Why you should track your Money & Investments?

If you are serious about your personal finance 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 the details of your Money, Investment & Assets.

What device you need?

This Tracker in offline, hence you can download 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.

By this tracker you can maintain all your Money, Investment & Asset details by yourself confidentially as this tracker is offline and password protected.

What is “Premium Investment Tracker”?

The “Premium Investment Tracker” is a Pre-Designed Excel file for tracking your investment made in different banks, institutions, properties, lockers, Retirement benefits etc.. ( Investment tracker is for India )

This Money, Investment & Asset tracker is a Pre-Designed single 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 typing skill can easily understand and can able to use it.

With this Investment Tracker Excel, 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 and other fields.

You can see your investment details 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.

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

Document’s Management

We generally forgot to organize investment documents. By this method you can keep scan of all your investment in organised way and any time you can see the investment Certificates.

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.


One-time investment of just Rs 1500/- will solve all your problems.

To Understand each and every feature, please watch this Youtube Video.

Why do you need “Premium Investment Tracker”?

  • 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.
  • You will get updated about your financial 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.
  • To keep you updated about your money & assets.
  • A single Excel file will maintain all your investment details at one place.
  • This method is maintenace free and need not to pay any AMC 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 may keep scanned copies of your investments & Assets documents.

Get an effortless income

Organizing and habit to track your money can give you a new source of income. These earnings become significant in your life when it grow to the level where you can meet your expenses towards all your needs & take care of all the responsibilities.

Yes, it is true…..

To get this effortless income you need to develop a habit to monitor your money & investments.

You need to track and update your investments regularly so you can plan your investments properly and get good returns.

By this Investment Tracker Excel you can become a Smart Investor

You are earning money by different ways and means. When you get this hard earn money, generally first you are spending for your basic needs and responsibilities. Balance money you are saving for buying assets and for future security.

If you smartly invest this saved money in different investment options where your hard earn money is reasonably secured then it will give you a new source of income. This earning on the invested money is known as “effortless Income” which you can generate without any physical efforts.

To become a Smart Investor & to get an effortless income, regular tracking of your investments is very necessary which can only help you to track & plan your investments.

This tracker will keep you updated about your investments and make you a smart investor.

Start your investment journey just at Rs 1500/-.

So just get the “Premium Investment Tracker” now.