I was doing my mutual fund with a national distributor and was keen on doing myself. But, the biggest hurdle was a software which would integrate my investments in my code as well as those done with the ND. After searching for all that was available in the market, I had almost given up hope when somebody suggested me MProfit.
LO! It changed my life.

MProfit is one of the most Advisor-friendly software available in the Market today. Not only that, its cost is very competitive. I am now more confident of doubling my AUM as I fully concentrate on increasing my AUM without having to worry about a reliable Portfolio Program. MProfit does this and more.

MProfit not only maintains the records in an extremely user-friendly manner but also generates all kinds of very very useful reports. It is doing the job of 3 Office Staff for the salary of HALF A CLERK!!!

Thanks MProfit.

MProfit Software is very nice software. The support team is very helpful. All queries are solved by them. My experience is very good

MProfit is the best software I have come across that blends today’s digital capabilities and speed of record keeping. Accounting and portfolio management have become very fast due to all banking, broker contract notes upload templates and integration with live data feeds. Accounting for individuals has simply become a breeze. The support team also is highly responsive and knowledgeable.

I have been a customer of MProfit for about 2.5 years. I just want state for the record my appreciation of your product and your service.
Product has been very easy to use – you have made it very intuitive and user friendly. It has been a breeze to come on board and use various features. I also appreciate your attempts to keep up with the technology changes and going to MOBILE and CLOUD. I am looking forward to the CLOUD version.

Whenever I called your office for some assistance I have spoken with your knowledgeable and helpful support team – this made it a very easy journey for me.

Thanks a ton and keep up the great work you are doing!!!

I love your product and happy to recommend you and be your reference

Indian Stock Market, with ever changing regulations, legislation, complexities and hundreds of Brokers having their own way of generating contracts/reports etc is a nightmare for any software developer who wants to automatize. Myself being a CA & having basic programming knowledge thought it was an impossible task till I came to know about MProfit in 2015.
MProfit has made this herculean task a reality and it allows one to manage one’s portfolio across different asset class in a fraction of a time and is quite simple to operate. A person having multiple broker accounts and multiple demat accounts can also have a seamless data updation, which is the beauty of product & shows the immense thoughtfulness in the product architecture.

MProfit team members deserve a big kudos for passionately resolving each and every query of users (2200+ broker/templates of different segments) MProfit is priced at an affordable level even for a small trader/investor and is also given Free for the basic version – these traits are quite rare considering the Indian environment.

For the Accounting module, the idea of Importing the entire bankbook (even broker ledger) and minimizing the monotonous typing efforts, which otherwise are prone to errors, deserves a special mention. Also, getting a FAMILY/GROUP portfolio data with a single click is a boon.

In a nut-shell, MProfit is one of the most versatile product for Portfolio & Accounting running successfully and am glad and confident that this Made in India product will be honoured globally

MProfit has made managing multiple portfolios absolutely hassle free for me. I can now manage multiple accounts by spending not more than 15 minutes a day and its easy reports allow me to get actionable insights. Capital gains and other reports make year ending also easy for me. Would gladly recommend this product to anyone managing large multiple portfolios. Please do note this is not an investment recommendation or technical analysis tool.

I have been using MProfit ever since 2015. Being a Stock Broker, MProfit has helped a lot in managing my clients accounts. PMS, F&O transaction option is just fantastic.
Cheers Team MProfit.

The software is very much user friendly and the support team is always keen to respond quickly. Simply, I like it

Thank You for the prompt support yesterday over the call, for import of Kotak Bank transactions. The support of entire team of MProfit is AMAZING – PROMPT AND SPONTANEOUS.

The software is fantastic tool for managing the transactions, absolutely easy to operate.

Thanks to MProfit software for creating a user friendly, secure, scalable tool for investors and advisors. I wish I had known about it earlier. But it has made meeting my professional obligations very easy. Best is the possibility of uploading any format like Karvy, CAMS, and CAS files and track investment progress.
Clubbed with a responsive support team which is extremely proactive. I am your proud user and recommend more advisors and investors to make use of this resource.

MProfit provides a very good base for accounting of various financial products and a whole lot of MIS reports for decision making. This is coupled with a very quick and efficient back support team which takes the software to another level. Pretty impressed with the work 🙂 Keep it up guys !!!!

I purchased MProfit Investor+ about 18 months ago and found that it is an excellent software to manage my investments. This prompted me to upgrade to Pro and I think it was a good decision.

MProfit has enabled me to split my investments into several portfolios which gives me an accurate picture to evaluate my investments against the recommendations of my advisors, and find out for myself how good or bad the advisors recommendations have been overall.

The reports are very useful and the Capital Gains calculations, including grandfathering, are accurate. It helped me a great deal in filing my returns for this AY.

A software can be only as good as the support we get. MProfit software gets frequent updates for fixes and enhancements. The support team is also very prompt and helpful in handling my queries and problems.

The Forum is also very useful with loads of information and tips.

I would recommend this software to anyone who needs to be in control of his/her investments.

Good job MProfit. Keep it going

MProfit has proved to be an excellent & superb value for money portfolio managemnt software for a pure-fee only investment advisor like me. It allows a seamless interface with multiple options to upload transactions, with automatic computation of capital gains, XIRR etc. The report suite is also excellent which allows customisation & branding as well. And the biggest diffrentiator at MProfit is their superb customer service. I do not think I have seen such an excellent customer service anywhere else, atleast not in the financial services space. Also, the price is very affordable. All in all, its a great & highly recommended portfolio management tool for investors as well as advisors.

I have been using MProfit for the last couple of years as a Wealth Manager. The Software has made us an IT enabled organisation instantly as our clients now have access to all their investments on their mobile phones and they are loving it. This has not only helped us scale up business but has also provided a premium feel to our services.

What is even better is the unparalleled instant support which MProfit provides over the phone, which motivates us to grow faster as we now have an IT Partner. Over the last 2 years MProfit has continuously innovated culminating into their new Cloud Application which is another big stride in getting us closer to our clients and vice versa. Thanks MProfit!!!

Have been using MProfit to manage my portfolio for some time now and I must say that it is one of the best platforms that I have used so far. Being from the finance industry myself, I am fairly picky with how I like to see my portfolio and MProfit ticks most of the boxes.

It is simple to use, shows all the relevant information succinctly and the HelpDesk is very good! They are quick to respond and try and action your suggestions quickly.

All in all, 5/5 rating. Good luck!

I was doing my mutual fund with a national distributor and was keen on doing myself. But, the biggest hurdle was a software which would integrate my investments in my code as well as those done with the ND. After searching for all that was available in the market, I had almost given up hope when somebody suggested me MProfit.
LO! It changed my life.

MProfit is one of the most Advisor-friendly software available in the Market today. Not only that, its cost is very competitive. I am now more confident of doubling my AUM as I fully concentrate on increasing my AUM without having to worry about a reliable Portfolio Program. MProfit does this and more.

MProfit not only maintains the records in an extremely user-friendly manner but also generates all kinds of very very useful reports. It is doing the job of 3 Office Staff for the salary of HALF A CLERK!!!

Thanks MProfit.

MProfit Software is very nice software. The support team is very helpful. All queries are solved by them. My experience is very good

MProfit is the best software I have come across that blends today’s digital capabilities and speed of record keeping. Accounting and portfolio management have become very fast due to all banking, broker contract notes upload templates and integration with live data feeds. Accounting for individuals has simply become a breeze. The support team also is highly responsive and knowledgeable.