MProfitFree Portfolio Tracker | MProfitFor Retail Investors | MProfitFor HNIs, Savvy Investors, F&O Traders and Family Offices | MProfitFor Financial Advisors, Stock Brokers & CAs | |
---|---|---|---|---|
Portfolio count How we count portfolios ? | 2 | 16 | 50 | 100 |
Base License price? Per year (+18% GST) | FREE | ₹ 3,000 | ₹ 5,000 | ₹ 7,500 |
Add-on price? 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 |
Investor+ reports? | check | check | check | |
F&O Module? | check | check | ||
Auto corporate action updates? | check | check | ||
Advanced reports? | check | check | ||
Advisor reports? | check | check | ||
Historical valuations | check | check | ||
Free client logins? | check | check | ||
Branding (Logo)? | Request Pricing |
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.
Deepa Nittala, Financial Advisor
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
CA Ankush Bhutra
I wanted software to make it easy for me to store my equity transactions and compute STCG and LTCG required to file income tax returns. Found this amazing MProfit software package in 2009 and I have been happily using it since then. First time, I felt that India produced a world class software! One time saving feature I use, is importing of contract notes from PDF files brokers send me. This prevents data entry errors and saves a lot of time for me. Its reports on STCG and LTCG can be readily used for filing income tax returns.
For any product to succeed, quick support to provide solutions to any problems customers face is very crucial. And MProfit has been providing excellent and fast support, as latest as a day before, during all these years. A big Thumbs up to MProfit!
Vidyasagar Mundroy
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 provides a very good base for accounting of various financial products and a whole lot of MIS reports for decision making. This is coupled with a very quick and efficient back support team which takes the software to another level. Pretty impressed with the work 🙂 Keep it up guys !!!!
Rinkesh Jain, Ambavat Jain & Associates LLP
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
Harinder Kandhari
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.
Srikanth Matrubai, CEO
SriKavi Wealth Advisors
I am using MProfit Free version for the last week and am fully satisfied with it. I am planning to upgrade it to a paid version shortly, since I also need to make entries for my F&O trades.
I am delighted to note that they care even for the users of the free version, my query got resolved in 24 hours. The features are also very good.
Vinod Ambavat, Partner
Ambavat Jain & Associates LLP
I purchased it in August 2016 for 1st time. I found it very useful for retail investors. It was very complicated to find out short term and long term profit before purchase of this software. But now it is very easy to calculate it. I also suggested to my friends and recently some of them also bought it.
This software is very excellent. I will definitely suggest to every one who is dealing in share markets
HARDIK N. PATEL, Partner
Jay Gruh Udyog
Congratulations for being a leading software for share market investments. The software is very efficient in displaying all the required reports, well formatted besides easy-to-use. Managing client portfolio is now the most easy work in a highly volatile market.
We are using it for the last 3-4 years and received great support from your team, always very quick. When our license expired it was renewed very easily by a single phone call. The license cost is highly competitive. We are very satisfied using MProfit.
All the very best. Keep up rising!
Abhijeet Joshi, Wealth Orchard Consultants
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
I am really happy that you rolled out the grandfathering patch for the LTCG. The design is also good for representation. It takes a great nightmare out of the investor and he can now focus on the actual investing. Thanks!!
R. Mohandas
MProfit has become an asset for our organization. I was able to get all the support I needed, 24/7. The support staff is very helpful and want you to succeed. The training programs provided me with all the knowledge I needed to run the software. This Software is the essential need of our organization, aiding us in all financial assets with single platform. If you are looking for an all-in-one portfolio management software, this is the one! Go and Grab It
Sadashiv Kashyap
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
I have been using MProfit for last few years. It is indeed a very good software, especially for its XIRR calculation and many other features
S. Subash
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.
Deepa Nittala, Financial Advisor
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
CA Ankush Bhutra
I wanted software to make it easy for me to store my equity transactions and compute STCG and LTCG required to file income tax returns. Found this amazing MProfit software package in 2009 and I have been happily using it since then. First time, I felt that India produced a world class software! One time saving feature I use, is importing of contract notes from PDF files brokers send me. This prevents data entry errors and saves a lot of time for me. Its reports on STCG and LTCG can be readily used for filing income tax returns.
For any product to succeed, quick support to provide solutions to any problems customers face is very crucial. And MProfit has been providing excellent and fast support, as latest as a day before, during all these years. A big Thumbs up to MProfit!
Vidyasagar Mundroy
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 provides a very good base for accounting of various financial products and a whole lot of MIS reports for decision making. This is coupled with a very quick and efficient back support team which takes the software to another level. Pretty impressed with the work 🙂 Keep it up guys !!!!
Rinkesh Jain, Ambavat Jain & Associates LLP
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
Harinder Kandhari
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.
Srikanth Matrubai, CEO
SriKavi Wealth Advisors
I am using MProfit Free version for the last week and am fully satisfied with it. I am planning to upgrade it to a paid version shortly, since I also need to make entries for my F&O trades.
I am delighted to note that they care even for the users of the free version, my query got resolved in 24 hours. The features are also very good.
Vinod Ambavat, Partner
Ambavat Jain & Associates LLP
I purchased it in August 2016 for 1st time. I found it very useful for retail investors. It was very complicated to find out short term and long term profit before purchase of this software. But now it is very easy to calculate it. I also suggested to my friends and recently some of them also bought it.
This software is very excellent. I will definitely suggest to every one who is dealing in share markets
HARDIK N. PATEL, Partner
Jay Gruh Udyog
Congratulations for being a leading software for share market investments. The software is very efficient in displaying all the required reports, well formatted besides easy-to-use. Managing client portfolio is now the most easy work in a highly volatile market.
We are using it for the last 3-4 years and received great support from your team, always very quick. When our license expired it was renewed very easily by a single phone call. The license cost is highly competitive. We are very satisfied using MProfit.
All the very best. Keep up rising!
Abhijeet Joshi, Wealth Orchard Consultants
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
I am really happy that you rolled out the grandfathering patch for the LTCG. The design is also good for representation. It takes a great nightmare out of the investor and he can now focus on the actual investing. Thanks!!
R. Mohandas
MProfit has become an asset for our organization. I was able to get all the support I needed, 24/7. The support staff is very helpful and want you to succeed. The training programs provided me with all the knowledge I needed to run the software. This Software is the essential need of our organization, aiding us in all financial assets with single platform. If you are looking for an all-in-one portfolio management software, this is the one! Go and Grab It
Sadashiv Kashyap
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
I have been using MProfit for last few years. It is indeed a very good software, especially for its XIRR calculation and many other features
S. Subash
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.
Deepa Nittala, Financial Advisor
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
CA Ankush Bhutra
I wanted software to make it easy for me to store my equity transactions and compute STCG and LTCG required to file income tax returns. Found this amazing MProfit software package in 2009 and I have been happily using it since then. First time, I felt that India produced a world class software! One time saving feature I use, is importing of contract notes from PDF files brokers send me. This prevents data entry errors and saves a lot of time for me. Its reports on STCG and LTCG can be readily used for filing income tax returns.
For any product to succeed, quick support to provide solutions to any problems customers face is very crucial. And MProfit has been providing excellent and fast support, as latest as a day before, during all these years. A big Thumbs up to MProfit!
Vidyasagar Mundroy