MProfit helps users to monitor the assets effortlessly through stocks, mutual funds, shares, F&O as well as other asset groups. Auto-import the details to MProfit, track the output of the portfolio and view informative reports. For multiple consumer classes, MProfit delivers distinct solutions. Ease-of-use, competitive pricing and exemplary customer service are what remain consistent across them.
MProfit pricing plans are very dynamic and provide its users with plans for cloud as well as desktop version. The pricing is highly competitive and is based on number of portfolios companies want to manage. Here are some of the MProfit pricing plans:
Free trial and training videos and documents are provided by the vendor. Specific demos are not provided but users can demand for demo if the numbers of portfolios are more.
MProfit allows users to maintain multi-asset investment portfolios. Some of its features are as follows:
Manage and monitor multiple classes of assets
Manage the equity holdings, mutual shares, exchanged shares, securities, PMS, Unitholders, F&O and several other asset categories. For all investments and holdings, Track Absolute Benefit and Annualised Gain (XIRR)
Auto-import details
To get the data auto-imported to MProfit, send the data via mail. For Stocks & F&O, auto-import agreement details & several other back-office papers. Auto-import the CAS declaration of the PDF Mutual Fund from CAMS or NSDL. MProfit facilitates imports in different formats such as PDF, Excel, Javascript, CSV, TXT and DBFF.
Managing real-time Derivative contracts
Manage the positions in Stock, Currency & Product F&O. Export the notes and trade-book archives of the F&O electronic deal. For the F&O positions, build and hold mark-to-market information. Monitor the F&O Realized and Unrealized Profit / Loss
Updating and monitoring portfolios on-the-go
The user interface of MProfit helps everyone to use MProfit on both Windows and Mac machines. The mobile apps for Android & iOS help them to monitor the investments on-the-go. As an option to MProfit Cloud, MProfit promises to produce the Windows Desktop software, depending on customer choice.