Manage multi-asset client investments with MProfit

Financial advisors, distributors and brokers use MProfit to maintain & track client portfolios, gain AUM insights and provide seamless 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 and corporate actions

  • 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
  • Receive corporate actions updates (Dividend, Bonus, Split, Merger & Demerger) for stocks in your MProfit portfolios
  • 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

Try MProfit for free