Product

What can Sohamlite do?

Cloud-Based

It is a cloud based personal investment management software application that eliminates the time spent by Individual Investors for investment record keeping.

Extensive Record-Keeping

It maintains records of stock, bond and mutual fund transactions and automatically computes capital gains and losses using approved accounting methods.

Additional Tracking

It also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, royalties, etc.

Multiple Tenant Architecture

It is designed on windows platform and capable of handling a multi user and multiple entities.

Analysis & Report Generation

It helps you manage investments by maintaining separate accounting for different portfolios. It is easy to set up portfolios for what-if analysis and much more. The report lets you export each report to include any combination of portfolios over any range of dates.

Features

Cloud based application. NO maintenance required.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Easy switch over between member and financial accounting years.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Easy switch over between member and financial accounting years.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Integrated complete financial accounting module

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Download closing prices directly from exchange website

Integrates with any back-office system for Brokers.

Download closing prices directly from exchange website

Learn about Sohamlite, the Product.

What can Sohamlite do?

Cloud-Based

Extensive Record-Keeping

Additional Tracking

Multiple Tenant Architecture

Analysis & Report Generation

How can we help YOU?

Features

Cloud based application. NO maintenance required.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Easy switch over between member and financial accounting years.

Easy switch over between member and financial accounting years.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Easy switch over between member and financial accounting years.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Integrated complete financial accounting module

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Download closing prices directly from exchange website

Download closing prices directly from exchange website

Download closing prices directly from exchange website

Integrates with any back-office system for Brokers.

Download closing prices directly from exchange website

Download closing prices directly from exchange website

Learn about Sohamlite, the Product.

What can Sohamlite do?

Cloud-Based

Extensive Record-Keeping

Additional Tracking

Multiple Tenant Architecture

Analysis & Report Generation

How can we help YOU?

Features

Cloud based application. NO maintenance required.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Easy switch over between member and financial accounting years.

Easy switch over between member and financial accounting years.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Easy switch over between member and financial accounting years.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Supports multiple markets & various asset classes like equities, derivatives, and more.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Integrated complete financial accounting module

Investment portfolio reporting like transactions, holdings, capital gains, performance etc.

50+ customized and Detail Reports that can be aggregated in multiple ways

Download closing prices directly from exchange website

Download closing prices directly from exchange website

Download closing prices directly from exchange website

Integrates with any back-office system for Brokers.

Download closing prices directly from exchange website

Download closing prices directly from exchange website

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