MProfitFree Portfolio Tracker
MProfitFor Retail Investors
MProfitFor HNIs, Savvy Investors, F&O Traders and Family Offices
MProfitFor Financial Advisors, Stock Brokers & CAs
How we count portfolios ?
|Base License price?|
Per year (+18% GST)
|FREE||₹ 3,000||₹ 5,000||₹ 7,500|
Per year (+18% GST)
|N/A||₹ 3,000||₹ 3,500||₹ 3,750|
|Web and Mobile apps?||check||check||check||check|
|Auto-import from 5,000+ formats?||check||check||check||check|
|Asset Allocation Dashboard||check||check||check||check|
|Capital Gain reports?||Summary||ITR Format||ITR Format||ITR Format|
|Portfolio Summary reports||check||check||check||check|
|Auto corporate action updates?||check||check|
|Free client logins?||check||check|
|Branding (Logo)?||Request Pricing|
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
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
Sandeep Shah, CA
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.
Ravi Modi, Technical Director
ThinPC Technology Pvt Ltd