AGARWAL SULTANIA & ASSOCIATES:

PROFILE:

Agarwal Sultania & Associates is a Chartered Accountant Firm. It’s the sister concern of M.K.Shipping & Chartering Co. Pvt. Ltd. The firm is in the business of handling Company Law & Taxation related matter, Chartered Accountant and cost accountant, Accounts. On the other hand, there are some HNI’s in Kolkata whose portfolio management is done by this company. The firm works as a financial advisor for them. They help the clients in Income Tax Return by using online software –Computax.

BUSINESS SITUATION:

For all these works to be done properly, they are using different accounting softwares that are available in the market and Computax for Income Tax Return. It is a real hassle for them to maintain 2 - 3 softwares and consolidate them together.

SOLUTION:

After evaluating several options, when the Director of the co. (CA. Kishan L. Agarwal) got to know about Midas Gold™ a portfolio management software consolidated with accounting.

 Midas Gold is designed for portfolios of different sizes and complexity which can be customized for personal, corporate, and financial institution portfolio management. The system manages all Asset Classes.

 BENEFITS DELIVERED:

1. It is a post investment analysis software having the ability to quickly and accurately generate   management reports that gives a bird’s eye view of investors / clients’ holdings of the asset classes and currency exposure, calculate and analyse the performance, and make better informed asset allocation decisions.

2. It allows the user to update the Market Value of the assets according to the Stock Exchange Rates on a daily basis.

3. Standard General Ledger reports include Balance Sheet, Trial Balance, Profit & Loss A/C, Final Accounts, and Investment Reports include Stock Valuation, Stock Ledger, Stock Query, Purchase and Sales Register, Mutual Fund Reports etc.

4. Integration with General Ledger ensures the Investment position is always reconciled with Cash/Bank and Broker/Custodian Accounts

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