Apart from providing an outstanding piece of software, Team MProfit never hesitates to solve any little problem the investor may have. Recently, I required assistance to transfer MProfit (along with data) from one computer to another. As soon as I sent an email query, they contacted me and using Team Viewer, completed the process smoothly. Some technical issues that cropped up because of system deficiencies were instantly corrected using their thorough technical knowledge. I am impressed!
Ramakrishna Pai, Bangalore
Firstly, let me put on record that you guys have prepared a wonderful software that takes care of almost all needs of an Equity Investor. In addition to that,the transition from my old software to new one was seamless and smooth.
I am really happy to come across this software and as a testimony to the statement, I would surely subscribe to the version that suits my requirement
MProfit SOFTWARE is very nice and very convenient. MProfit Service is very good and helpful for us
Sangeeta, ASK INVESTMENT SERVICES
This software is excellent and user friendly as it take care of PMS and Accounts. I found software easy to use and time saving as stocks contracts, banks statements data are imported automatically with precision. The various reports generated by this software are amazing and fantastic in all respect.
Joseph Dsouza, Kingdom Of Bahrain
Glad to say that this is the best software for Indians. I really love using the tool for my personal financial management. The service is really great with response time for any issues I contacted was within 3 hours each.
I really appreciate the kind of hard work the team is doing in improving the tool and wish them a good luck for the same.
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
I heartily congratulate MProfit team to make a such beautiful software for managing personal portfolio. By addition of Accounting feature makes it more attractive. This is very accurate and time saving. It was problem in maintaining the sale purchase of shares , Mutual fund to calculate short term and long term benefit. In the new era of computerization each and every investment come under the lens of taxman. So it is the right time to adopted computerized accounting system and I like MProfit very Much
Initially i downloaded and used the free version of the portfolio management software. I was very impressed with it and ended up buying the full version. It is simple and easy to use. It opened my eyes with respect to the average rate of returns (XIRR) across different investments that i had. I no longer need to keep track of my bank deposit maturity dates as i can set reminders. I can also see the current value of my stocks and mutual funds, all on one page; I need not log in to the individual AMC sites. Best part about it is that it is completely offline and all the data is stored in my system. And i can share mine and my family portfolio details with my CA and financial planner which helps in filing taxes, reviewing and consolidating my portfolios
Dr. Krishna Prasad
Thank you very much for your wonderful support and application.
I was using online portfolio by leading business channel and fed up with the advertisement popping up and delay it took to open the portfolio and well as the security of the data from internet security risk it exposed etc.
Then tried a portfolio management application done by leading fund house and it was too complicated for me to make entries.
Finally I searched the engine to know Indian software which allows to keep the record at my computer and that’s how started using MProfit and since then I have the peace of mind of security of my data and done away with the advertisement popup etc.
I am a physician and have been using MProfit since more than 3 years from the time it was free and then through the time it became free. I would like to recommend this software to those who are intent on keeping track of their investments. There have been successive improvements in the software tracking the changes in regulations and formats of all the investment companies. I have used stocks and mutual funds section predominantly and have had no problems at all. The software can be used offline, requires very minimal low speed internet connection, the outlay is user-friendly and all the reports are available in various formats for saving offline and filing tax returns. I have not had much experience with ULIPs etc but the customer service is excellent. I have encountered many startups including online shopping etc where their long term vision is poor and customer service is inadequate but that has never been the case with MProfit. I have always got a reply and correction within 24 hours. I might have made quite a few queries and complaints in these past few years and every single time, the problem has been solved quickly.
I used to maintain information and balance sheet in Excel. It took significant effort from my end to maintain and reconcile information. Filing of Income Tax Return used to be a big Everest as lot of information needed to be ready for successful completion and Filing on the Tax Return.
I was looking for a solution that is proven not only from comfort of use but more importantly a product that resolved all my requirements. Requirements such as Time Saving, Reconciling information from various sources (i.e., Brokers, Bank etc.) Easy Tax Filing and more importantly reporting. I evaluated various other software products and MProfit Pro product is the only one which is the perfect solution for my requirements.
Your team has really done a very thorough work in conceptualizing this product. It is only a one time effort to get all data imported and then it is just a monthly process to reconcile information and have the information whenever we need.
What really differentiates MProfit is that you have opened the door for all to use this product for 30 days. This gives time for clients to get themselves clear on product features and usability. If they feel the product does not fits their needs, they have the option of not using the product otherwise the service is available at a nominal monthly fee.
Kudos goes to support team for being there when clients need them. Just one message and support team is in contact with client to resolve these issues. This is what clients are looking for.
Great work from your team. I am hopeful of seeing much more new and useful features in upcoming releases.
Keep doing the great work and keep your clients happy.
We are using MProfit Pro software, we are happy with the software. It is very useful for Portfolio Management of many clients. It is very helpful to understand the performance of the market and our holdings on a daily basis & for comparison.
The MProfit team gives good support and prompt reply. It is very easy to operate. MProfit is very good software. We are happy with the Software.
You are doing a great job.
Darshana Satra, Manager, Wealth Orchard Consultants
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’ve been using your MProfit software since last 4 months. What I’m especially happy about is the promptness of your replies to my queries & suggestions. Excellent after-sales service!!!
The product is definitely good with obvious room for improvement but I’m sure with a good team & commitment, the product will keep getting better.
Kudos to the team and all the best for future.
I am using the software for almost a month now. Initially I was very very skeptical about the software & its features for accuracy. We have thousands derivatives contract traded in a day with multiple brokers & multiple family members. We sell options. Accuracy is very important. After uploading data for last 2 months I was amazed to see 100 % percent accuracy .
Keep up the good work. Support Staff and Service is superb & time bound. All the features are superb & accurate. I congratulate you for making such a wonderful product & superb support staff. I wish you the best!
Samir Doshi, Option Writer , Mumbai
I am using your software for last two year and had used many software prior to that. Your software is best and worth for every penny I paid to you. About after sales service, again you people are always available to help us immediately which is highly appreciated. In today’s market there are very few service provider who adhere to such a high standard and Good services. Highly Appreciated.
Pinnacle Financial Services
The financial software, in my humble and honest opinion, is one of the finest software of its kind. It is good enough for both alike, small investor as well as HNIs. This is because it provides easy interface and menus for data entry, edit and deletions as needed. All the reports required are available and also in excel format. Data can be imported from the banks and share brokers directly online or through statements and contract notes. It keeps itself updated and wherever there is a road block or difficulty, the support team is available to help & guide on phone or email.
I liked this software for the various reasons briefed below : –
1) It is very cost effective. Especially when financial / investment planning is increasingly turning institutionalized & margins are wafer thin, the small agents / sub brokers like me cannot simply afford to spend money on technological inputs & ultimately we lag behind.
2) This software enables the user track the investments on a continuous basis & it helps us review the client’s portfolio effortlessly.
3) It is very user friendly, be it a customer or the agent like me, we both find it very simple to use & operate.
Sandeep V Puntambekar
I am using this software from past two years for managing family accounts. It is user friendly software and self explanatory but when in need excellent staff support also provided. Compare to other softwares this is the best available in the market.