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Manage multi-asset client investments with MProfit

Financial Advisors across India use MProfit to manage multi-asset client portfolios, gain comprehensive AUM insights, and provide high quality reporting to their clients

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Manage & track multiple asset classes

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

Enable your clients to track their portfolios on web and 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
  • Display your logo for branding purposes in your client logins & reports

Auto-import your client transaction files for Stocks, Mutual Funds and F&O

  • Forward your files via email to have your data auto-imported to MProfit
  • Auto-import Stock and F&O contract notes and sub-broker files
  • Auto-import CAMS WBR2, Karvy 221 and Franklin subscription files
  • Import PMS and AIF transaction statements
  • MProfit supports files across PDF, Excel, HTML, CSV, TXT and DBF formats

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 for your clients across 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 Winman and ClearTax 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 client's tax liability before selling an asset

Get advanced insights with advisor reports & dashboard

  • View Annualised Return (XIRR) reports for any client portfolio or group of portfolios
  • View Excel-based multi-client reports that provide detailed insights into AUM, Asset Holding & Closing Balances
  • Analyse asset allocation for any client family with the MProfit Advisor Dashboard
  • Get historical valuation reports for client portfolios to track performance over time

Manage F&O for your clients and get P/L reporting

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

MProfit has become an asset for our organization. I was able to get all the support I needed, 24/7. The support staff is very helpful and want you to succeed. The training programs provided me with all the knowledge I needed to run the software. This Software is the essential need of our organization, aiding us in all financial assets with single platform. If you are looking for an all-in-one portfolio management software, this is the one! Go and Grab It

Sadashiv Kashyap

MProfit has been top class

One of the most important elements of being in the service industry is how well you respond to queries and how quick are your to respond to clients. MProfit has been top class in both – the quality and promptness, thank you and keep it up.

Sagar Mehta, CGS CIMB Securities

Communication with clients has become very easy

MProfit has been quite useful for servicing clients with whom I have geographical distance barrier. Communication with clients has become very easy as reports generated out of MProfit are self explanatory. Useful tools provided for quickly finishing the work. Service from the team of MProfit has always been in time.

Parth Joshi

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