Use MProfit for capital gains and accounting

Chartered Accountants across India rely on MProfit to compute accurate capital gains compliant with Income Tax rules, and manage accounting for their clients.

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Aggregate transaction data from 3,500+ file formats across 700+ brokers

  • Import client transactions from Stock, F&O digital contract notes and trade-book files
  • Upload client MF CAS and back-office files from CAMS, Karvy & Franklin
  • Import bank statements from 60+ Indian banks
  • Formats supported for import in MProfit include Excel, PDF, HTML, CSV, DBF and text

Compute capital gains in Stock & Equity MF transactions for your clients

  • View long-term, short-term & intraday Capital Gain reports in Income Tax filing format
  • Generate your long-term capital gains with or without Grandfathering, as required
  • Capital gains are auto-adjusted post corporate actions as per Income Tax rules

Compute capital gains in Debt MF, Traded Bond & Gold Bond transactions for your clients

  • Compute long term capital gains with or without indexation, in line with India's new Cost Inflation Index (CII)
  • Capital gains for Traded Bonds & Gold Bonds in MProfit use different holding periods as per Income Tax rules

Seamlessly maintain accounting for clients

  • Import bank statements from 60+ Indian banks
  • Link PMS portfolios to your Accounting module to eliminate data-entry in two places
  • Auto-generate vouchers and ledgers from Stock, MF & F&O transactions
  • Auto-generate year-end vouchers to close books of accounts
  • View Balance Sheet, Trial Balance and Profit/Loss reports

Maintain accounting for client F&O portfolios

  • Import client F&O transactions from digital contract notes or back-office files
  • Generate P/L across commodity & currency F&O transactions for clients
  • Auto-generate vouchers and ledgers from linked F&O portfolios
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Simply, I like it

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

Bhavesh Patel, Chartered Accountant

Manage one’s portfolio across different asset classes in a fraction of time

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

Sandeep Shah, CA

Very good base for accounting and a whole lot of MIS reports

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

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