Choose the Wealth plan that's right for you
A growing number of Financial Advisors and CAs use MProfit to manage multi-asset client investments. Get started now!
Essential
For managing multi-asset client investments in one place
Starts at
₹1,000/month
+ GST, billed annually
or
Buy nowFeatures
Features
1 web + mobile loginTrack multi-asset client portfoliosAsset allocation insightsXIRR & absolute returnsCapital gain reports for Income Tax filingTax platform reports (ClearTax, Winman & more)Auto corporate actionsReconciliation featuresAdvanced
For providing your clients a seamless portfolio tracking app experience
Starts at
₹1,500/month
+ GST, billed annually
or
Buy nowEverything in Essential, and...
Everything in Essential, and...
2 web + mobile loginsMProfit logins for your clients on web & mobileYour clients get all available portfolio reports in their web + mobile loginsAdd your logo to client web logins, mobile app and reportsPremium
For managing HNI client portfolios with investments in PMS & AIF products
Starts at
₹2,500/month
+ GST, billed annually
or
Buy nowEverything in Advanced, and...
Everything in Advanced, and...
3 web + mobile loginsManage and track client PMS & AIF investmentsDirectly import trade statements for various PMS & AIF productsClient cashflow managementPricing calculator
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