Try the new MProfit for web & mobile

A complete portfolio management solution

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

View Features

Manage and track multiple asset classes

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

Manage multiple portfolios and create portfolio groups

  • Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings
  • Advisors can maintain client investments in category-wise & family-wise portfolios

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 & many other back-office files for Stocks
  • Auto-import your PDF Mutual Fund CAS statement from CAMS or NSDL
  • Import your PMS and AIF statements
  • Advisors can auto-import Mutual fund back-office files from CAMS, Karvy & Franklin as well as sub-broker files for Stocks
  • MProfit supports import across disparate formats like PDF, Excel, HTML, CSV, TXT and DBF

Update and track your portfolios on-the-go at any time

  • MProfit's web interface enables you to use MProfit across Windows and Mac computers
  • Our Android & iOS mobile apps enable you to conveniently update & track your portfolios on-the-go
  • MProfit continues to offer our Windows Desktop application as an alternative to MProfit Cloud, depending on user preference

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 compliant with Income Tax rules
  • View unrealised capital gains for any asset, to know your tax liability before selling
  • Capital gains for Stocks & Equity MF can be viewed with & without the Grandfathering provision
  • Capital gains for Debt MF & Gold Bonds can be viewed with & without indexation

Gain insights with MProfit Reports

  • View Annualised Return (XIRR) reports, Capital Gain reports in Income Tax format, Historical Valuations and many more
  • Investors can view reports for any individual portfolio or group of portfolios
  • Advisors can view client-wise reports in MProfit
  • Advisors also get multi-client Excel reports that provide AUM & client-wise holding details

Advisors: Enable your clients to track their portfolios on web & mobile

  • Seamlessly provide free MProfit logins to your clients
  • Your clients can track real-time portfolio valuations with MProfit web & mobile apps
  • Your clients can also view reports and asset allocation in MProfit

Automate your investment-related accounting

Available on MProfit for Windows Desktop
Coming soon to MProfit Cloud

  • Import your 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

Manage your F&O positions in real-time

Available on MProfit for Windows Desktop
Coming soon to MProfit Cloud

  • 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
  • View F&O Summary, Profit/Loss, Transaction and Turnover reports
Previous
Happy clients make for a happy advisor

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

New Cloud Application – another big stride

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 – A Great Financial Tool

Today I have downloaded the MProfit 10 in my Laptop and the App in my IPad and spent a couple of hours on exploring the various features of the App and the Reports/Charts that could be generated from Cloud.

Through the App, now we are able to access the portfolio of the family and of members and could obtain the summary and transaction details of all assets and meaningful charts with simple touches on the screen.

It is a wonderful milestone in MProfit for having introduced such a very user friendly App. Due care has been taken for the requirements of the users. Designing of the App has been well thought of and implemented very appreciably. 

With more than three decades of exposure as a Banker and the feel of the customer expectation, I admire your dedication to elevate the software to such an elite level and the concern you are exhibiting to the customer needs.

MProfit has become an inevitable financial life tool.

I congratulate the entire team of MProfit and extend my sincere thanks as an user.

M.Pari, Former Bank Executive

Next

Try MProfit for free