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Manage your family assets with MProfit

Some of India's largest Family Offices rely on MProfit to manage their multi-asset holdings and track investment performance across different advisors.

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Manage & track multiple asset classes

  • Manage investments in Stocks, Mutual Funds, F&O, Traded Bonds, Insurance, PMS, AIF & many other asset classes.
  • Track Absolute Gain and Annualised Return (XIRR) for all assets

Manage multiple portfolios and create portfolio groups

  • Maintain individual portfolios and create portfolio groups to view consolidated holdings
  • Manage your portfolios broker-wise or demat-wise, if required

Auto-import data from 4,000+ file formats across 700+brokers

  • Forward your files via email to have your data auto-imported to MProfit
  • Auto-import contract notes & other back-office files for Stocks
  • Auto-import your pdf Mutual Fund CAS statement from CAMS or NSDL
  • Import PMS & AIF statements
  • MProfit supports import across disparate formats like PDF, Excel, HTML, CSV, TXT and DBF

Manage your F&O positions in real-time

  • Manage your Stock, Currency & Commodity F&O positions
  • Import your F&O digital contract notes and trade-book files
  • Create and maintain mark-to-market records for your F&O positions
  • Track your Realised and Unrealised F&O Profit/Loss

Track real-time portfolio valuations

  • Receive live price updates (with a 15 minute delay) for Stocks and ETFs in your portfolios
  • Receive daily NAV updates for Mutual Funds and daily price updates for Listed Bonds
  • View historical valuations for your Stock and Mutual Fund portfolios

Get Capital Gains in Income-Tax-Return format for Stocks, Mutual Funds & Bonds

  • View long-term, short-term & intra-day Capital Gain reports in Income-Tax-Return format
  • Capital Gain reports are also available in ClearTax and Winman tax software formats
  • Capital gains for Stocks & Equity MF are available with & without LTCG Grandfathering provision
  • Capital gains for Debt MF & Gold Bonds can be viewed with & without Indexation
  • View unrealised capital gains to know your tax liability before selling an asset

Get advanced insights with MProfit reports & dashboard

  • View Annualised Return (XIRR) reports for any portfolio or group of portfolios
  • View multi-family reports that provide detailed insights into AUM and Asset Holding
  • Analyse asset allocation at the family level, both asset-wise and portfolio-wise
  • Get historical valuations for any portfolio to track performance over time

Seamlessly maintain your family accounts

Available on MProfit for Windows Desktop

  • 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
Previous
Manages mine & family member portfolios very well

I have been using MProfit for the last 3 Years & selected this software after studying various other Portfolio Management software (Free & Paid). MProfit manages mine & family member portfolio very well. It has Grouping facility where individual portfolios can be combined to view current positions at a glance. For any queries, the MProfit Support Team is very good & provides immediate resolution of query.

Ravi Modi, Technical Director
ThinPC Technology Pvt Ltd

Excellent software

I purchased it in August 2016 for 1st time. I found it very useful for retail investors. It was very complicated to find out short term and long term profit before purchase of this software. But now it is very easy to calculate it. I also suggested to my friends and recently some of them also bought it.
This software is very excellent. I will definitely suggest to every one who is dealing in share markets

HARDIK N. PATEL, Partner
Jay Gruh Udyog

Your software is excellent

Your software is excellent. MProfit is a great product, but what we have liked the most is the prompt and quick response from the Support whenever we have faced any issue. Must say, we are very impressed with the kind of service & your support team is excellent.
We appreciate your team who were lending support till its resolution. Whenever we called your office for some assistance, we have spoken with knowledgeable and helpful support team members.

Great Going. Keep it up

Vidya Nadkarni, Kolsite Group

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