MProfit

About MProfit

Deep Dive with Clara AI

MProfit is a portfolio management software designed for investors and financial managers. MProfit allows managing all portfolios through a single platform. Moreover, data from over 700 brokers and financial institutions can be transferred to the software for generating useful insights and procuring capital gains in an ITR format. As far as data importing is concerned, the format in which a particular data exists is seldom an issue of concern. Notes, back-office files for Stocks, Mutual Fund CAS Statements and e-NPS statements from Karvy or NSDL, anything and everything can be transferred with ease using MProfit. Further, it can also be used to import files saved in disparate formats, for instance, those in PDF, Excel, HTML, CSV and TXT versions. The software as a whole act as a complete portfolio manager, offering ample services for managing investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIS and more. These portfolios can be further grouped under categories for viewing consolidated holdings. For advisors, it becomes extremely convenient to maintain client investments in category-wise and family-wise portfolios.

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Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%
Reviews

63%
Momentum

64%
Popularity

74%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

MProfit Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

HNI Others

Starts at ₹1,500 per Month + GST, billed annually

For investors with investments < ₹25 Crore

Features

Manage investments up to ₹25 Crore
Track multi-asset investments, including Stocks, MFs, PMS, AIF & more
Automated corporate actions
Capital gain reports for Income Tax filing
View XIRRs across your portfolios
Compare returns against benchmark indices
Holistic asset allocation insights
Track equity exposure across Stocks, MFs, PMS and ETFs
2 web + mobile logins
20 free MF CAS API refreshes per month

Start Free Trial

Family Office Custom

For HNIs with investments < ₹200 Crore

Features

Includes features of HNI plan, plus
Manage investments up to ₹200 Crore
Manage multiple entities under a single family office
Dedicated relationship manager
Global reporting with consolidated AUM insights
Integration for Tally to automate investment accounting
Blended benchmark comparisons with Equity & Debt indices
4 web + mobile user logins (in total)
40 free MF CAS API refreshes per month

Start Free Trial

Family Office - Prime Custom

For seasoned investors and savvy family offices

Features

Includes features of Family Office plan, plus
No limit on investment value tracked in MProfit
Dedicated senior relationship manager
Priority customer support and query resolutions
Custom categorisation of investments for asset allocation & performance insights
More features to be added in the coming months!

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Wealth Platinum Others

Starts at ₹3,000 per Month + GST, billed Yearly

For IFAs, MFOs, RIAs and Brokers managing multi-asset client investment portfolios

Features

Track multi-asset client portfolios comprising Stocks, MFs, Bonds, Insurance & more
Track HNI-centric asset classes: PMS, AIF, Private Equity, Real Estate, F&O
View and report client XIRRs across different time periods
Compare returns against relevant benchmark indices & index blends
Capital gain reports for Income Tax filing
Client cashflow tracking
Automated corporate actions and reconciliation features
Add your company logo for branding purposes
MProfit view-access for your clients on web and mobile apps
3 web + mobile user logins included
Dedicated relationship manager

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Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 04/09/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about MProfit Pricing