How we count portfolios ?
|Base license price|
Per year (+18% GST)
|FREE||₹ 3,000||₹ 5,000||₹ 6,500|
|Desktop / Cloud add-on price?|
Per year (+18% GST)
|N/A||₹ 3,000||₹ 3,500||₹ 3,500|
|Manage investments up to||₹ 50 lakh||Unlimited||Unlimited||Unlimited|
|One free Cloud login?|
|Import from 4,000+ formats|
|Historical Valuation reports|
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!!!
Srikanth Matrubai, CEO
SriKavi Wealth Advisors
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.
CMA Ashwani Kumar Aggarwal
Have been using MProfit to manage my portfolio for some time now and I must say that it is one of the best platforms that I have used so far. Being from the finance industry myself, I am fairly picky with how I like to see my portfolio and MProfit ticks most of the boxes.
It is simple to use, shows all the relevant information succinctly and the HelpDesk is very good! They are quick to respond and try and action your suggestions quickly.
All in all, 5/5 rating. Good luck!