Investments Covered

• Postal Investment
• Life Insurance
• General Insurance
• Shares
• Mutual fund
• debentures
• Bonds
• Bank FD

Presentation

• Postal Scheme Prersentation
• RD Mis Combination
• RD Annual Deposit Combination
• RD, MIS & TD Combination
• TD & RD Combination
• Shares Presentation
• Mutual Fund Presentation

Data Management

• Data Managemnt Of All Postaltypes Of Investment
• Data Management Of Life Insurance of All Companies Both Lic & Private Players
• Data Management All General Insurance co.
• Mutual Fund Data Management Of Both Normal & SIP investment
• Shares Data Management of All The Co.
• Debentures Data Mangement Of all The Companies.
• Bonds Data Management Of All The Bomds Available.
• Maintain Records Of FD's of Any Institution.

Reports

• Invetment Summary Report
• Premium Due Report
• Maturity Due Report
• GIC Renewal Report
• RD Lot report
• RD Monthly LOT Summary report
• Postal DSS Form- 4 Report
• Postal Scheme Register
• Birthday Reminder
• Mailing Report. etc.

Form Library

• Application Form
• Withdrawal Form
• Nomination form
• Acknowledgement Form
• Letter Of Disclaimer of Affidavit
• many more.

Master

• Agency Master : Maintain More Than One Agency
• Client Master : Maintain The record Of Client
• Category Master & Sub Category Master : Update Your Software by your Own eg: Any new Co. in INsurance or Any New product Of any Existing Co.

Loan Management

• Maintain records of loans.

Reminders

• On Screen reminder which Reflect The Premium Due & Maturities As per your requirement.

Postal Investment
Recurring Deposit Scheme(RD)- Kisan Vikas Patra Scheme(KVP)-Monthly Incom Scheme (MIS) -National Saving Certificate Scheme (NSC) -Time Deposit (TD) -Postal Saving Account Scheme(PSA) Public Provident Fund Scheme (PPF) -Senior Citizen Saving Scheme (SCS)

Vikas Patra (KVP)	Monthly Income Scheme (MIS)	National Saving Certificate (NSC)
Data Capture	Data Capture	Data Capture
KVP Entry With Certificate Details Output	Monthly Income Scheme Enrty Output	NSC Entry With Certificate Details Output
MIS Application From.	MIS Application From.	NSC Application From
KVP Register -Group / Investor/ Issue Date Wise	MIS Register-Group/Investor/Issue Date Wise	NSC Register-Group/Investor/Issue Date Wise
Maturity List	Maturity Intimation	Maturity List, Maturity Intimation
Maturity Intimation List/Reminder	Pending Encasement List/Reminder	Pending Encashment List /Reminder
	Accured Interest Certificate	Accured Interest Certificate

Postal Saving Account Scheme (PSA)

• Saving Account Entry
• Saving Account Passbook
• Saving Account Register

Time Deposit (TD)

• Data Capture
• Time Deposit Entry
• Output
• TD Application Form
• TD Register- Group /Investor/Issue Date Wise
• Maturity List
• Maturity Intimation
• Pending Encashment List/Reminder

Recurring Deposit Scheme (RD)

• Data Capture
• RD Account Entry
• RD Receipt Entry
• RD A/C Extension /Closing/ Re-Open Entry
• RD Quotation Entry Schedule
• Generation Family Wise Receipt
• Entry Output
• RD Application Form
• RD Register- Group/Investor/Issue Date Wise
• Maturity List
• Maturity Intimation
• Pending Encashment
• List/Reminder

Senior Citizen Saving Scheme (SCS)

• Data Capture
• SCSS Deposit Entry Output
• SCSS Application Form
• Register- Group /Investor/Issue Date Wise
• Maturity List & Intimation
• Pending encashment List/ Reminder

Public Provident fund Scheme (PPF)

• Data Capture
• New Account Application
• Withdrawal Entries Master Creation
• Deposit Entries (Including Penalty, Loan Interest)
• Interest Accruals (With Automatic calculations)
• PPF A/C Extension
• Output Account Opening
• Application New PPF Account Report
• Passbook, Maturity List, Maturity Intimations, Withdrawals Availability Reports, PPF Challan, Deposits Reminder, Fianancial Yearwise Details, Commission Claim Application, Pending Interest Report

Combined Reports for All Investment

• Combine Account Reports
• Combine Maturity Report
• Combine Commission Report
• Comprehensive Investment Report