Elevate your client reporting across asset classes
A growing number of IFAs, Wealth Managers and Brokers use MProfit to manage multi-asset client portfolios. Get started now!
Wealth Platinum
For IFAs, MFOs, RIAs and Brokers managing multi-asset client investment portfolios
Starts at
₹3,000/month
+ GST, billed annually
Features
Features
Track multi-asset client portfolios comprising Stocks, MFs, Bonds, Insurance & moreTrack HNI-centric asset classes: PMS, AIF, Private Equity, Real Estate, F&OView and report client XIRRs across different time periodsCompare returns against relevant benchmark indices & index blendsCapital gain reports for Income Tax filingClient cashflow trackingAutomated corporate actions and reconciliation featuresAdd your company logo for branding purposesMProfit view-access for your clients on web and mobile apps3 web + mobile user logins includedDedicated relationship managerMProfit Software Private Limited © 2025