FamilyWealthGuru

Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets.

Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots.

Includes full accounting : prepare P&L & Balance Sheet for each Family Member.

For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.