For making initial preparation:
- Bank Statement.
- Previous year Balance Sheet.
- Equity transaction bills.
- Derivative transaction bills.
- Mutual Funds AMC Statement.
- Provident Fund pass book.
- Saving Scheme Certificate.
- Fixed Deposit receipts.
- Demat Statement and Certificates of Bonds and Debentures.
- LIC Premium receipts.
Investment Portfolio Management for Equities, Derivatives and Investments. Integrated Personal Accounting. Available on Desktop, Online or Enterprise Networks.
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