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All-in-One Investment
Portfolio
Personal Finance Management
Software
Track Stocks, Mutual Funds, FDs, Bonds, Insurance, Loans & more in one powerful platform with automated imports, accurate tax reports, and complete portfolio visibility.
- Challenges Investors Face
Managing Investments Shouldn’t Be Complicated
Tracking investments across multiple platforms and spreadsheets creates confusion, errors, and unnecessary manual work.
Multiple Brokers, Multiple Statements
Managing investments across different brokers and platforms becomes difficult and unorganized.
No Clear Portfolio Visibility
Complex Capital Gain Calculations
Excel is Manual & Error-Prone
Traditional spreadsheets require constant updates and lack automation, insights, and reporting accuracy.
Multiple Brokers, Multiple Statements
Managing investments across different brokers and platforms becomes difficult and unorganized.
Less Time on Tax Reporting
Generate LTCG & STCG Reports Instantly
No Clear Portfolio Visibility
Complex Capital Gain Calculations
Excel is Manual & Error-Prone
Traditional spreadsheets require constant updates and lack automation, insights, and reporting accuracy.
Fix This
- Insights
Clients
0
+
0
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Navkar Tech Labs, Established in 1998
Experienced Development & Support Team
- Why Choose Us
Designed for Indian Investors & Professionals
No AUM-Based Pricing
Unlike expensive alternatives, pricing is simple and transparent.
Easy-to-Use Interface
Clean dashboards and intuitive workflows simplify financial management.
India-Focused Taxation Reports
Built specifically for Indian capital gain and tax reporting requirements.
Affordable Yet Powerful
Enterprise-level features without enterprise-level pricing.
- The Smart Solution
Introducing AccFolioPlus – Your Complete Wealth Tracker
A powerful investment and portfolio management software designed to simplify wealth tracking, taxation, analytics, and reporting for Indian investors and professionals.
All Investments in One Place
Automated Imports
Automatically import broker statements, and Excel records.
Accurate Tax Reports
Family & Client Portfolio Tracking
- Key Features
Everything You Need for Smarter Wealth Management
Powerful tools designed to simplify investment tracking, reporting, analytics, and taxation.
Complete Portfolio Tracking
Track Stocks, Mutual Funds, FDs, Bonds, Insurance, Loans & more in one dashboard.
Automated Data Import
Import broker contract notes, and Excel files with minimal effort.
Secure Ease
Customize.
17h
Manage Smart
Customize.
17h
Easy Collab
Customize.
17h
Capital Gain Reports
Generate accurate LTCG and STCG reports instantly for tax filing and compliance.
Family Portfolio Management
Performance Analytics
Smart Alerts & Reminders
Receive alerts for FD maturity, insurance premiums, and loan EMI due dates.
- Who Is It For
Built for Every Type of Investor & Financial Professional
Designed to simplify investment tracking, tax reporting, and wealth management for individuals and professionals alike.
Individual Investors
Chartered Accountants
Financial Advisors
Manage multiple client portfolios and deliver professional investment reports.
Family Offices
- Workflow Automation
Smarter Workflow, Faster Results
Automate portfolio updates, reporting, and analytics through one intelligent platform. Reduce manual work with broker statement and Generate professional and accurate tax reports instantly.Track returns, asset allocation, and portfolio growth live.Manage family portfolios or multiple clients seamlessly.
- Automated Portfolio Imports
- Real-Time Portfolio Analytics
- Multi-Account Management
- Tax-Ready Reporting
- Pricing Plans
Simple Pricing. No Hidden Charges.
Complete Solution for CA Practice
AccFolioPlus CA helps you:
- Manage Client Portfolios
- Import Broker Contracts & Bank Statements
- Maintain Client Accounts
- Compute Capital Gains & Taxes
- Track Insurance Policies
- Get Smart Alerts & Due Date Reminders
- Generate Professional & Rent Invoices
- Analyze Wealth & Portfolio Performance
- Prepare Financial Statements & Reports
Ideal For: Individuals and families managing their own investment portfolio and looking for professional reporting.
Popular
Complete Solution for Personal Finance
AccFolioPlus Investor helps you manage up to 5 Personal Accounting & Investment Files with:
Includes :
- Investment Portfolio Management
- Broker Contract & Bank Statement Import
- Personal Accounting
- Insurance Management
- Smart Alerts & Reminders
- Service & Rent Invoicing
- Wealth & Portfolio Analysis
- Financial Statements & Tax Reports
Ideal For: Chartered Accountants, tax consultants, wealth managers and professionals managing multiple client portfolios.
- Pricing Plans
Simple Pricing. No Hidden Charges.
AccFolioPlus Investor – ₹14,999
Designed For: Individual Investors
Key Features
- Up to 5 Personal Files
- Unlimited Investment Transactions
- Support for Equity, Mutual Funds, Bonds, Fixed Deposits (FDs), Gold and other investments
- Capital Gain Reports
- Portfolio Performance Reports
- Asset Allocation Analysis
- Dividend & Interest Tracking
- Comprehensive Tax Reports
- Excel Import & Export
- Single User License
- Free Installation & Online Training
Ideal For: Individuals and families managing their own investment portfolio and looking for professional reporting.
Popular
AccFolioPlus Professional (CA Edition) – ₹44,999
Includes Everything in the Investor Edition, Plus:
- Unlimited Client Files
- Unlimited Clients
- Bulk Import Facility
- Client-wise Capital Gain Reports
- Client-wise Tax Reports
- Batch Printing
- Multi-user Support
- Priority Technical Support
- Advanced Report Export
- Online Training
Ideal For: Chartered Accountants, tax consultants, wealth managers and professionals managing multiple client portfolios.
- Pricing Plans
Simple Pricing. No Hidden Charges.
Basic Plan
Perfect for individual investors managing personal portfolios.
Features
- Investment Tracking
- Capital Gain Reports
- Portfolio Summary
- Basic Analytics
Best Deals!!
Professional Plan
Features
- Multi-Client Portfolio Management
- Advanced Tax Reports
- Asset Allocation Analysis
- Performance Analytics
Enterprise Plan
Features
- Consolidated Wealth Tracking
- Multi-User Access
- Advanced Reporting
- Dedicated Support
- Integrations
Connect & Import Investments Easily
01
Broker Contract Notes
Import investment transactions directly from broker statements.
02
CAS Statement Import
Automatically track mutual fund holdings and transactions.
03
Excel Import
Quickly migrate existing portfolio records into the platform.
- Why Not Excel
Still Managing Investments in Excel?
Traditional spreadsheets are time-consuming, difficult to maintain, and prone to errors.
01
Manual Work
Requires repetitive data entry and constant manual updates.
02
No Automation
No smart integrations or automated tracking workflows.
03
No Tax Reports
Generating tax-ready reports manually is time-consuming.
04
Error-Prone Tracking
Higher chances of mistakes and inaccurate calculations.
- Insights & Analytics
Powerful Reports That Matter
Make smarter financial decisions with detailed analytics and
professional reporting tools.
Capital Gain Reports
Portfolio Summary
Asset Allocation
Performance Tracking
- Testimonials
Trusted by Investors & Professionals
Accountant
AccFolioPlus simplified our investment tracking and tax reporting completely.The platform is accurate, easy to use, and saves significant time every month.
Investor
“The software is simple, practical, and very useful for tracking stocks, mutual funds, FDs, and insurance in one place.”
Advisor
“AccFolioPlus saves us a lot of time during tax season. The capital gain reports and client portfolio management features are very helpful.”
Office Client
“We needed a reliable solution to manage multiple family portfolios. AccFolioPlus gives us a clear view of investments and reports in one dashboard.”
Rated
0
by over 12.000+ users
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