Blog

MProfit Review From Atul Karmarkar

One of our users Atul Karmarkar has written a very in-depth review of MProfit and other portfolio management tools on his blog. A year ago, I’d tried MProfit Portfolio Management – it was then available on a trial basis, after which one had to pay. I liked it, but wasn’t sure about paying for something that MS […]

18 February, 2014
New update for 2014 – Happy New Years to you!

Lately we have been flooded with new feature requests. As many of you know we listen to all requests and then the team decides when and if the feature is implemented into MProfit. One of the most requested features over the past year has been the ability to import many contract notes at once. So […]

8 January, 2014
MProfit Accounting Module has Arrived with v9.3

With the release of version 9.3, MProfit has introduced an accounting module which provides seamless integration with the portfolio management section (PMS). The Journal vouchers, payment and receipt voucher entries are auto-generated from stocks, mutual funds and F&O transactions and posted in their respective ledger accounts. Previously, customers would maintain transactions in MProfit and also […]

11 October, 2013
Vivek Rege of VR Wealth Advisors

Name Vivek Rege of VR Wealth Advisors (website) Background Vivek started working for a firm after getting his CA intermediate. Then in 2003 he decided to setup his own financial advisory practice. VR Wealth Advisors Clientele includes individuals who work in corporates having Senior Management Positions. The Consulting Services that VR Wealth Advisors offer include […]

31 August, 2013
How Suchita Ambardekar uses MProfit

Name Suchita Ambardekar Background Suchita has been following the markets since 1996 because of her family portfolio. She started writing a blog (located here) about the markets and personal finance. Slowly, people started asking her for specific advice and she would freely give the advice. Then someone mentioned she should start to charge her clients […]

22 May, 2013
How Radix Securities Benefits from MProfit

Name Sumeet Savla, Proprietor at Radix Securities Company Background Radix Securities located in Bombay was started in April 2010 by Sumeet Savla, he previously worked at PayPal as a software engineer. Radix Securities is a wealth advisory firm that advises on stocks, mutual funds and insurance for NRI’s. His technology background has allowed him to develop his […]

13 March, 2013
How To Grow Your Advisory Practice

DSP BlackRock recently released an eBook for their mutual fund advisors. The eBook was written by the team of Manish Chauhan and Nandish Desi of JagoAdvisor and JagoInvestor fame.  It’s a great guide for independent financial advisors (IFA’s) to reference and see how they can grow their practice. The eBook is broken into 10 sections […]

28 February, 2013
MProfit Investor is now FREE

As of today, MProfit Investor is now FREE,  the only limit is that MProfit Investor can manage an invested amount of up to Rs. 50 lakhs. Other than that you can use all the features of MProfit Investor for as long as you like and never have to pay for it. Need to manage your families investments? […]

1 February, 2013
MProfit v9.1.5 now supports PDF contract notes

MProfit now allows you to import your PDF contract notes directly into MProfit even if they have a password. Some of the brokers we support starting today include: HDFC, ICICI Direct, Indiabulls, India Infoline, JM Financial, Motilal Oswal, Reliance Securities and SBI Caps. We also support the Consolidated Account Statement (CAS) for mutual funds from […]

2 November, 2012
New v9.1 launched and new Pro version

With version 9.1 two major features were added to MProfit Pro and Advisor: 1. Managing your Futures and Options (F&O) trading 2: MProfit Sync – a secure way of having clients view their financial transactions from their computer. Managing Futures and Options (F&O) The ability to manage a users F&O transactions has been requested quite […]

6 July, 2012