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You are not worth what you earned. You are worth what you saved.

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INVESTMENT RECORDS BOOK

You may be a successful investor, but keeping proper records of your investments is as important as investing wisely.

Our Investment Records Book solves your problem of recording your investments.

The Investment Records Book provides a well designed format for keeping records and track of your investments.

At a glance, you can have complete information of your  investments in ...

  • Demat shares - purchase price, date of purchase, sale price, date of sale, balance etc.

  • Physical shares - purchase price, date of purchase, sale price, date of sale, certificate nos, distinctive nos, names of other holders etc.

  • Debentures & Bonds - purchase price, date of purchase, interest rate, tenure, sale/maturity value, date of sale/maturity, certificate nos, distinctive nos, names of other holders etc.

  • UTI & Mutual Fund units - purchase price, date of purchase, sale value, date of sale, certificate nos, distinctive nos, names of other holders etc.

  • Fixed deposits with Banks, Companies, NBFCs - date of deposit,amount, maturity date & value, frequency of interest payment etc.

  • Dividend register

  • Interest received register

 Please read the Agreement before downloading the template.

By downloading you confirm that you agree to the terms of the Agreement.

Click to Download Your  Investment Records Book.

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- Warren Buffett

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