Use MProfit to maximise returns for your clients

Financial Advisors and Brokers trust MProfit to efficiently manage multi-asset investments for clients, provide high quality reporting, and save countless hours on manual record-keeping & analysis

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MProfit is trusted by

Maintain and track multi-asset investments for your clients

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

Enable your clients to view their portfolios on web and 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

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 CAMS WBR2 and Karvy 221 files, as well as back-office files from Franklin and Sundaram
  • Import bank statements from 60+ Indian banks
  • Formats supported for import in MProfit include Excel, PDF, HTML, CSV, DBF and text

Stay updated with live valuations for all 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

Compute Capital Gains for your clients across 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

Utilise your Advisor Dashboard and insightful Advisor reports

  • View Annualised Return (XIRR) reports for any client portfolio or group of portfolios
  • Analyse asset allocation for any client family, and view data asset-wise or portfolio-wise
  • Gain insights with AUM, Asset Holding and Closing Balance reports
  • Track portfolio performance over time for clients with Historical Valuation reports
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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

Exellent & superb value for money

MProfit has proved to be an excellent & superb value for money portfolio managemnt software for a pure-fee only investment advisor like me. It allows a seamless interface with multiple options to upload transactions, with automatic computation of capital gains, XIRR etc. The report suite is also excellent which allows customisation & branding as well. And the biggest diffrentiator at MProfit is their superb customer service. I do not think I have seen such an excellent customer service anywhere else, atleast not in the financial services space. Also, the price is very affordable. All in all, its a great & highly recommended portfolio management tool for investors as well as advisors.

Abhinav Gulechha, Investment Advisor & Founder
M/s Soham Financial Planners

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

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