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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 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
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

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

Capital gain calculator and tax friendly reports

The main part of MProfit that caught my eye was the capital gain calculator and the tax friendly reports they generate. Team MProfit have done an amazing job in removing tax hassels for investors and traders alike. Their contribution towards this area is immense and better still its free for investors to use.
I would certainly recommend using this to maintain your equity portfolios and for your capital gain calculations. Kudos to team MProfit and their great work.

Sunit Pinto, S A Financial Services


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