MProfit provides you with a seamless way to manage your investments across Stocks, Mutual Funds, Bonds, F&O and other asset classes. Auto-import your data to MProfit, track portfolio performance and view insightful reports.
Sign-ups / Downloads
Cities with customer presence
File formats you can import
Powered by an intuitive interface on Web, Desktop, Android and iOS devices, MProfit lets you maintain multi-asset investment portfolios and automates import of data from 700+ supported brokers, MF registrars & other sources
Manage and track multiple asset classes
Auto-import data from 4,000+ file formats across 700+ brokers
Get Capital Gains in Income-Tax-Return format for Stocks, Mutual Funds & Bonds
Gain insights with MProfit Reports
MProfit offers distinct solutions for different user groups. What remains constant across them is ease-of-use, low prices and excellent customer support.
Indian & NRI Investors, prominent Financial Advisors & Brokers, reputed CA firms & some of India's largest Family Offices.
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.
Srikanth Matrubai, CEO
SriKavi Wealth Advisors
Purchased MProfit after considerable study on available software on Portfolio management lasting five months in Jan 2017. It is a user friendly, purposeful and very competitively priced product. Product support team is thorough, smart and cooperative.
CMA Ashwani Kumar Aggarwal
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.
Suneel Aradhye
The main part of MProfit that caught my eye was the capital gain calculator and the tax friendly reports they generate. Team MProfit have done an amazing job in removing tax hassels for investors and traders alike. Their contribution towards this area is immense and better still its free for investors to use.
I would certainly recommend using this to maintain your equity portfolios and for your capital gain calculations. Kudos to team MProfit and their great work.
Sunit Pinto, S A Financial Services
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 !!!!
Rinkesh Jain, Ambavat Jain & Associates LLP
MProfit is one of the best portfolio management and accounting solutions, we were able to find for our clients. All customers’ feedback we got have been positive
Ankit Dudhwewala, Co-founder
SoftwareSuggest.com
As an advisor, both the correctness of data as well as after sales support is a big pain point. However in many years of using MProfit Advisor can surely vouch for both data sanctity and sales support. One of the few organisations where updates are frequent and useful. Happy clients make for a happy advisor
Shankar S, CFP
Credo Capital
I am using MProfit Free version for the last week and am fully satisfied with it. I am planning to upgrade it to a paid version shortly, since I also need to make entries for my F&O trades.
I am delighted to note that they care even for the users of the free version, my query got resolved in 24 hours. The features are also very good.
Vinod Ambavat, Partner
Ambavat Jain & Associates LLP
The first important step to be taken after you start your investment is to manage your portfolio by doing an accounting for the same. While searching for an investment management desktop software I came across a name MProfit Portfolio Management and Accounting Software. I gave it a try since it had both the modules in one which I felt would make my investment journey a bit easy.
I was amazed how easily and fast I could import and record all transactions and get all types of Misc. and Statutory Reports with almost zero effort. The accounting module is extremely user friendly and much more easy and fast than the existing accounting software available in the market which is just like a blessing in disguise. Fast submission of accurate accounting reports during the year-end has now become an easy task.
Also being a desktop application along with many extremely helpful features makes information safe, secure and a best value for money. A very good and must have software program for all independent retail Investors.
Really appreciate the effort you guys are taking at MProfit and thank you for the same.
Good luck and God Bless
Mansukh Savla
MProfit has become an asset for our organization. I was able to get all the support I needed, 24/7. The support staff is very helpful and want you to succeed. The training programs provided me with all the knowledge I needed to run the software. This Software is the essential need of our organization, aiding us in all financial assets with single platform. If you are looking for an all-in-one portfolio management software, this is the one! Go and Grab It
Sadashiv Kashyap
Use of this software has saved countless hours as its very easy to import contract notes, Bank statements etc and create P&L, B&S. Also, customer support is prompt in resolving all queries
CA Ankush Bhutra
I am really happy that you rolled out the grandfathering patch for the LTCG. The design is also good for representation. It takes a great nightmare out of the investor and he can now focus on the actual investing. Thanks!!
R. Mohandas
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
Praveen Reddy, Principal Advisor
IndusWealth
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!!!
Vinay Bagri, Chartered Accountant
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.
Ashwin Balasubramaniam
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.
Srikanth Matrubai, CEO
SriKavi Wealth Advisors
Purchased MProfit after considerable study on available software on Portfolio management lasting five months in Jan 2017. It is a user friendly, purposeful and very competitively priced product. Product support team is thorough, smart and cooperative.
CMA Ashwani Kumar Aggarwal
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.
Suneel Aradhye
The main part of MProfit that caught my eye was the capital gain calculator and the tax friendly reports they generate. Team MProfit have done an amazing job in removing tax hassels for investors and traders alike. Their contribution towards this area is immense and better still its free for investors to use.
I would certainly recommend using this to maintain your equity portfolios and for your capital gain calculations. Kudos to team MProfit and their great work.
Sunit Pinto, S A Financial Services
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 !!!!
Rinkesh Jain, Ambavat Jain & Associates LLP
MProfit is one of the best portfolio management and accounting solutions, we were able to find for our clients. All customers’ feedback we got have been positive
Ankit Dudhwewala, Co-founder
SoftwareSuggest.com
As an advisor, both the correctness of data as well as after sales support is a big pain point. However in many years of using MProfit Advisor can surely vouch for both data sanctity and sales support. One of the few organisations where updates are frequent and useful. Happy clients make for a happy advisor
Shankar S, CFP
Credo Capital
I am using MProfit Free version for the last week and am fully satisfied with it. I am planning to upgrade it to a paid version shortly, since I also need to make entries for my F&O trades.
I am delighted to note that they care even for the users of the free version, my query got resolved in 24 hours. The features are also very good.
Vinod Ambavat, Partner
Ambavat Jain & Associates LLP
The first important step to be taken after you start your investment is to manage your portfolio by doing an accounting for the same. While searching for an investment management desktop software I came across a name MProfit Portfolio Management and Accounting Software. I gave it a try since it had both the modules in one which I felt would make my investment journey a bit easy.
I was amazed how easily and fast I could import and record all transactions and get all types of Misc. and Statutory Reports with almost zero effort. The accounting module is extremely user friendly and much more easy and fast than the existing accounting software available in the market which is just like a blessing in disguise. Fast submission of accurate accounting reports during the year-end has now become an easy task.
Also being a desktop application along with many extremely helpful features makes information safe, secure and a best value for money. A very good and must have software program for all independent retail Investors.
Really appreciate the effort you guys are taking at MProfit and thank you for the same.
Good luck and God Bless
Mansukh Savla
MProfit has become an asset for our organization. I was able to get all the support I needed, 24/7. The support staff is very helpful and want you to succeed. The training programs provided me with all the knowledge I needed to run the software. This Software is the essential need of our organization, aiding us in all financial assets with single platform. If you are looking for an all-in-one portfolio management software, this is the one! Go and Grab It
Sadashiv Kashyap
Use of this software has saved countless hours as its very easy to import contract notes, Bank statements etc and create P&L, B&S. Also, customer support is prompt in resolving all queries
CA Ankush Bhutra
I am really happy that you rolled out the grandfathering patch for the LTCG. The design is also good for representation. It takes a great nightmare out of the investor and he can now focus on the actual investing. Thanks!!
R. Mohandas
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
Praveen Reddy, Principal Advisor
IndusWealth
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!!!
Vinay Bagri, Chartered Accountant
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.
Ashwin Balasubramaniam
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.
Srikanth Matrubai, CEO
SriKavi Wealth Advisors
Purchased MProfit after considerable study on available software on Portfolio management lasting five months in Jan 2017. It is a user friendly, purposeful and very competitively priced product. Product support team is thorough, smart and cooperative.
CMA Ashwani Kumar Aggarwal
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.
Suneel Aradhye