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Lidha Didha Portfolio Management Software
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Lidha Didha Portfolio Management Software

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Product Specifications

Software TypePortfolio Management
PlatformCloud-based
User InterfaceWeb-based
Data SecurityEncrypted
ComplianceTax compliant
Supported AssetsEquities, Derivatives, Mutual Funds, Fixed Deposits
UsageManage personal and family investments, track account performance, and generate tax reports
FeaturesCloud hosted, Minimal requirement, Family reports, Graphical dashboard, FIFO reporting, Tax reporting, Account summary

Product Overview

Key Features

We are engaged in offering excellent quality Lidha Didha Portfolio Management Software to our valuable clients. Lidha Didha PMS facilitates you in managing all your accounting, investments and Income tax related requirements. LD PMS helps in record keeping from basic to more complex personal and family account management needs.

Investors can maintain their Portfolio of Equities, Derivatives, Mutual Fund, as well as Fixed Deposits for multiple Accounts with multiple Brokers / Banks under one roof.

Benefits :-
1-> Cloud Hosted solutions.
2-> Minimal technological requirement at the Investor's end to access the software.
3-> Family wise Consolidate Report.
4-> Dash Board a Graphical presentation of the performance of the portfolio
5-> Scrip wise FIFO based Report
6-> Scrip wise realized Profit / Loss for Short Term Capital Gain and Long Term Capital Gain Tax report for Income Tax
7-> Summary of Account at a glance
a) Details of Investment Summary,
b) Realized Gain / Loss
c) Speculation Gain / Loss
d) Holding Valuation at last updated Closing Rate
e) Transactions
f) Performance statement

Company Details

Apex Softcell (India) Pvt. Ltd., Registered in 2015 at Mumbai in Maharashtra, is a leading service provider of Software in India. Apex Softcell (India) Pvt. Ltd. is one of Trade India's verified and trusted names for listed services. With extensive experience in the field of Software, Apex Softcell (India) Pvt. Ltd. has made a reputed name for itself in the market with satisfactory Lidha Didha Portfolio Management Software, etc.
Focusing on a customer-centric approach, Apex Softcell (India) Pvt. Ltd. has a pan-India presence and caters to a huge consumer base throughout the country. Get Software from Apex Softcell (India) Pvt. Ltd. at Trade India quality-assured services.

Business Type

Service Provider

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Seller Details

Mumbai, Maharashtra

Sales Manager

Mr. Vipul Shah

Address

Office No. 501, Eco Space, Mogra Village, Near New Nagardas Road, Andheri (East), Mumbai, Maharashtra, 400069, India

portfolio management software in Mumbai

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Main Domestic Market

Maharashtra

All India

Payment Terms

Cash in Advance (CID)

Cash Advance (CA)

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