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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
The Startup Guide for IFAs

At MProfit we meet and talk with a wide variety of advisors and many have the same issues and ask the same questions. We could have created an FAQ page but decided it might be better to create a PDF document of the issues that advisors face when dealing with technology. The Startup Guide for […]

7 April, 2012
Lalkar Securities

For 2012 we are starting a new feature on our blog by speaking with some of our clients who use MProfit.  The interviews will be a combination of what they do and how MProfit benefits them. Name Hansal Thacker, Director at Lalkar Securities Website http://www.lalkarsecurities.com/ Company Information Lalkar Securities was started in the early 1980’s and […]

2 March, 2012
The Jago Investor Book

It’s not often we review books on the MProfit blog but a great one for personal finance was just released by Manish Chauhan. You might not know his name but he is the force behind JagoInvestor.com one of the most frequently visited sites for Indian personal finance information. We are very big fans of the […]

3 February, 2012