Financial portfolio management is a comprehensive strategy that involves planning, organizing, and overseeing investments to meet specific financial goals. SAG Infotechs EazeMax software handles all financial asset documents on one platform, allowing you to manage all databases efficiently.
Successfully managing a financial portfolio is not without its challenges. Recognizing and addressing these challenges is key to maintaining a well-performing portfolio.
Managing investments scattered across various accounts, including mutual funds, shares, commodities, and different Demat accounts, can be complex and time-consuming.
Accurately calculating profit and loss, tracking portfolio returns, and assessing risk exposure can be difficult without specialized tools.
Lack of access to real-time data and analysis tools can hinder informed decision-making.
Tracking and managing investments across different asset classes (mutual funds, shares, commodities) can be complex.
Maintaining accurate records of investment transactions, buy/sell details, and supporting documentation can be cumbersome.
Investors may lack the financial knowledge to interpret data, analyze performance, and make informed decisions.
EazeMax Software helps user to Track the Notional Profit & Loss of their existing holding Investments Through Portfolio Management. User can manage his as well as his relatives portfolio investments at one place. EazeMax basically divides Portfolio into Three parts viz: Mutual Fund, Shares & Commodities etc
Factors such as inflation, interest rates, and GDP growth can directly affect market conditions and asset performance.
Geopolitical developments, regulatory changes, and political instability can create uncertainty and disrupt markets.
Staying informed about these developments allows for timely adjustments to portfolio strategies.
EazeMax helps User to manage his or his relatives existing holding portfolio related to Mutual funds. Through this one can find the Fund Name, Fund Type, Fund category, Folio No., Houlding Units, Weighted Avg Price, Current Market Price, Notional Profit & Loss & absolute return. User can also maintain the Buy /Sell details of Particular Script of Mutual Fund.
Assessing various risks, including market, credit, and liquidity risks, is crucial for maintaining portfolio stability.
Finding the right balance between risk and return, particularly in unpredictable markets, can be difficult.
EazeMax helps User to manage his or his relatives existing holding portfolio related to Equity Shares. Through this one can find the Company Name , ISIN details, Quantity, Weighted Avg Price, Current Market Price, Notional Profit & Loss & absolute return.
Here User can also add different different Demat Account details at one place
Through this one can find the Script wise holding in different Demat Accounts
User can also maintain the Buy /Sell details of Particular Script of Mutual Fund.
Here User can also add different different Demat Account details at one place
Through this one can find the Script wise holding in different Demat Accounts
User can also maintain the Buy /Sell details of Particular Script of Mutual Fund.
Commodities consist of two parts viz: A. Gold & B. Bonds
EazeMax helps User to manage his or his relatives holding in Gold. Through EazeMax User can Track the form of Gold, Quantity of Gold,Carats, Approx. Purchased Value and year of purchase.
EazeMax Helps User manage his or his relatives holding in Bonds. Through EazeMax User can Track the Bond Name & Series, Commencement date, Issue Price, Interest Rate, Tenure, Bond No. & Demat Details.
By incorporating these functionalities, EazeMax eases GST compliance, alleviates administrative burdens on businesses, ensures adherence to GST regulations, and ultimately saves time and resources while enhancing compliance efficiency.