A complete portfolio management solution

Powered by an intuitive interface, MProfit lets you view your data across Desktop, Web, Android & iOS devices. Insightful reports in MProfit help you make sound investment decisions.

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Maintain and track multi-asset investments

  • Manage your investments in Stocks, Mutual Funds, Traded Bonds, F&O, FDs, Insurance, PPF & more
  • Track personal or client investment returns in terms of Absolute Gain or Annualised Return (XIRR)

Manage multiple portfolios and create groups to view consolidated holdings

  • Investors can maintain individual & group portfolios in MProfit and track them on web & mobile
  • Advisors can manage client investments and allow clients to track their portfolios on web & mobile

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

  • Import Stock, F&O digital contract notes and trade-book files
  • Upload Mutual Fund 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

Track your portfolios on-the-go on Web, Mobile or Tablet

  • Use MProfit on web, Android or iOS mobile devices
  • Access MProfit's new Dashboard tool to analyse personal or client holdings and asset allocation
  • View your holdings asset-wise or portfolio-wise to gain a two-fold investment perspective

Compute capital gains for Stocks, Mutual Funds and Bonds

  • View long-term, short-term & intraday Capital Gain reports compliant with Income Tax rules
  • Capital gains for Stocks & Equity MF are available with and without Grandfathering
  • Capital gains for Debt MF & Gold Bonds are available with and without indexation
  • Compute unrealised capital gains to know your tax liability before you sell any asset

Automate your investment-related accounting

  • 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

  • Manage your Stock, Currency & Commodity F&O positions
  • Import your transactions from F&O digital contract notes and trade-book files
  • Create and maintain mark-to-market records for your F&O positions to match your ledger with your broker's ledger
  • View F&O Summary, Profit/Loss, Transaction and Turnover reports

Stay updated with live valuations for your portfolios

  • Receive live price updates (with a 15 minute delay) for all Stocks, ETFs & NSE Stock F&O in your portfolios
  • MProfit provides daily NAV updates for Mutual Funds and daily price updates for Listed Bonds
  • View historical end-of-month prices for Stocks and Mutual Funds

Get advanced insights with MProfit Reports

  • View your Annualised Return (XIRR) reports for any asset or portfolio
  • Track your portfolio performance over time with Historical Valuation reports
  • View advanced Stock Register, Holding Period and Closing Balance reports
  • Generate detailed transaction reports across all asset classes
  • Compare & optimise what you pay in charges with Brokerage Details, STT & Transaction Charges reports

Advisors - Enable your clients to view their portfolios on web & mobile

  • Seamlessly provide unique MProfit logins to your clients
  • Your clients can track real-time portfolio valuations for free with MProfit
  • Your clients can view their asset allocation dashboard and select MProfit reports
Previous
One of the most Advisor-friendly software available

I was doing my mutual fund with a national distributor and was keen on doing myself. But, the biggest hurdle was a software which would integrate my investments in my code as well as those done with the ND. After searching for all that was available in the market, I had almost given up hope when somebody suggested me MProfit.
LO! It changed my life.

MProfit is one of the most Advisor-friendly software available in the Market today. Not only that, its cost is very competitive. I am now more confident of doubling my AUM as I fully concentrate on increasing my AUM without having to worry about a reliable Portfolio Program. MProfit does this and more.

MProfit not only maintains the records in an extremely user-friendly manner but also generates all kinds of very very useful reports. It is doing the job of 3 Office Staff for the salary of HALF A CLERK!!!

Thanks MProfit.

Srikanth Matrubai, CEO
SriKavi Wealth Advisors

User friendly, purposeful and very competitively priced

Purchased MProfit after considerable study on available software on Portfolio management lasting five months in Jan 2017. It is a user friendly, purposeful and very competitively priced product. Product support team is thorough, smart and cooperative.

CMA Ashwani Kumar Aggarwal

Grandfathering patch for the LTCG

I am really happy that you rolled out the grandfathering patch for the LTCG. The design is also good for representation. It takes a great nightmare out of the investor and he can now focus on the actual investing. Thanks!!

R. Mohandas

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