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 4,000+ 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|
|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
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!!!
Vinay Bagri, Chartered Accountant
MProfit is the best software I have come across that blends today’s digital capabilities and speed of record keeping. Accounting and portfolio management have become very fast due to all banking, broker contract notes upload templates and integration with live data feeds. Accounting for individuals has simply become a breeze. The support team also is highly responsive and knowledgeable.