CAs can benefit

MProfit Advisor is perfect for Chartered Accountants (CAs)


Manage 100’s of portfolios and families
Manage all your clients assets such as stocks, MFs, FDs, ULIPs, gold and more
Auto price updates for stocks, mutual funds and ETF NAVs
Capital Gains reports for long term, short term and intraday. Reports with or without indexation for debt MFs and FMPs
Accounting JV, closing balance reports, due dates and much more…
Add your company logo to reports you create for your clients

 

Click to download a FREE 30 day trial of MProfit Advisor