Midas : Treasury Dashboard
Treasury Management Dashboard
Take advantage of treasury management dashboard solution with superior data aggregation, real-time sync and transaction reporting from multiple locations.
Midas Gold is a Weath Management Software Solution, deals with all Asset classes on one single platform.
Integration with General Ledger ensures the Investment position is always reconciled with Cash/Bank and Broker/Custodian Accounts
It helps to maximize the ROI (Return on Investment) from each asset class over a period of time by helping in proper historical analysis and therefore better investment decisions over Asset Allocation and Stock Selection.
Midas Gold is a Wealth Management Software Solution, deals with all Asset classes on one single platform.where a portfolio refers to a collection of investments, typically in the form of stocks (or shares), that an individual or entity holds. It represents a grouping of different securities (equity shares, bonds, mutual funds, etc.) that have been acquired with the intention of achieving financial returns, usually through capital appreciation (increased value) or dividends (regular income).A portfolio specifically focuses on equity or stock investments. Investors use a portfolio to manage the diversification of their investments, aiming to balance risk and return. A diversified portfolio includes shares from different industries, sectors, or geographical locations, which helps reduce the overall risk of the investment. Key aspects of Portfolio Management are (1)Diversification (2)Asset Allocation (3) Risk Management (4)Rebalancing.
In real time update , EOD Bhav copy can be downloaded and ready to upload in the Midas Gold System to get the real time update over the day to find out the Net Worth of the total position of Assets in hand .
It helps to maximize the ROI (Return on Investment) from each asset class over a period of time by helping in proper historical analysis and therefore better investment decisions over Asset Allocation and Stock Selection over a period of time frame.
Midas Gold solution is an online transaction Recording & Reporting engine to give the user a comprehensive information on their investments & financial position and thus guides the user on Action to be taken at every stage.
Generates power MIS across multiple Investment Entities on Capital Gains (Long Term/Short Term)with /without Inflation Index, the average annual return on an investment over a specified period of time CAGR ,the annualized return on an investment over a period of time XIRR , DP wise report and Industry-wise Allocation etc.
Midas Gold Solution demonstrates that performance ROI of any investment fund was achieved by skill and design, rather than by luck or whims of the marketplace.
XIRR helps investors understand the true rate of return on their investments over time, considering the timing and size of each cash flow (buying or selling shares).MidasGold solution is an online transaction Recording & Reporting engine to give the user a comprehensive information on their investments & financial position and thus guides the user on action to be taken at every stage.
CAGR (Compound Annual Growth Rate) is a commonly used metric to measure the average annual return on an investment over a specified period of time, assuming that the investment has grown at a consistent rate. It gives you a smoothed annual growth rate, disregarding the volatility and fluctuations of returns in individual years, and helps to understand the overall long-term growth trend. In MidasGold ,CAGR is used for (a) Long-Term Performance Evaluation , (b) Benchmarking ,(c) Portfolio Comparison (d) Wealth Accumulation.
CAGR is useful when you’re measuring the overall growth of an investment over a fixed period, while XIRR is more accurate when considering the exact timing of trades and the cash flows that occur.
Inflation index such as the Cost of Living Index(CLI) plays a key role in calculating Long-Term Capital Gains (LTCG) tax for investments like stocks or shares. The idea behind applying an inflation index is to adjust the purchase price of an asset for inflation, which helps to reduce the taxable gains and, consequently, the tax liability. This process is often referred to as indexation. In MidasGold Inflation index computation has a major role in calculating MIS reports across multiple Investment Entities on Capital Gains (Long Term/Short Term).
Midas Gold Solution keeps multi-year historical transaction data and reports on Stocks and its related Accounts including fiscal A/c books of ledgers , Trial-Balance & Balance Sheets.
- Listed Equity
- Insurance
- Mutual Fund
- Real estate/Property
- Unlisted Equity
- Government Securities
- Insurance
- Bullion
- Debentures
- Savings Account
- Commodities Futures
- Equity (Demat/Physical)
- Fixed Deposit
- PPF
- Derivatives Futures
- Bonds
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