?
We generally forgot to organize investment documents. By this method you can keep scan of all your investment in organised way by putting just document scan number and any time you can see the investment documents/ Certificates like FD, Investment documents, property, Aadhar, PAN or any such kind of document.
How I can do Password Management?
We generally forgot to remember user ID’s & passwords, registered email, etc. Now by this tracker you can safely keep records of all your ID & password with all details of your banks, online portals, social media accounts, Gmail or other email ids, hosting/website/Wordpress accounts, etc.
What do I do if I face any difficulty while operating?
You will get a “Operating Manual” along with tracker so you can able to resolve your query. Still if you are facing any difficulty, you can connect with us by Whatsapp Chat – 7842260834
It’s time to TAKE CONTROL OF YOUR MONEY NOW
One-time investment of just Rs 1500/- will solve all your problems.
To Understand each and every feature, please watch this Youtube Video till end.
Why do you need “Premium Investment Tracker”?
- You will get to know each and every details of your money, investment & asset which generally you able to remember.
- You will get updated about per month income from all your money & investments which is very necessary to monitor your Financial Security and investment planning.
- Nowadays most of the investments we are doing online and not keeping any physical hard copies. If any time some error occurs or if you are not able to access the details of your investments online then you will be completely blank about your investments. But if you are having and updating this tracker regularly then you can reach to the details at any time to your investments/ investment documents.
- It keeps you updated about your money & assets and financial net worth.
- Once you have these details, you can plan your investments properly.
- You can remember to re-invest your investments on maturity.
- It will built a habit in you to monitor your investments which can enhance your effortless income.
- A single Excel file will maintain all your investment details at one place.
- This method is maintenance free and need not to pay any annual maintenance charges.
- Keep back-up of your all investment document and help you to organize properly.
- You need to fill only details of your investment. Rest all the work will be done by this auto tracking system which appraise you about income per month and statements will give you clear picture of your money.
What you can able to see in “Premium Investment Tracker” ?
This “Premium Investment Tracker” will highlight and appraise you about
- The available money with you as on date.
- How much money or investment in which banks or institutions.
- How much tentative earning you are getting per month from your investments.
- You can maintain details of investments made in Banks, Post Office, Recurring deposit ( RDs), Public Provident Fund (PPF), Insurance policies, Systematic Investment Plan (SIP), Stocks ( only basic details), Bonds, available Cash, Bank Locker, Retirement Corpus, Real Estate investments, Gold & other valuable metals etc.
- Every detail of your investment like investor name with joint holders, Investment number, Bank or institute where you have invested, investment date, maturity date, applicable interest, nominees, etc.
- Investment details of your real estate properties in detail.
- How much rental income getting from your Property & Assets.
- Status of your retirement benefits and Corpus
- Status of your investment in Gold and other valuable metals.
- Bank Locker details and what you kept inside.
- While maintaining this tracker, you must keep scanned copies of your investments & Assets documents.
Organise your Personal Finance by self just at Rs 1500/-.
Get the “Premium Investment Tracker” now.
