Home/Investment Portfolio Management Software/MProfit
Updated on: August 9, 2022
MProfit - Investment Portfolio Management Software

MProfit

Official Website MProfit makes Portfolio management a child’s game
(5 Ratings) Write Review

What is MProfit and how does it work?

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.

MProfit Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number Mumbai, India / (022) 4002 4149
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Category Investment Portfolio Management Software

MProfit Pricing

Pricing ModelFreemium , Subscription , Quotation Based
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)

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)

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)

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.

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Videos on MProfit

MProfit Investor - Getting Started
MProfit Investor - Getting Started
MProfit - Overview of Reports

MProfit FAQs

No, MProfit does not provide API.

Articles on MProfit

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Customers

Barclays
Barclays
JM Financial
JM Financial
CGS CIMB
CGS CIMB
Shemaroo Group
Shemaroo Group

Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com