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Who monitors investments regularly? You can also become a Crorepati! One out of every 5 working couple in India is worried about the growth of their investments. They want to look at the prevailing value of their investments at least once in every month. >>See our research report Email Password GO Stay signed in Forgot your password? Keep track the prevailing value of your investments. You are probably the one among those who use a spreadsheet to record and monitor investments. It is indeed a nice way. But with trackyourinvestments.com, it is easier and more efficient. • Record all your investments (Fixed Deposits, Properties, Shares, Mutual funds, etc) • Monitors and updates prevailing values automatically. • Delivers a weekly status report to your mailbox. Sign up for FREE OR Sign up with You are worth Rs. 90,59,679 As on 10 th Aug, 2010 Check out our how to become a Crorepati calculator. You can become one through investing systematically. Ideal for those who want to retire early from their work life. >>See how can you become a Crorepati About Privacy Support Blog Contact trackyourinvestments.com © 2010. All rights reserved Rs. 1 Crores TRACK TRACK YOUR YOUR INVESTMENTS INVESTMENTS Or Login with

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Page 1: Tracking investments - a product concept

Who monitors investments regularly? You can also become a Crorepati!

One out of every 5 working couple in India is worried

about the growth of their investments. They want to

look at the prevailing value of their investments at

least once in every month.

>>See our research report

Email Password GO

Stay signed in Forgot your password?

Keep track the prevailing value of your investments.

You are probably the one among those who use a spreadsheet to record and monitor

investments. It is indeed a nice way. But with trackyourinvestments.com, it is easier and

more efficient.

• Record all your investments (Fixed Deposits, Properties, Shares, Mutual funds, etc)

• Monitors and updates prevailing values automatically.

• Delivers a weekly status report to your mailbox.

Sign up for FREE OR Sign up withYou are worth

Rs. 90,59,679As on 10th Aug, 2010

Check out our how to become a Crorepati calculator.

You can become one through investing

systematically. Ideal for those who want to retire early

from their work life.

>>See how can you become a Crorepati

About Privacy Support Blog Contact

trackyourinvestments.com © 2010. All rights reserved

Rs.

1Crores

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTSOr Login with

Page 2: Tracking investments - a product concept

Who monitors investments regularly? You can also become a Crorepati!

One out of every 5 working couple in India is worried

about the growth of their investments. They want to

look at the prevailing value of their investments at

least once in every month.

>>See our research report

Email Password GO

Stay signed in Forgot your password?

Keep track the prevailing value of your investments.

You are probably the one among those who use a spreadsheet to record and monitor

investments. It is indeed a nice way. But with trackyourinvestments.com, it is easier and

more efficient.

• Record all your investments (Fixed Deposits, Properties, Shares, Mutual funds, etc)

• Monitors and updates prevailing values automatically.

• Delivers a weekly status report to your mailbox.

Sign up for FREE OR Sign up withYou are worth

Rs. 90,59,679As on 10th Aug, 2010

Check out our how to become a Crorepati calculator.

You can become one through investing

systematically. Ideal for those who want to retire early

from their work life.

>>See how can you become a Crorepati

About Privacy Support Blog Contact

trackyourinvestments.com © 2010. All rights reserved

Rs.

1Crores

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTSOr Login with

Get started

To sign up for this service, please fill out the following information:

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Page 3: Tracking investments - a product concept

About Privacy Support Blog Contact

trackyourinvestments.com © 2010. All rights reserved

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Choose a membership plan

You are currently a basic user. Please select a membership plan from below:

Lifetime free plan (basic)- Record and monitor investments up to Rs. 10 lacs (Rs. 100,000) Continue with this FREE plan

Premium plan - Rs. 899 Rs. 499 per year (Launch offer. Valid till Sept. 31st, 2010 only)- Record and monitor investments for UNLIMITED amount. Upgrade to Premium plan

Tip:

If you have invested in a property like house, land, etc ., it is recommended to

choose the premium plan. The value of most of the investments in properties

typically will be more than Rs. 10 lacs.

Aug 10, 2010

Page 4: Tracking investments - a product concept

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INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 1: Complete your profile:

Email [email protected] Default

add new

Name

Gender Male Female

Year of birth

Country

State

City

Marital Status

Give us your family details: (Note: You can track investments separately for each family members)

Relationship Name

add more

Submit

1 2 3

Aug 10, 2010

Page 5: Tracking investments - a product concept

About Privacy Support Blog Contact

trackyourinvestments.com © 2010. All rights reserved

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 2: Select your Investments:

First, select all the investments you have made so far from the list below.

Submit

Fixed Deposits

Recurring Deposits (RD)

Stocks

Mutual funds

House / apartment

Land

Commercial property

Unit linked Insurance plans (ULIPs)

Endowment insurance plans

Gold

Bonds – both government and private

Employee provident fund (EPF)

Public provident find (PPF)

Eligible for gratuity

1 2 3

Aug 10, 2010

Page 6: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

- Fixed Deposits

Invested by

Amount

Invested on

Duration (in days)

Interest rate (%)

Reset

1 2 3

DD MM YYYY

Save & Add more Save

Recurring Deposits (RD)

Stocks

Mutual funds

House / apartment

Land

Unit linked Insurance plans (ULIPs)

Gold

Employee provident fund (EPF)

+

+

+

+

+

+

+

+

I’m done. I will do it later. Take me to my account

Aug 10, 2010

Page 7: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Invested by

Amount

Initial Investment

Frequency

Duration

Interest rate (%)

Reset

1 2 3

DD MM YYYY

Save & Add more Save

Stocks

Mutual funds

House / apartment

Land

Unit linked Insurance plans (ULIPs)

Gold

Employee provident fund (EPF)

+

+

+

+

+

+

+

+

-

Aug 10, 2010

Page 8: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Select Stock

Price (per share)

Quantity bought

Brokerage (%)

Date bought

Reset

1 2 3

Type here and search

Save & Add more Save

Mutual funds

House / apartment

Land

Unit linked Insurance plans (ULIPs)

Gold

Employee provident fund (EPF)

+

+

+

+

+

+

+

-

+

DD MM YYYY

Aug 10, 2010

Page 9: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Mutual Funds

Select fund house

Select fund

Plan

Investment type

Initial amount

Initial investment date

Entry price

SIP amount

SIP date

Frequency

1 2 3

+

-

+

MM YYYY

+

Growth / divident

SIP / Lumpsum

DD Get entry price

MM YYYYDD

Monthly

Save & Add more Save Reset

Aug 10, 2010

Page 10: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Mutual Funds

House / Apartment

Select state

Select city

Locality

Covered area (sq. ft)

Initial investment (Rs. / sq.ft)

Invested in

1 2 3

+

-

+

+

+

Type locality

Save & Add more Save Reset

Land

Unit linked Insurance plans (ULIPs)

Gold

Employee provident fund (EPF)

+

+

+

+

MM YYYY

Aug 10, 2010

Page 11: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Mutual Funds

House / Apartment

Land

Select state

Select city

Locality

Plot / land area (sq. ft)

Initial investment (Rs. / sq.ft)

Invested in

1 2 3

+

-

+

+

+

Type locality

Save & Add more Save Reset

Unit linked Insurance plans (ULIPs)

Gold

Employee provident fund (EPF)

+

+

+

+

MM YYYY

Aug 10, 2010

Page 12: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Mutual Funds

House / Apartment

Land

Gold

Total weight (gms)

1 2 3

+

-

+

+

+

Save & Add more Save Reset

Unit linked Insurance plans (ULIPs)

Employee provident fund (EPF)

+

+

+

+

Aug 10, 2010

Page 13: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Mutual Funds

House / Apartment

Land

Gold

Employee provident fund (EPF)

Your contribution to EPF may differ whenever there is change in salary. Hence enter each contributions separately.

Period to

Your contribution (Rs)

Your employer’s contribution (Rs)

Interest rate (%)

1 2 3

+

-

+

+

+

Unit linked Insurance plans (ULIPs)+

+

+

+

YYYY YYYY

8.5%

Save & Add more Save Reset

Aug 10, 2010

Page 14: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Mutual Funds

House / Apartment

Land

Gold

Employee provident fund (EPF)

Public provident fund

Yearly contribution

Your contribution (Rs)

Interest rate (%)

1 2 3

+

-

+

+

+

Unit linked Insurance plans (ULIPs)+

+

+

+

YYYY

8.5%

Save & Add more Save Reset

+

Aug 10, 2010

Page 15: Tracking investments - a product concept

TRACKTRACKYOURYOUR

INVESTMENTSINVESTMENTS [email protected] | LOGOUT

Complete your Profile & add Investments Steps

Step 3: Add Transactions:

Now record your transactions. Please refer to your bank accounts / other investment accounts and enter investment data for better

accuracy.

Fixed Deposits

Recurring Deposits

Stocks

Mutual Funds

House / Apartment

Land

Gold

Employee provident fund (EPF)

Public provident fund

Bonds

Name of the bond

Bond provider

Invested on

Invested amount

Lock-in period (years)

Interest rate (%)

1 2 3

+

-

+

+

+

Unit linked Insurance plans (ULIPs)+

+

+

+

Enter name

Enter name

Save & Add more Save Reset

+

+

MM YYYY

Aug 10, 2010

Page 16: Tracking investments - a product concept

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INVESTMENTSINVESTMENTS [email protected] | LOGOUT

My account | Lifetime free (basic plan) Invite friends | Settings | HelpUpgrade Membership

SummaryInvestmentsLiabilitiesOverall worth

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Summary

Investments Liabilities Overall worth

The value of your investment is

Rs. 90,59,679As on 10th Aug, 2010

Aug 10, 2010

You haven’t recorded liabilities.

To know your overall worth, you need to record your

liabilities.

Add nowAdd liabilities

Cash in hand Value of assets Magic slider(100% Liquidity) (Movable & immovable) Know the future value of your

investments by sliding up and down through the next 15 years.

2025

2010 + -

Page 17: Tracking investments - a product concept

Note: Magic slider is a tool to build futre value of your investments. The projections are based on the returns you got till the current year and these assumptions are need not be accurate.

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