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1.Capitaline Database

  • Overview
  • Features
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  • Capitaline is a digital corporate database of 35,000 plus Indian listed, unlisted and subsidiary Companies . It consists of data on Fundamental, Technical, News,Corporate Action & Announcements Transcripts ,Products,Transfer Pricing , Futures & Options , Macro Economics

    Capitaline's structured layout and systematic data presentations make corporate analysis simpler and much better — just a click away reach and analyze the data

    More than 3500 plus FINANCIAL Data Fields Data Groups are categorized as Background, Finance, Equity, Share Price, Products, Research, News, Fact Sheets, Working Results, Key ratios and Customized Screens,Financial Overview, Snapshot, Company at a Glance, Synopsis, Segment Finance, R&D, Funds/Cash Flow – consolidated Balance Sheet and P&L - Aggregate and consolidated Share Holding Pattern, Equity/Bonus/Dividend History, Share Price, Daily Ratios, Stock Volatility, Derivatives, Beta Analysis, Stock return, Bulk/Block Deals, Delivery Details

    For more information visit our website - Capitaline Database

    •   Interface is simple, easy navigation with click and view format
    •   Data presentation is systematic, customize by Tree View menu setting for initial levels of study
    •   Sector Trends display current situation
    •   History on Founders, former associates, aliases and parents
    •   Entire corporate action at a glance – Industry & House
    •   Forthcoming Dividend providers / Bonus Issues
    •   Custom Queries to look at Key Market Indicators, H/L closing
    •   Screener is a flexible and powerful Query function
    •   LIVE CM News offers breaking news & assessment
    •   Hot stocks to pursue, Results Analysis, Analyst Meet Reports Pre Budget Analysis, Sector & Economy News Analysis Foreign Markets & Derivatives Markets Commentaries
    •   IPO offers New Issue Analysis, New Listing etc
    •   In house research reports on Equity, Quarterly Analysis etc
    •   Working results - Quarterly, Half Year, Full Year
    •   NIC classification as per latest NIC. 9 industry formats of BS/PL, Cashflow with detailed breakup, export to excel & auto updation
    •   Easy Template Builder, My Notes & My Books are unique Research tools.
    •   Committed Customer support includes Live chat & onsite support and Free application updates throughout the subscription period

2.Capitaline Transfer Pricing

  • Overview
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  • Capitaline TP an Internet web portal related to transfer pricing issues contains exhaustive data. It is the most reliable and empowered Indian corporate database. This highly normalized database is built on a sound understanding of disclosures in India made by over 35,000 companies. The coverage includes public, private, co-operative and joint sector companies, listed or otherwise. Capitaline TP is an indispensable tool for a wide gamut of finance professionals.

    Capitaline TP aids in fetching detailed information of Indian sellers and buyers of products. It provides key ratios like gross profit margin and net profit margin (cost, sales and assets). Also, a common size income statement is provided keeping the benchmark of sales, costs and profits, with financial and non-financial information of the companies, prices and production details of products and companies.

    The database is complemented with powerful analytical software tools to enable extensive querying and research. With Capitaline TP, information access is effortless. Designed to keep up-to-date with the latest changes, it helps to ensure that your company or those you advise implement better practices and avoid penalties. The database also provides streamlined procedures to help substantiate transfer prices when audited and allows you to adopt ethical corporate practices and check whether transactions between related parties have been at arm's length.

    For more information visit our website - Capitaline Transfer Pricing

    •   Digital database of 35,000 listed & unlisted companies in India
    •   Easy navigation with click-and-view format.
    •   All the data easily export to MS Excel/ MS Word.
    •   Powerful query section to filter the companies as per criteria.
    •   Detailed training of product, Help desk and live chat for further assistance

3.Apna Money

  • Overview
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  • Apna money is a multi portfolio, multi-asset, online portfolio module to monitor all the assets of your family members from a single login.

    For more information visit our website - Apna Money

    •   Alerts on all Corporate Actions like board meetings, dividends etc of the companies in your portfolio
    •   Portfolio quantities and prices will be auto-adjusted for bonus, stock - splits.
    •   View Portfolio 'As On 31-Mar-2005' & Price 'As On 31-Mar-2005' dates for tax purposes
    •   View Portfolio quantities as on any date, but prices as on some other day
    •   Maintain multiple portfolios, but get a unified view
    •   If you are maintaining your portfolios currently in the free site of capitalmarket.com, you can easily import them into Apna Money (for trial period also)
    •   Each portfolio will store the investments in stocks, funds, deposits, bonds, bullion, small savings and real estate
    •   You can shift companies between portfolios
    •   Stock prices and Fund NAV updated end of every day
    •   Watchlists compare current price with 'spotted price'
    •   Maintain Notes and Diaries on portfolio and watchlist companies
    •   Price tickers for portfolios and watchlists

4.Capitaline NAV India

  • Overview
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  • The strength of the database is not only the depth but also the easily assimilated and analysis form. Spend time in decision making rather collating and cross-referencing. Capitaline NAV is a vastly more varied and in-depth database on the mutual fund industry. Database coverage on the mutual fund industry includes 5,000 schemes of 43 AMCs, with user-friendly data presentation — be it on an scheme/AMC, tracking NAVs, scheme details, performances, rankings and portfolios.

    Cross validation controls ensure data accuracy and views, analysis and reports, fund managers’ profiles and commentaries and basic company profiles are some of the value additions for making informed decisions and to stay on top.

    For more information visit our website - Capitaline NAV India

    •  AMC's:

      AMC-wise AUM, Allocation of AUM in various categories, company holding, sectoral holding, what's in - what's out, performance.

    •   Single Schemes

      Scheme wise basic information like address, tel no, category, load structure, dividend details, scheme objective, detailed portfolio, and portfolio trend, what's in - what's out, rating details and scheme analysis.

    •   Multi Schemes

      For a set of schemes performance, all major statistical ratios, company-wise and sector-wise, rating-wise, asset-wise comparison. NAV with multiple options, fund manager fancies (inclination of fund managers based on certain parameters).

    •   News

      All news related to mutual funds,like scheme performance and scheme portfolio.

    •   Detailed training of product, Help desk and live chat for further assistance

5.Analyst Tracker

  • Overview
  • Features
  • Benefits
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  • Track the corporate actions in your sector through this easy-to-use company organiser. Conference calls, Analyst meets, Interview with Management, Annual General Meetings, Broker's Reports, Board Meetings, Corporate activities. For analysts timely information is crucial. It make the difference between action and inaction.

    Besides, scouring for details on deals, plans and outlook, organising, storing, and retrieving the information is a challenge. Specially so when the number of players in the sector they are tracking are increasing due to economic reforms. But help is a click away.

    Analyst Trackometer is a simple to use software created precisely to make life easy for analysts. A convenience tool that frees the analysts from avoidable scheduling conflicts to concentrate on what they do best: analysing current trends to project future outlook.

    At a glance they can keep abreast of their past interaction with the company and importantly, their recommendations, tally them with the financials (sourced from the reliable Capitaline database) and brace themselves to sift fact from fiction at the next encounter with the management.

    For more information visit our website - Analyst Tracker

    •   Once the meeting date and time expires, that record is automatically removed from the ‘Scheduled Meetings’. It will appear in ‘Pending Task’ section there after.
    •   When someone clicks on particular ‘Meeting’ in ‘Scheduled Meeting ’, information will open-up in a window with all details in view mode.
    •   Recommendation is shown within a different symbol if the recommendation has changed from previous recommendation.
    •   User can save his report, which is partially complete and can be edited later by selecting from ‘Task in progress’ report.
    •   This pending note link will be shown in the TIP area of dashboard. User can click on that link and edit the half saved note.
    •   This report will not be visible in ‘Recommendation’ until the user saves the report by clicking ‘Finish’.
    •   Once the user clicks on “Finish”, the report would be displayed in ‘Recommendation’ report there after.
    •   On click of cancel button dashboard will appear.
    •   Meeting details are editable even after ‘Finish’ button is clicked. He/she can only modify the content of text box items.
    •   ‘View All’ button at every text area would shows a window containing historical details. Using this feature user can refer previous write-up.
    •   Archive option provides for: Key Points, Financial Text, Valuation & Recommendation.
    • What does Analyst Tracker do?

      The web-based intranet module

    •   Tracks and maintains the meeting schedules for investment / research team members.
    •   Enables the generation / creation of company reports / internal analyst views in a standardized format with minimum possible effort required.
    •   Provides knowledge management portal / dashboard ensuring quick and easy access to key company related documents/Information.
    •   Provides follow-up and tracking capabilities for the Investment Team members.
    •   Sends all reminders / announcements/ meetings alerts to all the team members. Alerts would be in the form of message boxes / mails SMS (integration with SMS provider with a specific format XML will be provided).
    •   Displays calendar to view all the meetings.
    •   Allows tracking the performances of the investment team over any given period of time.
    •   Search module (MIS Module) to view all the meeting notes / Internal Analyst view of companies.
    •   User management module: Create user, grouping of user, assign rights.

6.API DataFeed

  • Overview
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  • We provide financial market API's, which are in easy to use data formats on a single interactive website. Financial APIs for Equity, Mutual Funds, Company Announcements, Commodities, Currency, News, Other Markets, IPOs, Company Information, Derivatives with different frequency options such as Delayed, Historical and End of the Day.

    Easy to use API catalog and shortlist feature will save the time and efforts.

    For more information visit our website - API DataFeed

    •  Easy registration and online API subscription process.
    •  User-friendly filter and shortlist API option.
    •  Interactive API selection catalog to subscribe.
    •  User account will maintain all subscription details and API details of subscribers.
    •  Provision of additional subscription makes buying easy.
    •  Option to select different parameters (such as exchange, group and record count) and generate API URL for use.
    •  Request for customized APIs are accepted.
    •  Frequent updates on registered email.
    •  24/7 customer support.

7. Sales CRM

  • Overview
  • Features
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  • CMOTS Sales CRM is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead, to any projects or opportunities. Use CMOTS Sales CRM to manage potential business in your sales. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates.

    CMOTS Sales CRM is responsive and hence can easily be accessed wherever you go, on whatever device you have at hand.

    For more information visit our website - Sales CRM

    •   Content Management
    •   Lead Management
    •   Flexible Calendaring
    •   Lightning Fast Search
    •   Tags and Notification
    •   Email

8. CMOTS eKYC New Effect

  • Overview
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  • CMOTS eKYC is end to end online solution for users who are fulfilling KYC to open an account for Demat/Trading/Banking/Mutual Fund. User’s can be Resident Individual, non-individual or NRI. The CMOTS eKYC portal gives facilities to users pre filled KYC details to receive on their email.

    This portal is integrated with CVL KRA database to populate user’s information which helps users to populate their CVL data to complete KYC process.

    CMOTS eKYC completely eliminates paper work to complete the KYC process

    For more information visit our website - CMOTS eKYC

    •  End to end online solution.
    •  Integrated with CVL KRA database.
    •  Strong Admin to manage user data.
    •  Responsive

9. XBRLine

  • Overview
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  • XBRL (eXtensible Business Reporting Language) is a language for the electronic communication of business and financial data which is revolutionising business reporting around the world. It provides major benefits in the preparation, analysis and communication of business information. It offers cost savings, greater efficiency and improved accuracy and reliability to all those involved in supplying or using financial data.

    XBRLine is the desktop-based software for preparation and filing of Annual Reports in XBRL format, as per Revised Schedule VI.

    We have expertise in converting Annual Report data into prescribed MCA taxonomy. Our team of professionals tags the information provided by you with appropriate element of taxonomy. We provide valid instance document passes by MCA validating tool.

    For more information visit our website - XBRLine

    •   Data entry screens are inbuilt as per taxonomy presentation in specific Extended Link Roles (ELR).
    •   Import data facility from existing Excel files, to map taxonomy elements with Excel data.
    •   Different type of inputs like numeric, text, date, and text block are highlighted by icons for error-free and easy data entry.
    •   Copy paste facility from Word and Excel in text block with formatting
    •   Easy and user-friendly multi-dimension selection and data-entry screens.
    •   Facility to add/edit footnotes, which enables user to capture element wise notes in addition to general notes.
    •   All the formulas/ calculations are inbuilt. Calculated elements will get calculated automatically based on data entered in dependent elements.
    •   Specific and general rules are applied in the software for instant validation.
    •   Generates the instance document quickly after successful validation.

10. CMOTS IPO Online New Effect

  • Overview
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  • User can now apply for new IPOs (Initial Public Offerings) online . No ASBA (Application Supported by Blocked Amount) , No net banking portal or visiting a bank and submitting a physical application with demat account number is required. Login and apply with details of all IPO’s readily available.

    IPO Online from CMOTS supports UPI 2.0 online process. UPI in IPO process has essentially brought in comfort, ease of use and reduced the listing time for IPO.

    SEBI has now made it mandatory for all IPOs to be supported by UPI 2.0. This is a much simpler, online process

    IPO application using UPI is a step towards digitizing the offline processes involved in the application process by moving the same online. This requires you to have to create a UPI ID and PIN using any of the UPI enabled mobile application (Banks/ Third Party Apps).

    For more information visit our website - CMOTS IPO Online

    •   Online tracking of forthcoming and current IPO's.
    •  Easy way to buy and pay online through UPI ID.
    •   Track the status of applied IPO's and alloted IPO's.
    •  Integration with BSE exchange.
    •  You can send notification of upcoming IPO's to your all customers with your own content.

11. Virtual Portfolio Tracker

  • Overview
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  • The Portfolio Tracker is a web-based tool that allows users to track their fixed-income / tenure and non-fixed income / tenure investments and to key in details of investment instruments like

     Bank FDs  Company FDs  Stocks  Mutual Funds Schemes  Bonds, RBI Bonds  GoI Post Office Savings  Insurance  Bullion  Real Estate  F&O

    Users can create multiple portfolios by single registration and add / delete instruments in a portfolio. The tracker is in a form of virtual buys and sells whose portfolio worth and returns are based on current market situations by our Stock price, Latest NAV, & Bullion prices.

    •  Create and Manage multiple independent Portfolios
    •  Get a Unified view of the portfolios
    •  Switch between portfolios with ease
    •  Organised Menu helps in accessing important functions
    •  Maintain portfolio for Multi Assets like Stocks, MF,Commodity,F&O,ULIPS,Insurance,Real Estate, Bullions, Foreign currency
    •  Create Watchlists
    •  Automatic Adjustments for face value and quantities
    •  Short Term and Long Term Profit Statements booked on each scrip
    •  Price Movements in scrips in your portfolio, You get the Average Purchase price and the % appreciation over the current price. You can also see the variation in the price of the scrip over one week, one month, one year as also the 52 WH/L

12. WealthWraps

  • Overview
  • Features
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  • WealthWraps is a one-stop solution for investment management. It has been designed keeping in mind the requirements of an individual investor as well as a portfolio manager. It allows users to track their fixed-income/tenure and non-fixed income/tenure investments such as

      Stocks   Mutual Funds   Derivatives   Commodities   Bank and Company FDs   Bonds   GOI Post Office Savings   Insurance   Bullion and Real Estate

    For more information visit our website - WealthWraps

    • Main Features:
    •   Multiple Portfolios
    •   Multi Assets
    •   EOD /Online Gain Loss Report Watch list
    • Watch List:
    •   Online Up-dation
    •   Auto Adjustments of corporate actions
    • Portfolio Views:
    •   Reports

13. Financial Tools

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  • Financial planning is a process of meeting your life goals through proper management of finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement. Using these calculators, you can work out where you are now, what you may need in the future and what you must do to reach your goals.

      Retirement Planning   Investment Planning   Tax Planning   Savings Planning   Financial Management   Investment Guide   Auto Loan  Housing Loan
  • Coming soon

14. Content Management System

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  • Content Management System (CMS) is a web application facilitating a group of users, usually from different departments in an enterprise, to collaboratively maintain and organize the content of a website in an effective manner.

    Web content can include text, images, audio and video. CMS also includes workflow features so that creating, storing, and updating of web pages, along with approval sub-procedures, can be streamlined. In addition, features such as versioning and check-in and check-out auditing are in-built for managing and tracking the updating of web pages.

    •   Add / Edit / Delete the users.
    •   Super Admin login, to Grant the user permissions.
    •   Add / Edit / Delete web page banners.
    •   An editor has an option to add/edit/delete the content font option/add hyperlink/table/bullet/numbering / alignment, use of break paragraph etc. with facility to view the same in HTML mode and design mode.
    •   Add/ Update of reports.
    •   Add/Edit/ Delete SEO data.
    •   Manage URL redirections.
    •   Option available to embed external link, scripts wherever required.
    •   Every page has an option to Active / Deactivate the record.

15. Capitaline News Wire App

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  • Watch the market moves with the trusted financial information provider

    Download the app for instant access to live and comprehensive news in Equities ,Commodities, Mutual Fund. Commentary on the market at periodic intervals. Financials and market performance of companies with Charts. NAVs, portfolio, AUM and returns of Mutual funds with charts.

    •   Easy navigation
    •   Quick search option for Equity and Mutual Fund
    •   Historical Charts

16. IFA Transact

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  • IFA Transact will provide you seamless and user friendly experience to manage your customers Mutual Fund portfolio.The best way to manage your business with our product strong back-office management which will help you to get the leads of new clients, inculde new sub-broker to expand your business scope, also the automated holdings data process which will make easy to you to track the status of your customers transactions. You can suggest top mutual funds as per client risk using our Robo Advisory feature. We will also provide virtual portoflio for Other Assets(Bonds, Fixed Income, Bullion, Loan).

    A Complete mutual fund transaction platform under your brand name with feature loaded to reduce your load.

    Access your clients portfolio anytime, anywhere. Get hassel-free online transaction facility and complete back office software for client servicing under your own brand name with a website and mobile app.

    Ready to board solution integrated with BSE STAR and NSE NMF with provision to integrate transactions for major registrar- CAMS, KARVY, TEMPLETION and SUNDARAM

    For more information visit our website - IFA Transact

    •   Client Dashboard (Single and Family based)
    •   Back Office Dashboard
    •   Family Management
    •   Online Transactions
    •   On behalf of client transactions facilty.
    •   Automated Holding Services
    •   Various Reports

17. CMOTS LMS

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  • CMOTS LMS is systematic process in which incoming leads are managed and track accurately, so that your business process become hassle free.You can check all you business status in one view using our dashboard. Through our product you send notifciations through email and SMS to your leads for your services and busniess updates. We are providing bulk upload facilty to catch bulk lead in your database in one click. LMS is providing user frienldy staff management system. so that you can customize your team as per your needs

    For more information visit our website - CMOTS LMS

    •   Various options in our master for your business management.
    •   User friendly dashboard to track your leads at one view.
    •   Bulk lead upload facility.
    •   Comprehensive Lead reports

18. Issue Tracking system

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  • CM SupportDesk a practical and robust support ticket System to reduce chaos and bring order to your support process. Bring all requests under one roof together painlessly and improve your support response time.

    For more information visit our website - Issue Tracking system - Tickets

    •   Improve Respone time
    •   Assign right to support staff
    •   Escalte issued online

Few words about us ....

CMOTS Internet Technologies Pvt. Ltd. is India’s leading financial information and software solutions provider with a global presence

As an ISO 9001:2015 certified company, our focus is on providing services of the highest quality. We offer innovative and robust web applications and solutions to suit the requirement of the end user. Our professional team adheres to a set of standards during the knowledge transfer process to enhance the efficiency and productivity of our clients.

Satisfaction of our stakeholders is important to us. Hence, we view our customers as our partners rather than buyers of our services. Ensuring smooth adaptation of our processes and ease of using our applications is our ultimate motto.

CMOTS Internet Technologies Pvt. Ltd.

101, Swastik Chambers, Sion - Trombay Road, Chembur Mumbai- 400 071 , Maharashtra, India
91-22-25229720
91-22-25230011
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