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.

Use of this software has saved countless hours as its very easy to import contract notes, Bank statements etc and create P&L, B&S. Also, customer support is prompt in resolving all queries

I had started using this software a month back and let me confess that this is best software I have seen as on date for people who are dealing in equities. It is very user friendly and the system of uploading the contract notes and bank statement has made life quite easier for me. I use to spend almost 20-30 man days in a year and now I feel I can finish everything in couple of days time. Good luck to your team and keep up the good work.

I have been a customer of MProfit for about 2.5 years. I just want state for the record my appreciation of your product and your service.
Product has been very easy to use – you have made it very intuitive and user friendly. It has been a breeze to come on board and use various features. I also appreciate your attempts to keep up with the technology changes and going to MOBILE and CLOUD. I am looking forward to the CLOUD version.

Whenever I called your office for some assistance I have spoken with your knowledgeable and helpful support team – this made it a very easy journey for me.

Thanks a ton and keep up the great work you are doing!!!

I love your product and happy to recommend you and be your reference

Indian Stock Market, with ever changing regulations, legislation, complexities and hundreds of Brokers having their own way of generating contracts/reports etc is a nightmare for any software developer who wants to automatize. Myself being a CA & having basic programming knowledge thought it was an impossible task till I came to know about MProfit in 2015.
MProfit has made this herculean task a reality and it allows one to manage one’s portfolio across different asset class in a fraction of a time and is quite simple to operate. A person having multiple broker accounts and multiple demat accounts can also have a seamless data updation, which is the beauty of product & shows the immense thoughtfulness in the product architecture.

MProfit team members deserve a big kudos for passionately resolving each and every query of users (2200+ broker/templates of different segments) MProfit is priced at an affordable level even for a small trader/investor and is also given Free for the basic version – these traits are quite rare considering the Indian environment.

For the Accounting module, the idea of Importing the entire bankbook (even broker ledger) and minimizing the monotonous typing efforts, which otherwise are prone to errors, deserves a special mention. Also, getting a FAMILY/GROUP portfolio data with a single click is a boon.

In a nut-shell, MProfit is one of the most versatile product for Portfolio & Accounting running successfully and am glad and confident that this Made in India product will be honoured globally

I have been using MProfit for the last 3 Years & selected this software after studying various other Portfolio Management software (Free & Paid). MProfit manages mine & family member portfolio very well. It has Grouping facility where individual portfolios can be combined to view current positions at a glance. For any queries, the MProfit Support Team is very good & provides immediate resolution of query.

I do not remember since when I started using MProfit, but it is the best portal. Divided by Investments, united by MProfit – is all can say about MProfit. Very fast response to queries. Sharp and up-to-date Support Team

MProfit Software is very nice software. The support team is very helpful. All queries are solved by them. My experience is very good

MProfit is one of the best portfolio management and accounting solutions, we were able to find for our clients. All customers’ feedback we got have been positive

Thanks to MProfit software for creating a user friendly, secure, scalable tool for investors and advisors. I wish I had known about it earlier. But it has made meeting my professional obligations very easy. Best is the possibility of uploading any format like Karvy, CAMS, and CAS files and track investment progress.
Clubbed with a responsive support team which is extremely proactive. I am your proud user and recommend more advisors and investors to make use of this resource.

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.

I first heard of MProfit in 2008 or 2009 when I was an NRI and needed something that would help me keep track of my investments in India. I downloaded the trial version, and it took almost no time for me to realise that this is exactly what I needed and that no other software even came close to offering the features that M-Profit does. I am able to keep track of all my investments in Mutual Funds and Equity Shares, ULIPS and Bonds, with prices updated in real time with just a 15 minute time delay.

I have been using it ever since and over the years MProfit has only got better. While its free version offers all its basic features free of charge to small investors whose holding is less than 50 lakhs, its Pro version now also includes Futures & Options, as well as information on historical pricing of the assets for advanced performance analysis. It also offers the ability to integrate accounting so you may not even need a separate accounting software.

The program can generate a wide variety of reports from the data such as Asset or Category wise transactions, LT and ST Capital Gains, XIRR, Profit & Loss, etc. The reports can also be generated in the Income Tax Return Format so you can attach the same directly to your IT returns. The latest version of the software also includes data on grandfathering so that Capital Gains going forwards are accurately calculated.

Its affordable price and advanced features makes it a product every serious investor should seriously consider acquiring for personal portfolio management

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.

I have been using MProfit for the last couple of years as a Wealth Manager. The Software has made us an IT enabled organisation instantly as our clients now have access to all their investments on their mobile phones and they are loving it. This has not only helped us scale up business but has also provided a premium feel to our services.

What is even better is the unparalleled instant support which MProfit provides over the phone, which motivates us to grow faster as we now have an IT Partner. Over the last 2 years MProfit has continuously innovated culminating into their new Cloud Application which is another big stride in getting us closer to our clients and vice versa. Thanks MProfit!!!

Today I have downloaded the MProfit 10 in my Laptop and the App in my IPad and spent a couple of hours on exploring the various features of the App and the Reports/Charts that could be generated from Cloud.

Through the App, now we are able to access the portfolio of the family and of members and could obtain the summary and transaction details of all assets and meaningful charts with simple touches on the screen.

It is a wonderful milestone in MProfit for having introduced such a very user friendly App. Due care has been taken for the requirements of the users. Designing of the App has been well thought of and implemented very appreciably. 

With more than three decades of exposure as a Banker and the feel of the customer expectation, I admire your dedication to elevate the software to such an elite level and the concern you are exhibiting to the customer needs.

MProfit has become an inevitable financial life tool.

I congratulate the entire team of MProfit and extend my sincere thanks as an user.

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.

Use of this software has saved countless hours as its very easy to import contract notes, Bank statements etc and create P&L, B&S. Also, customer support is prompt in resolving all queries

I had started using this software a month back and let me confess that this is best software I have seen as on date for people who are dealing in equities. It is very user friendly and the system of uploading the contract notes and bank statement has made life quite easier for me. I use to spend almost 20-30 man days in a year and now I feel I can finish everything in couple of days time. Good luck to your team and keep up the good work.