MProfit

About MProfit

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 Free-forever plan.
View Detailed Pricing

Platforms Supported

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

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Business Hours, Online

MProfit Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MProfit Free (Cloud) Free

Features

No. of Users: 1
Base License price
Web and Mobile apps
Auto-Import from 4,000+ formats
Asset Allocation Dashboard
Capital Gain reports: Summary
Portfolio Summary reports

MProfit Investor+ (Cloud and Desktop) Others

Base License price: ₹ 3,000 per year

Features

No. of Users: 1
Portfolio count: 16
Web and Mobile apps
Add-on price: ₹ 3,000
Auto-Import from 4,000+ formats
Asset Allocation Dashboard
Capital Gain reports: ITR Format
Portfolio Summary reports
Investor+ reports

MProfit Pro (Cloud and Desktop) Others

Base License price: ₹ 5,000 per year

Features

No. of Users: 1
Portfolio count: 50
Web and Mobile apps
Add-on price: ₹ 3,500
Auto-Import from 4,000+ formats
Asset Allocation Dashboard
Capital Gain reports: ITR Format
Portfolio Summary reports
Investor+ reports
F&O Module
Advanced reports
Advisor reports
Historical valuations
Free client logins

MProfit Advisor (Cloud and Desktop) Others

Base License price: ₹ 7,500 per year

Features

No. of Users: 1
Portfolio count: 100
Web and Mobile apps
Add-on price: ₹ 3,750
Auto-Import from 4,000+ formats
Asset Allocation Dashboard
Capital Gain reports: ITR Format
Portfolio Summary reports
Investor+ reports
F&O Module
Advanced reports
Advisor reports
Historical valuations
Free client logins
Branding (Logo): Custom

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Disclaimer: The pricing details were last updated on 22/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about MProfit Pricing