Elevate your client reporting across asset classes
A growing number of IFAs, Wealth Managers, Brokers & CAs use MProfit to manage multi-asset client portfolios. Get started now!
Wealth Platinum
For managing multi-asset client portfolios in one place
Starts at
₹1,500/month
+ GST, billed annually
Features
Features
Track client portfolios across Stocks, Mutual Funds, Bonds, Insurance & more
Track HNI-centric asset classes: PMS, AIF, Private Equity, Real Estate, F&O
Get client XIRR & compare against benchmark indices
Capital gain reports for Income Tax filing
Auto-import Equity, MF, PMS, AIF and other transaction reports
MProfit web + mobile app access for your clients
Add your logo for branding purposes
Automated corporate actions
Reconciliation features
Accurately track cashflows in client portfolios
3 web + mobile MProfit logins for your team
Dedicated relationship manager

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