Portfolio Management Software for All Financial Assets
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.
Risk Management
Effective portfolio management includes strategies to protect against significant losses, ensuring the portfolio remains aligned with the investor's risk tolerance.
Performance Monitoring
Regularly reviewing and analysing the portfolio's performance is essential to ensure that it continues to meet the investor's goals. This may involve comparing returns to benchmarks and making necessary adjustments.
Rebalancing
Over time, shifts in the market can alter the original asset allocation. Rebalancing restores the portfolio to its intended distribution and risk level, maintaining its alignment with the investor's objectives.
Diversification
This strategy involves spreading investments across different asset classes or securities to mitigate risk. By diversifying, the portfolio becomes less vulnerable to the poor performance of any single asset.
Asset Allocation
Deciding how to divide investments among various categories, such as equities, bonds, and mutual funds, is critical. This decision is tailored to the investors risk tolerance, financial goals, and prevailing market conditions.
Financial Portfolio Management Challenges
Successfully managing a financial portfolio is not without its challenges. Recognizing and addressing these challenges is key to maintaining a well-performing portfolio.
Tracking Multiple Investments Across Different Accounts
Managing investments scattered across various accounts, including mutual funds, shares, commodities, and different Demat accounts, can be complex and time-consuming.
Calculating and Monitoring Portfolio Performance
Accurately calculating profit and loss, tracking portfolio returns, and assessing risk exposure can be difficult without specialized tools.
Making Informed Investment Decisions
Lack of access to real-time data and analysis tools can hinder informed decision-making.
Managing Diverse Investment Types
Tracking and managing investments across different asset classes (mutual funds, shares, commodities) can be complex.
Keeping Records and Documentation Organized
Maintaining accurate records of investment transactions, buy/sell details, and supporting documentation can be cumbersome.
Understanding Complex Financial Concepts
Investors may lack the financial knowledge to interpret data, analyze performance, and make informed decisions.
Inability to Compare Test Results
Comparing test results from different laboratories can be difficult, making it challenging to identify trends and monitor health conditions.
Inability to Compare Test Results
Comparing test results from different laboratories can be difficult, making it challenging to identify trends and monitor health conditions.
How does EazeMax Software help in Portfolio Financial Management?
EazeMax Software helps user to track the Notional Profit & Loss of their existing holding Investments Through Portfolio Management. The user can manage his as well as his relatives' portfolio investments in one place. EazeMax divides Portfolio into three parts, viz: Mutual Fund, Shares & Commodities, etc
Shares
EazeMax helps users 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 Demat Account details in one place.
- Through this, one can find the script-wise holding in different Demat Accounts.
- The user can also maintain the Buy /Sell details of a Particular Script of a Mutual Fund.
Commodities
Commodities consist of two parts, viz: A. Gold & B. Bonds
- GOLD EazeMax helps users to manage his or his relatives holdings in Gold. Through EazeMax User can track the form of Gold, Quantity of Gold, Carats, Approx. Purchased Value and year of purchase.
- BONDS EazeMax helps users manage his or his relatives holdings in Bonds. Through EazeMax User can track the Bond Name & Series, Commencement date, Issue Price, Interest Rate, Tenure, Bond No. & Demat Details.
Mutual Fund
EazeMax is a tool that helps people manage their mutual fund investments, whether it's for themselves or family members. With EazeMax, users can easily see important information about their mutual fund holdings, including the name of the fund, its type, the category it belongs to, and details like the account number and how many units they own.
Users can also find out the average price they paid for their investments, the current market price, and their profit or loss from the investment. Additionally, the tool allows users to keep track of any buying or selling activities related to specific mutual funds.
Understanding Process by Presentation
Mutual Funds
Easily add and manage mutual funds on the platform. Track fund performance using absolute return and unrealized gains/losses. Seamlessly add a history of buying and selling mutual fund units.
Shares
First, add a trading account to maintain your investment portfolio. Users can record the history of buying and selling shares in the software. Track the performance of your investment portfolio using absolute return and unrealized gains/losses.
Commodities
Commodities primarily consist of gold and bonds. Users can add gold holdings and bond records to their portfolio. Explore other commodity options to diversify your investments.
