PWM

If you are managing Broking Group companies, Owner Accounts or are an Individual Investor trading through a broker, PWM is the solution for you. It helps you to quickly and efficiently account for your investments in Equities, Derivatives and other market related investments.

PWM-banner

An accounting software for individuals, families with special capabilities to handle Equity & Derivative transactions. Completely independant of the backoffice yet fully integrated with it with a one-click update.

Multi-segment
Manages Portfolio and Accounting in your stakes in multiple segments of the Indian Markets

  • NSE and BSE Equities
  • NSE and BSE Derivatives
  • NSE Currency
  • MCX and NCDEX Commodities

 

Multi-broker Support
Inbuilt support for Multiple-broker and their accounting.

 

Auto Corporate Action
Support for automated handling of Corporate Actions. 

Brokerwise
Brokerwise Obligation matching and accounting supported.
Get 3rd Party Data
PWM gets its trade data from reading contracts provided by your brokers. Source can be :

  • HTML Contracts
  • PDF Contracts
  • Password Encrypted PDFs
Portfolio
Manage and Finalize LTCG and STCG from the system itself based on Historical data.
Family Consolidation
Consolidate Accounts,Holdings and MIS for a family members on the fly.

 

Investment Accounting
Provision to seggregate Portfolio and Investments with complete Investment accounting.

 

 

Presently I use a popular accounting software and I maintain my accounts and those of my family members and HUF. Can SharePro handle that ?

Yes, in SharePro you can maintain your accounts and those of your family members too.

Each day I do hundreds of broking transactions. How do I update these broking transactions ?

In SharePro you can update these transactions at the touch of a button.

Can I get a Balance Sheet and Profit & Loss statement ?

Yes you can.

Can the HTML contract of my broker be imported into PWM?

The system supports the HTML/PDF formats of a large number of brokers and back-office systems. However, it is very much possible that your broker’s contract may not have been programmed in the system. In such a situation, you will contact us with the a sample of the HTML/PDF contract of your broker and our programmers will study its structure. Unless the structure is malformed, we should be able to import that into PWM. Note that every such request for a contract compatibility is charged for separately.