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Investment eValuator

Investment eValuator is designed to evaluate, monitor and benchmark various aspects of the debt and mutual funds investment portfolio of corporates. It effectively provides yield calculations and automates generation of contract notes / advise letters and also monitors equity investment portfolio.

This software provides flexibility to manage multiple portfolios with minimum human intervention, resulting in faster and accurate calculations. It can easily manage treasury worth Rs. 5,000+ Crores. This web-based tool uses latest technologies. Additionally, it provides secured access to the tools for the company whilst the confidentiality of the portfolio information is maintained.

Key Features for Debt and Mutual Funds investments of the Corporate:


  • Covers all debt instruments available in the Indian market
  • Functionality to add new instruments as and when required
  • Provides detailed levels of security (Tenure, Maturity etc), trades and rating changes in existing investments or potential investment securities


  • Purchase and Sale of securities
  • Yield Calculator (on weekly, monthly, quarterly, semi-annually, yearly basis)
  • Get bid / offer submission from brokers directly through the system
  • Prepares deal slip / letter for brokers and Mutual funds

Monitoring and Benchmarking:

  • Independent FIMMDA valuation of the portfolio
  • Functionality to use data from CRISIL and ICRA for valuation as per client requirements
  • NAV and Dividends calculation on daily basis
  • Consolidated asset cash flow analysis of the portfolio
  • Maker – Checker concept
  • Customized MIS / Dashboard for portfolio monitoring and calculating returns

Other features:

  • Additional feature for equity portfolio monitoring
  • Supports Audit and Reporting requirements
  • Updates on market trades (Securities dealt in the market on daily basis)
    ratings, actions etc
  • Dedicated helpline for technical and market related queries
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