This is the first time I am using online tool in India. I have filed US tax using TurboTax , I would say your tool is on par with that. Good Job.
Manager - COO MIS & Performance Analytics , Barclays Africa
I would like to highlight the excellent services offered by InvestAscent team to colleagues in Noida. Filing returns this time was much more comfortable.
Thanks to you and the team.
N K Senthil
It has been a great experience this time out of my 16 years of IT filing. What a simple process indeed :)
Thanks to the team!!!!.
- All Asset Coverage: Our tool provides customer reports for all asset classes including equity, mutual funds, derivatives, commodities, currencies, debt, structured products, managed accounts, IPO and fixed deposits.
- Flexible Aggregation: Reports can be aggregated at portfolio, member or family level.
- Corporate Action Adjusted: Most customer report currently lack adjustment for corporate action. Our engine takes care of dividends, bonus, splits, mergers and demergers automatically.
- Accurate Customer Reports: Client gets the flexibility to generate reports in the format he wants including time series view, a point in time view, reports by a script or asset class or integrated reports. We have Pixel Perfect Reports which can be used for presentations and client meetings.
- Capital Gains Report: Our capital gains module calculates long term, short term and speculative gains on a FIFO basis which can be used for filing with the tax department.
- DP Transactions: Our reporting engine allows user to account for DP transactions like stock-in, stock-out, delisting, buy back and open offer
- Mark to Market: Our reporting engine allows M2M closing for derivative open lots at the end of year.
- Performance Reports: Detailed performance analysis is available to enable the customer to do his portfolio analysis.
- Anytime Anywhere Reporting: The reports are available online and the customer can access them at his convenience. Reports can be exported in many formats, including Excel, CSV and PDF. Mass mailing of reports is also available to the broker.