India's Most Trusted
Portfolio Software
Company
i-Record Infotech Solutions Pvt. Ltd. has been empowering investors, traders & CAs across India since 2005 — simplifying share accounting, portfolio management & tax compliance for every type of investor.
Enabling Indian Investing Community to manage family investments the correct way.
At iRecord, our mission is to bring absolute clarity to wealth data by replacing fragmented systems, complex spreadsheets, and manual workflows with a single, intelligent platform.
From seamless data aggregation to precise capital gains and performance reporting, iRecord automates the entire portfolio management journey — enabling wealth professionals to save time, reduce errors, and scale with confidence.
Built for clarity. Designed for control.
Our Story
iRecord was built to solve a problem the Indian capital market community had long accepted.
For decades, the community relied on complex Excel sheets, manual entries, and even handwritten records to manage portfolios. Data was fragmented, calculations were time-intensive, and critical areas like capital gains reporting were often error-prone and difficult to track.
As portfolios scaled, so did the complexity — but the tools didn't.
What began as an effort to streamline reporting evolved into a unified platform designed to replace scattered systems with structure and accuracy. By eliminating manual dependencies and standardizing workflows, iRecord brings consistency, transparency, and precision to portfolio management.
Today, iRecord serves as the technology backbone for modern wealth professionals — transforming how data is managed, interpreted, and delivered.
Replacing complexity with clarity.
Founded in 2007, incorporated in 2017, today iRecord is widely used and time-tested in the industry serving more than 75,000+ active demat holders.
The Team Behind iRecord
Decades of combined experience across Indian capital markets, institutional finance and technology.
What Drives Us Every Day
We believe every investor deserves powerful, accurate & affordable financial tools — not just institutional players.
Accuracy Above All
Every report, every calculation, every capital gain figure is built to be 100% accurate — because your money and your tax filing depend on it.
Always Compliant
i-Record is updated every year to match the latest Income Tax amendments — so your reports are always ready for ITR filing, zero stress.
Save Your Time
What used to take 10–20 days of manual work is now done in under an hour. We turn your workload into a one-click solution.
Your Data is Private
All data is stored locally on your computer — never uploaded to any cloud server. We take your financial privacy seriously.
Investor-Centric Design
Built keeping everyday investors in mind — not IT professionals. Simple UI, clear reports, helpful support team always ready to assist.
Constant Innovation
From LTCG grandfathering to F&O analytics to XIRR reporting — we continuously add cutting-edge features that match your evolving needs.
A Legacy of 20+ Years
From a small idea to India's most trusted portfolio software — our journey has been shaped by our users.
Software Launched
i-Record first released by Raj Software Technology — solving share accounting for Indian investors.
Multi-Broker Import
Introduced auto-import of broker contract notes — a first in Indian retail fintech software.
5,000+ Users
Crossed 5,000 active investors and expanded to mutual fund & commodity tracking modules.
i-Record Infotech Solutions Founded
Formally incorporated as i-Record Infotech Solutions Pvt. Ltd. (CIN: U74999MH2017PTC300805), carrying forward the legacy.
LTCG Grandfathering Feature
Within weeks of the Budget announcement, added LTCG grandfathering (FMV Jan 31, 2018) — before any competitor.
2800+ Import Sources
Expanded import sources to 2800+ brokers, banks & mutual fund platforms — largest database in any Indian retail portfolio software.
10,000+ Investors & Redesign
Crossed 10,000 active users. Launched completely redesigned UI — faster, smarter, and even more powerful.
Who Uses i-Record?
Our client base spans every corner of India's financial services ecosystem.
Retail Investors
Individual stock market investors managing their personal portfolio & ITR
Active Traders
F&O, Equity, Commodity & Currency traders needing daily multi-broker accounting
Chartered Accountants
CAs managing multiple client portfolios and generating ITR-ready capital gain reports
Family Offices & HNIs
High net-worth individuals & family offices with complex multi-asset portfolios
Sub-Brokers & IFAs
Individual Financial Advisors & sub-brokers managing client portfolios professionally
Broking Houses & AMCs
Financial institutions & Asset Management Companies for client reporting & analytics
CFPs
Certified Financial Planners integrating portfolio tracking with holistic financial advice
Corporate Investors
Companies & firms investing in equity markets needing formal accounting statements
Why 10,000+ Investors Trust i-Record
There are many reasons investors switch to i-Record — here are the ones that matter most.
Reduces 10-Day Work to 1 Hour
i-Record's auto-import and report generation compresses weeks of manual accounting work into minutes. Our users consistently report saving 20+ hours every tax season.
Zero Manual Errors
Manual Excel bookkeeping is error-prone. i-Record's automated calculations for capital gains, XIRR, HPR & CAGR ensure 100% accuracy — your ITR will be correct the first time.
Always Tax-Compliant
Every Union Budget brings new IT amendments. i-Record is updated within days of every change — LTCG grandfathering, new tax slabs, debt MF changes — we've got you covered.
Trusted by Financial Professionals
Chartered Accountants across India rely on i-Record to manage their clients' portfolios and generate ITR-ready reports — the highest professional endorsement possible.
Complete Multi-Asset Coverage
Stocks, F&O, MF, Commodities, IPO, FD, Bonds, PPF, NSC, Insurance — all in one place. No other Indian portfolio software covers this breadth of assets.
Private & Secure by Design
Your sensitive financial data never leaves your computer. i-Record stores everything locally — there is zero risk of data breach or unauthorized cloud access.
i-Record Infotech Solutions Pvt. Ltd.
Official company details and contact information for business inquiries, partnerships & support.
Registered Company Details
Incorporated under the Companies Act, 2013 — ROC Mumbai. Active & in good standing.
Directors
Tejas Dalal Pravinchandra, Vivek Tejas Dalal & Tejal Tejas Dalal — leading the company with deep fintech and finance expertise.
Company Type
Private Limited Company · Unlisted · Indian Non-Government company. ROC: Mumbai. Status: Active.
Acquired From
Product originally developed by Raj Software Technology Ltd. and acquired by i-Record Infotech Solutions — carrying 20+ years of legacy forward.
Specializations
Portfolio Management, Share Accounting, Capital Gain Reports, Multi-Asset Allocation, XIRR & Digital Contract Note Import.