Product Offerings

Alternate Text

Mutual Fund

Mutual Fund is a pooled investment vehicle in which a large sum of money, contributed by various investors, is managed by a portfolio manager. We curate the most suitable mutual fund schemes for you to invest in according to your needs and objectives.

Read More
Alternate Text

Insurance

Insurance provides monetary compensation and protection for things that you value the most. It is categorized into three parts; Life Insurance, Health Insurance and General Insurance.

Read More
Alternate Text

Tax Saving

Go beyond the contemporary tax exemption techniques and discover additional tax saving opportunities with us to take back more income after tax. HRA, LTA, Home Loans, Sec 80D, Reimbursements, etc., are some investment options that help you reduce the amount of taxable income.

Read More
Alternate Text

Fixed Deposits

Fixed Deposits are an excellent choice if you are looking for a stable income stream. With an FD, companies will pay you interest on your deposits. We help you invest your money in FDs wisely.

Read More
Alternate Text

Sovereign Gold Bonds

Sovereign Gold Bonds helps you avoid the risks and costs of storage associated with holding gold in physical form. As a bondholder, you are assured to receive the market price of gold at the time of maturity along with periodical interest.

Read More

MONEY OPTIONS BY NUMBERS

5,815

Happy Clients

22,43,88,752

Assets Under Management

561

Product Offerings
Testimonial

What Our Clients Say About Us

Latest Updates

Our Latest Blogs

Power Up Your Portfolio With Gold

What is the Sovereign Gold Bond scheme?

Investment Accounting

The importance of tracking your investments.

Investment accounting involves monitoring and keeping track of the investment activity of an individual, client, or firm. Investors invest in different instruments that could be financial or physical. Financial investment involves investing in stocks, bonds, mutual funds, ETFs, etc., while physical investment involves investing in land, houses, commercial buildings, etc.

 

Investment accounting focuses on five crucial areas:

  • Monitoring Investments: Like financial accounting, investment accounting is a highly regulated industry. While accounting for your own or your client's investment you should be aware of and comply with state-specific rules and regulations.

  • Keeping Track of Third-Party Activity: As much as it focuses on the account holder's Investment activity, it also focuses on third-party investment activities. Third-party activities can make an impact on the account holder's financial standing.

  • Management of Debt Investments: Debt investments provide stable returns and include bonds and bank loans. Owing to their predictive nature, accounting for debt investment comes with high responsibilities.  

  • Financial Consulting: Professionals working in investment accounting keep abreast knowledge of corporate actions taken by listed stocks and can provide valuable insights on stocks that could become investible options.

  • Preparing Tax Reports: Calculating tax incurred on capital gains requires professional expertise.


While practicing Investment Accounting, there are a few skills which come in hand:

  • Arithmetic: Investment accounting involves the application of advanced arithmetic skills such as calculus and statistical analysis. You should be able to compare and analyze financial information to make an informed decision.

  • Financial Reporting: While accounting for your investment, you should possess in-depth knowledge of the rules and regulations in your jurisdiction. Minor reporting errors can result in heavy penalties and could lead to legal concerns.

  • Proficiency in Accounting Software: You should have a firm grasp of reliable accounting software. Accounting software makes tracking investments, calculating taxes, and completing financial reporting tasks just a matter of a few clicks.

  • Research Skills: Research is an integral part of investment accounting. You should be able to find the source of information, identify the right one, and act on factual financial information.


Investment Accounting requires you to be well versed in fewer areas, but these skills can only be built over time. If you have a knack for math and accounting software and keep yourself updated with changing reporting standards, you could account for investments on your own. Otherwise, seeking the help of an expert would be preferable to paying hefty penalties for minor errors.

Contact

Contact Us

You can contact us through the following ways, and we will be always at your service.

Our Address

Registered office: 302, Vardhman Plaza Tower H-3, Netaji Subhash Place, Pitampura , Delhi - 110034
Corporate and Operating Office: 323, Block – II (First Floor), Ganga Shopping Complex, Sector - 29, NOIDA - 201303

Email Us

mail@moneyoptions.in

WhatsApp Us

+919711742811