Mprofit is one of the best portfolio management and accounting management software for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs & other assets.
Key Features of MProfit
keyboard_arrow_right Payroll Management
keyboard_arrow_right Cash Management
keyboard_arrow_right Income Statements
keyboard_arrow_right Portfolio Management
keyboard_arrow_right Audit Management
keyboard_arrow_right Import of Digital Contract Notes
keyboard_arrow_right Bonds with and without indexation
keyboard_arrow_right Asset Allocation
keyboard_arrow_right Live Prices
keyboard_arrow_right Fixed assets
keyboard_arrow_right Balance Sheet
keyboard_arrow_right Accounting Integration
keyboard_arrow_right Tax Management
keyboard_arrow_right Profit / Loss Statement
keyboard_arrow_right Capital Gains reports for Stocks and Debt MFs
keyboard_arrow_right Annualised Return (XIRR)
keyboard_arrow_right Historical Valuation
Pricing of MProfit
|Manage Rs. 50 lakhs of investments|
|limited accounting capabilities.|
|Unlimited amount of investments|
|Full accounting capabilities.|
|Plus F&O, historical pricing|
|All the features of Investor+|
|Portfolio Management Software for Financial Advisors, Stock and Sub-brokers and CAs|
|Manage all your clients' assets|
|Manage multiple client families|
|Import data from CAMS, Karvy, digital contract notes and over 2000 sources|
|Reports for clients such as annualised returns, caapital gains, Goals, Asset allocation and others|
|Advanced advisor reports|
|Auto price updates for stocks, F&O, ETFs|
|Other Categories||Fixed Asset Accounting Software , Finance Management Software , Dealer & Distributor Management Software , Property Management Software , Retailing Software , Portfolio Management Software|
|Company Name||MProfit Software Pvt. Ltd.|
MProfit has to introduced an accounting module that is seamlessly integrates with portfolio management section. Now there are no needs to the maintain two transactions, one in a portfolio management software and one of separate accounting software, with MProfit it is now simplified software.
- Manage Stocks, MFs, Bonds, FDs, F&Os and Other Assets, View Combined Net Worth of Entire Family
- Import contract notes, mutual fund and bank statements from over 2,000+ sources
- Capital gains reports for Stocks, Bonds, Equity & Debt MFs (with or without indexation)
- Other reports such as Annualised Returns (XIRR), Income Reports, Trial Balance, P&L and Balance Sheet
- Simplified Accounting with Bank Import and auto generated vouchers from Portfolio Management
- Auto price updates and historical prices
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Finance Management Software
MProfit User Reviews (91)
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MProfit User Reviews (91) Ask a question
Excellent Software and more excellent Support
I started using this software since last year. The software does what it is intended to do. (Though as usual there are quite a few suggestions I have made which hope get incorporated). It integrates investments with accounts and simplifies most of the work. As far as support is concerned, I have not seen any company so much on their feet to answer the issues, either by email or phone call with team viewer support. I hope they improve their software in few areas like Insurance, while their share PMS module is just superb (even here I have one suggestion pending).
User-friendly and interacting Financial Software
Himanshu C Shah
MProfit is a very good, user-friendly, and interacting Financial Software. After a few days of FREE trial, I purchased it, and very satisfied, so far. Customer Service. Support is also very good. Pricing is reasonable.
I have researched personal accounting software for India market and I find MProfit most suitable. My first and foremost criteria were whether I can store my personal finance data on my computer and not on website, remote machines. MPprofit keeps all my data to my local machine. You can enter a vast variety of transaction data related to many investment options like Stocks, Mutual funds, PPF, and gold to name few. Another very awesome feature about MProfit which I like is they ability to import stock transaction contract notes from various brokers, import bank statements and if you bank import template is not available out of the box they will help you create import template just for you.
Also, another feature I liked is their live updates of data, CAMS online transaction data import. Their reporting engine to generate the various report is good. Accounting module is robust. It helped me import bank statements and you can get an idea about your expenditures, income with your own balance sheet.
Last but not least they have very good customer service, a rare trait for Indian mentality. As soon as I emailed their support I used to get call fairly quickly. I am a happy customer of MProfit.
Mprofit is very useful to the investor
I am a new investor. I invest through agencies or directly, so when I wish to see the investment details at a single place, I have to spend more time to collect the information. More over there is a chance of missing information. Your software is very useful to the investor like me so I can take my own decisions and compare the decisions with the export decisions. The reports are also very useful. At a glance, I can review my investments and take a decision to buy or sell. The group portfolio is also very handy. Thank you for offering free software. My rating is 5 stars.
Best software to manage our Portfolio
Dharmil Motani , Investor
It is the best software to manage our Portfolio. No need for manual entries as it automatically imports the Contract Note. They have templates for all the brokers. And the best part is their Support. They are very swift in responding to queries (there was a change in format of Contract Note sent by my broker. I emailed them and they immediately updated the template with the latest version). Thank You MProfit.
Good software experience for stock investments
I am using free trial version since last few weeks and I am really happy that finally, I have found good software experience particularly for stock investments and live rates of shares, % age gains etc. It is very user-friendly and one can use, even without much knowledge of computer. More to this there is very excellent support back up from Mprofit team.
User friendly, purposeful and very competitively
Ashwani Kumar Aggarwal
Purchased Mprofit after considerable study on available software on Portfolio management lasting five months in Jan 2017. It is a user friendly, purposeful and very competitively priced product. Product support team is thorough, smart and cooperative.
It is nicely customisable
I am still in the 30 day trial period of Mprofit. It is obvious how much time can be saved by using this software. It is highly useful there is no doubt.
It is nicely customisable, but a lot of work still needs to be done on it in terms of slickness of presentation and cloud features.
A special mention to the customer support team, they have been absolutely superb in answering my questions and walking me thru the software, processes, and technical queries. Without them, the overall positive experience would have been seriously lowered.
It is a very good and user-friendly software
MProfit is a very good, user friendly, and interacting Financial Software. After a few days of FREE trial, I purchased it, and very satisfied, so far. Customer Service, and HELP, is also very good. Pricing is reasonable.
I purchased it in august 2016 for 1st time.
I found it very useful for retail investor. It was very complicated to find out short term and long term profit before purchase of that software. But now it is very easy to calculate it. I also suggested to my friends and recently some of them also bought it.
This software is very excellent. I will definitely suggest to everyone who is dealing in share market.
MProfit has been providing excellent and fast support
I wanted software to make it easy for me to store my equity transactions and compute STCG and LTCG required to file income tax returns. Found this amazing MProfit software package in 2009 and I have been happily using it since then. First time, I felt that India produced a world class software! One time saving feature I use, is importing of contract notes from PDF files brokers send me. This prevents data entry errors and saves a lot of time for me. Its reports on STCG and LTCG can be readily used for filing income tax returns.
To succeed any product, quick support to provide solutions to any problems customers face is very crucial. And MProfit has been providing excellent and fast support, as latest as a day before, during all these years. A big Thumbs up to MProfit!
Mprofit is good product
We have been using Mprofit Software from last 2 years. Your software is excellent. MProfit is a great product, but what we have liked the most is the prompt and quick response from the Support whenever we have faced any ssue. Must say, we are very impressed with the kind of service & your support team is excellent. We appreciate your team who were lending support till its resolution. Whenever we called your office for some assistance, we have spoken with knowledgeable and helpful support team. Great Going. Keep it up.
User friendly, secure, scalable tool for investors and advisors
Thanks to MProfit software for creating a user friendly, secure, scalable tool for investors and advisors. I wish I had known about it earlier. But it has made meeting my professional obligations very easy. Best is the possibility of uploading any format like Karvy, cams, and CAS files and track investment progress. Clubbed with a responsive support team which is extremely proactive. I am your proud user and recommend more advisors and investors to make use of this resource.
Mprofit is a vary good platform for IFA. This is a excellent service. This is a one roof solution. So, I am happy for the software.
Very efficient and user friendly software
Mprofit is a very efficient software and user friendly, one can have his entire reports all under one roof whether it is trial balance or ST/LT. It is to the perfection.
Track of all my financial statements
I have been using MProfit for the last one year. Keeping a track of all my financial statements and portfolio had never been so easy. No doubt, MProfit is a great product, but what I have liked the most is the prompt and quick response from the Support whenever I have faced any issue. Must say, I am very impressed with the kind of service these guys are providing. Keep it up!
Useful for taxation
MProfit user interface is simple to understand and use. I found its accounting module is easy and less complex than other accounting pacakages. I actually liked the import feature from pdf/xls/csv files that is from banking statements and investment contract notes and MF's et al. The gr8 part is the Investment stuff and that reflects in the accounting too. The Future/Options is a bonus but not free though. Investment and Account modules are cool stuff. The reports I found useful for taxation purposes that is no need to mess around with excel sheets. Overall I found the product superb for "Finance and Accounting" domain; who maintain own personal accounts filing and finance details tracking. Keep up the great work....best wishes...
Extremely good product
Mprofit has been an extremely good product, executed and designed for those who don't have time. I have been using it for last 2 years and I must say the MProfit team has been working hard to improve on the product and taking the product paces above its peers. All in all extremely happy of the product as well as the support from the team.
Praveen Reddy , Principal Advisor IndusWealth
I have been a customer of MPROFIT for about 2.5 years. I just want state for the record my appreciation of your product and your service. Product has been very easy to use – you have made it very intuitive and user friendly. It has been a breeze to come on board and use various features. I also appreciate your attempts to keep up with the technology changes and going to MOBILE and CLOUD. I am looking forward to the CLOUD version. Whenever I called your office for some assistance I have spoken with knowledgeable and helpful support team – this made it very easy journey for me. Thanks a ton and keep up the great work your are doing! I love your product and happy to recommed you and be your reference.
Its about a month I downloaded the free version. I checked the peer websites also but I found this to be the most user friendly. Its soothing to the eyes, the report formats are practically planned, uploading data is easy and last but not the least the grouping of portfolio's give a good overall picture. Secondly the back office is super prompt. In the import option my Broker was not present, so I sent them 3 contract notes and they included my broker;s contract note format for uploading. Now I don't need to upload it manually. The point here is that there response in always positive and fast. And I am not even a paid customer till now. Keep up the good work.
M. Pari , Former Bank Executive
I am using the MProfit Investor for more than 3 years and it has become an inevitable companion for me in maintaining my accounts and investments. The courteous technical support rendered by your team is highly appreciable and makes the users of the software delighted.
Very efficient in displaying all the required reports
Abhijeet Joshi Wealth Orchard Consultants
Congratulations for being a leading software for share market investments. The software is very efficient in displaying all the required reports, well formatted besides easy to use. Managing client portfolio is now the most easy work in a highly volatile market.
We are using it for the last 3-4 years and received great support from your team, always very quick. When our license expired it was renewed very easily by a single phone call. The license cost is highly competitive. We are very satisfied using MProfit.
Best software for people to track their investments
Mprofit is the best software for people to track their investments. It has a very user-friendly interface and is totally value for money. It makes the book-keeping process much easier and less tedious. And the response of the support team is brilliant. Very quick resolutions and very satisfying responses!
Excellent reports and easy to use
Abhay Choudhari , Financial Advisor
I am a financial advisor and wealth manager based out of Pune. I have been using the software for the last 3 months and thoroughly impressed with the features of the software, help and support of the product team and their prompt response. Kevin always has been of great help in what otherwise has been a very easy to use software. Excellent reports are generated by the software. Would honestly recommend the software to all financial advisors, wealth managers and investors. Go for it without a second thought.
Made simple & easy, only because of MPROFIT
I am Using Mprofit for several years, Simply Experiencing enjoying & educated. My job is made simple & easy, only because of MPROFIT, to take care of my entire After Trade data entries by a click of mouse & I get all my work done in one stroke. With its expansive features for trading & investment, not only for stocks but with provision for various multiple asset allocations, I have ready financial & accounting solutions from simply downloading the contract notes. With hundreds of templates of multiple format contract notes of almost all the brokerage houses in India, MPROFIT generates all the required summarized reports like portfolio holdings-purchase sales-profit & loss- capital gains etc., for submitting Income tax returns on shares & investments.
Simplistic and highly accurate
MProfit is one of the few comprehensive databases available in India that is simplistic and highly accurate. It's reports are customisable to a vast extent, ensuring that virtually any kind of requirement by end-user investors is addressed. As compared to some of the competing products, the subscription charged by MProfit is negligible. The support staff are available on short notice at all times and are extremely quick in answering any potential question that may arise. I continue to use this software for over 3 years and look forward to a long association with them in future.
Systematic and easy
Harshit Shah Phoenix Wealth Management Pvt Ltd
I am using Mprofit from last 3 years it has been a great experience, my entire approach to managing client portfolio has become systematic and easy. Thanks a lot Mprofit.
Best software for stock market
AADESH ANAND GAIN CAPITAL PVT LTD
I really salute that person who created this software in view of stock market. Now my work after market is much lesser. Everybody who works in stock market should have MProfit.
User friendly and easy to use
Its awesome, user friendly, easy to use, time saver, falling short of words to describe, accurate results, best after sale service, will never hear a "NO" regarding any suggestion you give and will try to incorporate the same in the software, So if you want to save time to do more productive work then one must buy MProfit.
Super efficient and excellent support
I have been using MProfit Investor+ for over 1 year. It was the best rated Portfolio Management Software so I downloaded the trial package in Feb of 2015 and within few days it impressed me so much that I purchased the Investor+ package in March 2015. I have not looked back since then and MProfit continues to impress me with every new feature I explore/use. It is comprehensive yet very simple to use. The best part is the super efficient and excellent support! If I have any problem I am sure of resolving it in 1 phone call! I don't think any software provides this level of support at this price. Kudos to your superb team!
Best customer support
The best thing about Mprofit is their support team. They respond promptly and resolve the issues with 100% satisfaction.
MProfit has helped a lot in managing my clients account
Prashant Bhiwaniwala , Director Ujala Capital Market Pvt. Ltd
I have been using MProfit ever since 2015. Being a Stock Broker, MProfit has helped a lot in managing my clients account. PMS, F&O transaction option is just fantastic. Cheers Team Mprofit.
I am a doctor. I have been using MPROFIT since 4 years and currently I am using MPROFIT INVESTOR. My family also maintains several trading accounts with different vendors. Since I have been using MPROFIT, I have been able to maintain all their accounts in this single offline software. All records can be entered and if there is any glitch, over the phone instructions do a perfect job of solving the problems. I am able to take down several types of reports including those needed to submit for my CA for IT returns. There is no need to be constantly connected to the internet. You can backup to local drive as well as to cloud storage. Overall, an excellent software and worth every paise you spend on it.
Their support is also quick and efficient
I downloaded Mprofit a month ago and have been investing directly for 2 years. I am now wondering why i hadn't know about this earlier. It is a good software to have to manage your portfolio. Their support is also quick and efficient.
Very fast due to all banking
MProfit is the best software I have come across that blends today's digital capabilities and speed of record keeping. Accounting and portfolio management has become very fast due to all banking, broker contract notes upload templates and integration with live data feeds. Accounting for individuals has simply become breeze. Support team also is highly responsive and knowledgeable.
Mprofit Support Team is very good & provides immediate resolution of
Ravi Modi , Technical Director ThinPC Technology Pvt Ltd.
I have been using Mprofit for last 3 Years & selected this software after studying various other Portfolio Management software (Free & Paid). Mprofit manages my & family members portfolio very well. It has Grouping facility where individual portfolios can be combined to view current position at a glance. For any queries Mprofit Support Team is very good & provides immediate resolution of query.
Super product features and awesome customer support
Onproduct features: serves my all purpose But i want to post on customer support. I called up @ 6.45 pm fearing no one would pick the phone on friday evening... and no one did so shot a mail thinking that it would be done next day morning. But wow,,,, i was wrong. Tanmay from nowhere called me back and said I m still in office and was about to leave and that time called me. Who calls up when leaving for the day and that too Friday. He spent about 20 mins and resolved my issue.... Super..... Tanmay and MProfit team. U r spoiling ur customer with your large heart customer care.
Well designed, user friendly and stable
I have been using MProfit for several years now. The product is well designed, user friendly and stable. The updates are smooth. The best part is support which is very good and easily the best I have experienced.
Very good and reliable support team
Mprofit is a very good software for keeping your portfolio on track with very efficient and easy to use import options. They have a very good and reliable support team to help with any issues faced. The support is prompt and responsive. Overall a good software.
MProfit is on the most Advisor-friendly softwares availabe in the
I was doing my Mutual Fund with a National Distributor and was keen on doing myself. But, the biggest hurdle was a Software which would integrate my investments in my code as well as those done with the ND. After searching for all that was avaialbe in the market, I had almost given up hope when somebody suggested me MProfit.
MProfit is on the most Advisor-friendly softwares availabe in the Market today. NOt only that, its cost is very competitive. I am now more confident of doubling my AUM as I fully concentrate on increasing my AUM without having to worry about a reliable Portfolio Program.
MProfit does this and more. MProfit not only maintains the records in an extremely user-friendly manner but also generates all kinds of very very useful reports. Its doing the job of 3 Office Staff for the salary of HALF A CLERK!!!
MProfit !!!! A really worthy software
Mprofit is a very timesavy tool!!! You can import the data from various brokers / banks in the software!! No need to enter the transactions manually. Also one can easily monitor the performance of their investments as the software provides realtime prices for various investments. Reports are available in various formats. You can easily choose the format.
Another important feature that one can see the records for multiple financial years in a single screen. No need to open various accounts for difference financial years. Also the support team is very very helpful. They help you out in very short time. Incase there are no readymade template for import of data, the company arranges to make template for you with max 2-3 days. I can say" MProfit - A very smart software by very Smart and Friendly Team".
It very useful and user friendly for maintaining my investment
portfolio up to date
I am glad to have purchased the MProfit Investor s/w for my share trading portfolio. I am finding it very useful and user friendly for maintaining my investment portfolio upto date. The import function in the s/w has simplified our work with the automatic update of our trading transactions within seconds. It is nice to work with s/w offering different views of investment portfolio based on today's gain, overall gain etc and providing various reports for analysis, realized profit/loss, income tax report etc. I would suggest MProfit to provide also the reports based on Last in / First out value of stock as it would help in accessing actual gains.
It is very useful and awesome
I have been using Mprofit since last 1 year and i found it very useful. It takes 5 minutes for me to update all my daily transactions and see my profitability and stock positions. The versatility of importing contract notes from any stock broker is the most unique one and their support is just AWESOME. It is a must to have software for any investor.
It's extremely useful is maintaining accounts of my share
I have been using MProfit for last few months and I think it's extremely useful is maintaining accounts of my share transactions. I just download the contract note in HTML format from ISE Securities & Services Ltd. and the transactions are uploaded into the accounting package MProfit from the contract note directly without doing any manual entry. I can not just maintain accounts with MProfit but i can also use some of the built in MIS features to track how much profit or loss i'm making on day to day basis. I think this package is absolutely necessary for people who invest or trade in shares on a regular basis.
Very quick and efficient back support team
Rinkesh Jain , Articled Assistant Ambavat jain & associates LLP
Mprofit provides a very good base for accounting of various financial products and a whole lot of MIS reports for decision making. This is coupled with a very quick and efficient back support team which takes the software to another level. Pretty impressed with the work :) Keep it up guys!!!
This is user friendly software
I am life science researcher using this software (free ware) since Feb 2015 onwards. In today’s busy world people (non-financial) hardly gets time to look into their investment’s returns. This user friendly software enables hassle free uploading of investment statement generated from the respective companies which enables to see all the investments under one umbrella. The financial terms generated on day today basis (gains/loss), profit and loss statement, STCG, LTCG, XIRR returns, etc., provides an insight to take quick decision and actions. Another aspect which I am satisfied is the untiring support from the customer care team. The software has undergone various changes and fine tuned to the core to deliver the results. I would see this as an application that every person should have who is really interested in investments. One can see “Eagle’s view of all the investments” in this Software.
MProfit is an excellent Software for Indian Market
Raviraj P R , Private Investor
I've been using MProfit software for 1 year and it is a great software and would recommend it considering the features. It is a user friendly software and very easy to start using it, to import the contracts thus saving lot of time instead of manually entering the transactions. I managed to import my previous 2 year's contract notes within minutes and was able to reconcile the account statement quickly. It has many customized reports and is very easy to view capital gains, P&L etc,. It is worth mentioning about the Support team as they respond to the queries promptly and assisted me in setting up Accounts. They were able to modify the import template quickly when there was some changes made to the contract notes from the Broker side. Thanks for your hardwork in providing an excellent software and quality Support much appreciated.
MProfit is a wonderful software and has a excellent service team!!!!
MProfit is the best software (Accurate & Perfect), i have had the best and fastest service from MProfit always……..Kudos to the MProfit team.
It is easy to reinstall using the backup
It is robust and it is easy to reinstall using the backup, which I had to when my Win10 crashed and had to reinstall it fresh. The best part of the usage over the year is the quick response of the Support Team, whether its for re-activation issue or error in upload of a contract note. The feature of Remote Assistance is very handy for a person who is not all that tech savvy and can't explain the issue in technical terms. Overall its an immensely useful product with a equally good Support Team at our service. You are sure to become a permanent customer.
I am using mProfit for the last 2 years and I am quite happy. Once I had a problem and their support staff not only looked into the issue, but they provided me the remote assistance and fixed it. And this was for the free version.Kudos to the mProfit team for the excellent job.
Capital gain calculator and the tax friendly reports
Sunit Pinto S A Financial Services
The main part of Mprofit that caught my eye was the capital gain calculator and the tax friendly reports they generate. Team Mprofit have done an amazing job in removing tax hassels for investors and traders alike. Their contribution towards this area is immense and better still its free for investors to use. I would certainly recommend using this to maintain your equity portfolios and for your capital gain calculations. Kudos to team Mprofit and their great work.
Very user friendly and exactly designed
Pari M , Former Bank Executive IFBI
I am using MProfit Investor+ for the past two years. The software is very user friendly and exactly designed to meet the needs of the individual investors, though the other higher versions are meant for business people and professionals.
Accounting of my investments in stock market, Deposits and renewal thereof, house hold expenses, etc. has become very much effortless and trouble free. A range of meaningful reports could be generated and the same make our purpose well achieved.
The assistance offered by MProfit team whenever we seek clarifications is immediate and the regular value addition to the software is un-comparable. The MProfit has now become an inevitable partner of my life.
MProfit deserves a Perfect Five rating
I have been using Mprofit for the past 2 years and found it extremely useful. While the PMS section gives me a birds eye view of all my assets along with the detailed view of each asset, the accounting section gives me the assets / liabilities view along with details of my cashflow. This gives me full control of my investments and finances and provides valuable inputs for my financial planning. I am very happy with the product and delighted with the support team. The responses from the support team has been swift and relevant. Overall it has been a great experience.
I have been using the free version as an individual for the past one
Prof. Mitter Vedu
I recently decided to upgrade to MProfit Investor+ because my investments were exceeding the limit for the free version. My experience with MProfit, both product and customer service, has been excellent. I like especially the reports and the ease with which one can update folios from statements generated from Registrars. I would strongly recommend this software to keep all one's investment portfolios in one place in order to monitor or bequeath to one's legal heirs."
Smooth User Interface, Easy Controls
I have downloaded Mprofit Investor version. I must say this is the best software I have ever had. Smooth User Interface, Easy Controls makes this software amazing. The hard work and dedication of developers can be seen in this software. Keep the good work.
Ratings are as follows:
- Software UI 10/10
- Customer care support 9.5/10
- Reports and their appearance 10/10
Simple and User Friendly
Recently out of curiosity I downloaded MProfit and to my surprise I found PMS is amazingly a wonder. It is so simple and user friendly that without any demo or support I managed to import all of my Equity Contract notes from 2011 onwards with ease and effortless. I am extremely happy about your excellent service support. I had a problem while importing one of the Contract note, and your support team took less than 4 hours to resolve the issue. Kudos to your Service team.
Mprofit is great software and userfriendly
Shitans Patel , Proprietor Paper Craft
I was searching all over web.. MProfit is great software and userfriendly too. The team Mprofit is went too far to provide service and updates. I am using it since last two years and it makes me capable of tracing all my investment and day to Everything is fine with me, I am enjoying the use of free version of M Profit.
Support Staff and Service is superb & time bound
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.
Expert Help Always
Ramakrishna K. Pai
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'm impressed!
Excellent & Superb
Abhinav Gulechha , Founder M/s Soham Financial Planners
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.
Best Portfolio Software
Dharmesh Doshi , Services
I Dharmesh Doshi using mprofit Portfolio Software from 1 week & found it the best and most simple portfolio software. Also the online telephonic help for the free users also is the best part of them. I have not seen such a good help support even for free users. Once I go through the whole software, would like to become a distributor for this.
Simple and Easy to Use
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
User friendly software
First of all I Thank you very much for kind of co-operation and co-ordination provided till date. More over I congratulate to all of you for providing such an excellent portfolio Management & Accountancy software backed by excellent support Team. I am happy to have such a nice and user friendly software. I have been using since Aug, 2011. I am using it for family portfolio, Investments and Financial Accounts. It is a very helpful Financial Accounting and Portfolio & Wealth Management Tool at all levels. I wish you all the best for future developments. You may even think for incorporating features to generate eIT Returns.
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.
Fully Satisfied with Mprofit Free Version
Vinod Ambavat Ambavat Jain & Associates LLP
I am using Mprofit Free version for last one 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 free version, my query got resolved in 24 hours. The features are also very good.
Good team & commitment
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.
High standard and Good services
Pinnacle Financial PINNACLE FINANCIAL SERVICES
I'm 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.
User friendly and cost effective
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.
It is user friendly software and self explanatory
Ramesh D S Ganayantrika
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.
Last stop solution for wealth managers
M. S. Shabbir , Managing Director SenSage Financial Services Pvt. Ltd
MProfit is a last stop solution for wealth managers. It is simple to use and the report templates are easy to follow for a layman.
We received excellent support not only at the time of installation but continue to receive the same level of support during each software upgrade. They stand behind their product by offering constant improvements in functionality.
As a next level, I would like to see MProfit integration with social media, product integration (API / Upload option) with third party portfolio analytically tools, financial planning software and the like.
Appreciate hard work and efforts of MProfit team
Its been 3 years now I am using MProfit PMS application and will continue to use it as its the best available in market at cheapest price. The response for queries and ECN issues has been amazing - very quick response and resolution. I appreciate hard work and efforts of MProfit team and recipocate with tons of thanks to them.
Comfortable using Mprofit software
Kedar Kulkarni Prakem Investments
We at Prakem sincerely Appreciate the Response/services/updates & eagerness to comply with requirement on requests, we also are quite comfortable using Mprofit software for equities presently, & frankly speaking we are yet to use the software to its fullest potential but sooner we intend to use most of the features/options available in Mprofit software.
1) Software is quite user friendly & easy to import the trades/files
2) Services & responses too have been prompt & supportive
3) Reports too are quite good & as per requirements
4) We would appreciate if you could also come out with option of updating BSE rates, as most of our trades/business is executed through BSE
5) It’s useful for our Investors as they can keep track of their portfolios live & online
6) Presently we have been using this for equity, along with our back offices financial accounting purposes & sooner we Intend to add on all our mutual fund database too & we shall expect same support & response from your team
7) Going forward we shall keep you updated & informed on our requirements/modifications in softwares if any & hope & expect you too shall comply with same on feasibilities
8) Over all we are presently quite satisfied & appreciate your services & look forward for same in future as well.
MProfit can be an excellent cost-efficient Back office tool
I want to divide the review in two parts.
Part One: many advisers are entering mutual fund and stock broker industry. For starter, MProfit can be an excellent cost-efficient Back office tool to provide valuation and other reports to clients.
Part Two: Regulatory changes are forcing many to become advisers in true-sense. Such advisers need to gather various information from various intermediaries for all family members. MProfit makes life easier to gather such information with click of a button thanks to various import templates. Various reports can help to make decision on future investments or liabilities.
Accounting module is well thought addition. There is gap in service. Investment adviser and account/book keeping persons are different. So there is a chance of wrong book keeping. This module can help to address the same.
No one is perfect. So does software. But the team is future looking and making sure to provide nearest to perfect software in shortest time period. Three cheers for them.
Mprofit is the best Portfolio software
Mprofit is the best Portfolio software utilize by me since from last 5 years and now Accounting feature is most useful because all stock and mutual fund transaction directly import in account book,very helpful , this is one of the best software for me it offer a wide range of solutions and features in a single package. All services offer something different and have strengths in particular areas.
Fantastic piece of software
Fantastic piece of software which helps get a consolidated view of all your holdings. Earlier you had to rely on a broker or financial planner to give this information , now with a few clicks and easy upload of data you can manage your own finances better. The support staff has also been very friendly and do out of their way to try and fix any issue (not that there are many). All in a good piece of software at an attractive price point. Look forward to renewing for 3 years at a go if possible !!
Impressed with the features especially integration
After testing for almost 2 years, I must say I am impressed with the features especially integration, the frequency of improvements and bugs fixes and the prompt support the MProfit team has provided. Remember to keep the product light (on disk space), with frills-free features and quick to use – difficult but necessary as the product grows. I would recommend for improving the UI with bright colours.
MProfit deserves a Perfect Ten rating
Ramakrishna K. Pai
MProfit deserves a Perfect Ten rating. It takes just moments to import contract notes as well as output reports for every conceivable need of the investor. Moreover the customer service team delights in incorporating improvements every now & then. It saves loads of paperwork & hours of fretting. Makes monitoring one's portfolio an absolute breeze.
Overall it has been a great experience
I have been using Mprofit for the past 2 years and found it extremely useful. While the PMS section gives me a birds eye view of all my assets along with the detailed view of each asset, the accounting section gives me the assets / liabilities view along with details of my cashflow. This gives me full control of my investments and finances and provides valuable inputs for my financial planning.
I am very happy with the product and delighted with the support team. The responses from the support team has been swift and relevant. Overall it has been a great experience.
Perfect solution for my requirements
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.
Quite happy with the performance of the software
Great software, very user-friendly and involves the latest features
Sumit K. Sanghi
Wonderful Software for Recording details and Working on Various
Accounting Aspects for buying and selling of Shares
Your software has come as a boon
V B Giraddi
I must express my deep appreciation for your prompt reply as & when I
have asked for help.
very easy to use and usefull application
I appreciate the application
I have no hesitation in saying that MProfit is a matchless software
Your unflinching support even for free users is exemplary.
Dr. Raman Kumar
I am really glad that I came to know about MPROFIT & for last 3-4
years I am v happy to use this wonderful software for all my Portfolio
The support from M profit team is also excellent.
As an investor, I was getting overwhelmed with trying to keep a track
of my investments.
FAQs of MProfit
Below are some frequently asked questions for MProfit.
Q. What are the main features of MProfit?
The key features of MProfit are as follows:
label To manage Individual as well as client’s financial portfolio and accounting
label Portfolio Management
label Accounting (Integrated with portfolio management)
label Import of digital contract notes, mutual fund statements, bank statements from more than 2100 sources
label Capital Gains reports for Stocks
label Capital Gains reports for Debt MFs and Bonds with and without indexation
label Annualised Return (XIRR), asset allocation, P&L and Balance Sheet report
label Historical Valuation
label Live Prices
Q. How much do the MProfit cost?
The MProfit has 4 plans - MProfit Investor INRUSD 0 (16 Portfolios/Year),MProfit Investor+ INRUSD 38 (16 Portfolios/Year),MProfit Pro INRUSD 68 (50 Portfolios/Year),MProfit Advisor INRUSD 83 (Per Year).
Free trial : Available (no card required).
Q. Who are the typical users of MProfit?
MProfit has the following typical customers:
Investors, Traders, Family Offices, Financial Advisors, CFPs and Financial Advisors
Q. Which mobile platform does MProfit support?
MProfit supports the following devices:
Q. Which operating system does MProfit support?
MProfit support the following operation system :
Q. What payment method does MProfit support?
MProfit support the following payment methods :
Q. What is the deployemnt type?
MProfit has deployemnt type : Installed.