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Overview

About MProfit

Mprofit is one of the best portfolio management and share accounting software for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs & other assets.

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7 Awards Till Date
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MProfit Pricing

MProfit Investor
Free
16 Portfolios/Year
  • Manage Rs. 50 lakhs of investments
  • limited accounting capabilities.
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MProfit Investor+
$ 41.67
16 Portfolios/Year
  • Unlimited amount of investments
  • Full accounting capabilities.
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MProfit Pro
$ 69.44
50 Portfolios/Year
  • Plus F&O, historical pricing
  • Advanced reports.
  • All the features of Investor+
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MProfit Advisor
$ 90.28
Per Year
  • 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
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MProfit Features

  • Accounting
  • Asset Management
  • Balance Sheet
  • Income Statements
  • Accounting Integration
  • Portfolio Management
  • Tax Management
  • Profit / Loss Statement
  • Import of Digital Contract Notes
  • Capital Gains reports for Stocks and Debt MFs
  • Bonds with and without indexation
  • Annualised Return (XIRR)
  • Asset Allocation
  • Historical Valuation
  • Live Prices
  • P&L
  • Investment Management
  • Investor Reporting
  • P&L Calculation
  • Portfolio Analysis
  • Investor Accounting
  • Portfolio Accounting
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Specifications

  • Deployment:

    On Premises

  • Payment:

    SAAS

  • cancel Api
  • cancel Customization
  • check_circle Mobile Support
  • check_circle Mobile App

Desktop Platforms

  • check_circle Web App
  • check_circle Windows
  • cancel Mac

Mobile Platforms

  • cancel iOS
  • check_circle Android

MProfit Users

Business

  • check_circle Freelancers
  • check_circle StartUps
  • check_circle SMEs
  • check_circle Agencies
  • check_circle Enterprises

Available Support

  • check_circle Email
  • check_circle Phone
  • check_circle Live Support
  • check_circle Training
  • cancel Tickets

Company Details

  • Company Name :

    MProfit Software Pvt. Ltd.

  • Website :

    Visit Website

  • Headquarter :

    Mumbai

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MProfit Description

MProfit is an easy to use portfolio management & share accounting software. M Profit is a preferred choice for investing community across investors, traders, family offices, financial advisors and chartered accountants. Data can be easily imported from share digital contract notes, mutual fund statements, bank statements and F&O contract notes.

Features:

  • 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 2,600+ 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

MProfit Slideshare

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Overall Reviews

Overall Rating

4.8 /5

Write a Review

Feature

4.7

Ease of use

4.6

Value for money

4.7

Customer support

4.7

Likelihood to recommend

Ask a question

MProfit Reviews (179)

Dhrumil Gada

Review source

Verified Reviewer :
Overall rating

Good Product but can improve even more...

Oct 05, 2017

The product is good for managing a family portfolio and is even suitable for small companies to an extent. However, there is vast scope for improvement. It should include various features such as uploading and comparison with a model portfolio, auto updations of corporate actions, in-app connectivity access to companies freely available financial data etc.

Rajesh Kamani

Review source

Verified Reviewer :
Overall rating

Quite happy with the performance of the software

Oct 30, 2014

"We are using your MProfit software since last 4 years and we are quite happy with the performance of the software. Overall, This software is combination of easy data entry (import facility with electronic file), smoothly management of portfolio, very good reporting (with accounting report, gains for IT, analysis) and excellent support from the support team."

Akhil

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support
Latest

Very Good Software. Best Customer Support.

May 31, 2021

I am using this software since 4 years. It is actually very easy to use and a very competent software. The customer support is actually incredible. They never differentiate between users of free and paid versions. Their current paid version also has a free cloud login where you can manage your portfolio on the go. Big thumbs up guys. Keep it up.

Pros

User friendly interface. Easy of use. Excellent customer support.

Cons

I think they are doing a pretty good job. If you bring a problem to their attention, they fix it.

Do you think MProfit delivers value for the money spent?

Yes

Are you satisfied with MProfit features?

Yes

Did implimentation of MProfit was easy?

Yes

Any missing feature?

I wish it would work on a Mac.

How would you rate Mobile app of MProfit?

Never Used 10/10

How would you rate after sales service/customer support of MProfit?

10/10

Sanjay

Overall rating
Features
Ease of use
Value for money
Customer support
Latest

Excellent product for Financial Accounting

Mar 09, 2021

Hi,I have been using the Mprofit software since last year and its a great to manage your portfolio. The customer support is also prompt and guide us until the issue is resolved. Regards Sanjay

Pros

Prompt customer support and numerous reports

Cons

None

Do you think MProfit delivers value for the money spent?

Yes

Are you satisfied with MProfit features?

Yes

Did implimentation of MProfit was easy?

Yes

Any missing feature?

NA

How would you rate Mobile app of MProfit?

Android 9/10

What other products like MProfit have you used or evaluated?

NA

How MProfit is better/different from its competitors?

Not used any other tool

How would you rate after sales service/customer support of MProfit?

9/10

ASHOK K GANDHI

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

most useful software

Jan 08, 2021

wanted to share our experience about mProfit software very useful software & support team is very very helpful ,respond to our queries is very quick & team members are very co-operative, looking forward for cloud version with accounting features

Pros

.

Cons

.

Do you think MProfit delivers value for the money spent?

Yes

Are you satisfied with MProfit features?

Yes

Did implimentation of MProfit was easy?

Yes

Any missing feature?

cloud version with accounting features

How would you rate Mobile app of MProfit?

Never Used 10/10

What other products like MProfit have you used or evaluated?

.

How MProfit is better/different from its competitors?

.

How would you rate after sales service/customer support of MProfit?

10/10

Pankaj Ghosh

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Feature rich accounting software backed by excellent customer service

Nov 30, 2020

I purchased Mprofit after being recommended to it by my friend. Initially I was bit sceptical using it as I was not able to navigate through the features but later on there were Teams sessions arranged by Mprofit where they listened to my queries patiently and guided me through the appropriate way forward. I am really delighted as a customer with this customised service. Thanks Mprofit team.

Pros

Ability to store all my financial information in one place and produce various reports

Cons

Explanatory error messages

Do you think MProfit delivers value for the money spent?

Yes

Are you satisfied with MProfit features?

Yes

Did implimentation of MProfit was easy?

Yes

Any missing feature?

Not so far

How would you rate Mobile app of MProfit?

Never Used 9/10

How would you rate after sales service/customer support of MProfit?

10/10

ANIL VORA

Company Size: 1-10 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

EXCELLENT SOFTWARE AND GREAT AFTER SALES SERVICE

Aug 10, 2020

EXCELLENT - VERY GOOD. SOFTWARE, AFTER SALES SERVICE ON PHONE OR ON EMAIL IS VERY GOOD. STAFF WHO COME ON LINE WHEN YOU CALL IS EXTREMELY SUPPORTIVE AND RESULT ORIENTED. SOFTWARE CALCULATES CAPITAL GAINS OF DIFFERENT ASSETS AS PER INCOME TAX LAWS. ONE PROBLEM I FACE IS CALCULATION OF BOOK PROFIT OR LOSS WHICH IS NOT AVAILABLE THROUGH SOFTWARE.

Pros

FEATURES

Cons

LOOKS AND DESIGN CAN BE IMPROVED - LOOKS CAN BE MADE MORE GRAPHIC. WHEN WE SELL AND ASSET THE VALUE OF THAT PARTICULAR ASSET WHOLD BECOME NIL, WHICH IS NOT HAPPENING BECAUSE THE SOFTWARE KEEPS THE PROFIT AND ADJUSTS BY DILUTING COST OF REST OF THE ASSET IN SAME CATEGORY.

Roby Thomas

Company Size: 1-10 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Easy to use

Jul 27, 2020

Liked the software. would recommend to other people. This software helped me a lot to manage my portfolio, and I have been using it regularly in six months. It is very easy to use and didn't give me any trouble. customer service was good.

Pros

It is very user friendly

Cons

Bank account statement confusion

Nilesh B Mehta

Company Size: 1-10 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Support in covid-19 lockdown period

Apr 16, 2020

In the time of covid-19 lockdown period, support from representative thru return call very promptly & resolving the issue. Hats off to all support staff.

Pros

Speedy report

Cons

Problem in entry of unlisted share securities

Bipin Choksi

Company Size: 51-200 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

The software is world class totally serving my needs as an individual investor

Apr 13, 2020

In 2014, after an online search for financial software, I tested MProfit plus 2 others and narrowed down to MProfit especially that it tracks all investments very efficiently as well as having an integrated accounting system.  Now, 6 years later, I am using MProfit Pro and can attest that the software is world class totally serving my needs as an individual investor. The MProfit team ensures that the software is promptly updated to incorporate any tax changes now to the extent that my CA unquestionably relies on the MProfit reports in preparing my returns.  Importing financial data including Equity, Mutual Funds, including PMS transactions has become a breeze as MProfit supports most file formats. A software by itself would not be worthy lest it is backed by a strong and efficient support team.  As a user you always have an issue or the other that you are confronted with, and from the very beginning, and perpetually so, my experience has been that the support team is always ready and willing to work through any hurdle that you may face in a prompt manner. In summary, MProfit is an excellent software, highly recommended and no need to look further.  Kudos to the entire MProfit software and support teams!

Jeevan Dalvi

Company Size: 1-10 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Good for portfolio management

Apr 15, 2020

Very useful for portfolio management. If it added support for foreign stock and cash it will help a lot of users. Also, the support folks are brilliant. Support is usually very fast and very helpful.

Pros

It is easy to use both on mobile and the web. Quite like also that it allows consolidation of the entire portfolio.

Cons

It should allow tracking of foreign stock and cash holding

Govardhan Sarve

Company Size: 1001-5000 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use

Easy to use, reliable

Mar 06, 2020

Investor friendly, doesn't require any training, whoever has a basic computer operating system knowledge will be able to use this software. Any after sales services were dealt with ease, no follow ups were required. Call backs were prompt & all required info up to date.

Pros

Interactive, user friendly, all required details in one place.

Cons

All in good shape. Would like to know when IOS version will be out?

Manish Dadia

Company Size: 1-10 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Importing Contract Details to MProfit

Jan 09, 2020

I have been using MProfit for more than four years. It is helpful to import contract details easy and fast. Using MProfit, I am able to save much time, and it helps have up-to-date records for my holding of securities.

Bosco Menezes

Company Size: 11-50 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Would recommend MProfit without hesitation to fellow investors

Dec 23, 2019

I used to do my capital gains calculations in Excel, and it used to take a long time to compile the same. When LTCG was re-introduced with the grandfathering clause, I knew this exercise was going to get much more tedious & difficult. So I decided to try out MProfit, which I had heard good things about over the years. I downloaded the trial software & was happy to note that the software worked excellently. My occasional service requests too were responded to very quickly – even when I was using the trial software!  So I had no hesitation in purchasing the license thereafter. I would recommend MProfit without hesitation to fellow investors.

Sanjay Tripathi

Company Size: 1-10 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Product worth for money

Dec 19, 2019

Excellent support team I used a free version for about one year and now I have subscribed the investor version but nothing has changed in terms of support prompt resolution of all quarries which is the ultimate thing a customer needs. Its user friendly with good reporting features.

Pros

User friendly, very simple, excellent support

Cons

Right now none

S Ranga Prasad Rao

Company Size: 1-10 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Very useful software for individuals and stock brokers. Good technical support.

Nov 25, 2019

Very useful for all categories of investments as it adheres to all segments of the stock market like equity, derivatives and mutual funds. It is having a good feature which directly uploads the information from the contract notes due to which manual entry of information is not needed and also ensures the accuracy of data.

Pros

It handles different types of investments in one group which is very convenient to use.

Cons

NA

Jay Bhagdev

Company Size: 1-10 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Power pack software for the share accounting purpose

Nov 04, 2019

Must buy this software for the person trading in share market. And person who does his/her accounts by themselves. I have already recommended this software to all my friends and colleagues.

Pros

Can import bills of almost all brokers, bank statements of almost all banks everything is just a click away. Extremely easy to work with. Very much satisfied with the software in within few clicks you can import your all the bills and statement no more manual entries to be done

Cons

As of now no cons found

Dominic

Company Size: 1001-5000 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Very handy system to keep track of my stock investments

Oct 25, 2019

Though I use the free package, when I had a problem with a contract note I contacted support and within a few days, they had a solution. Thanks and cheers to the team at mProfit!

Pros

Keeps track of my short term, long term and speculative activity. I especially like the contract note import feature so that I dont have to split hairs trying to divide costs between shares on a contract.

Cons

There could be a package in-between the free and 3000 per year. My total assets is around 2CR but the number of transactions per year is less than 100. If there was a package around 500 per year it would be very attractive for me.

Gitesh Shah

Company Size: 11-50 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Great software for someone with client accounts

Oct 11, 2019

I have been using MProfit since 2011 and I must say that it helps me save time in preparing capital gains report. Before I used to maintain an excel sheet with all my holdings and calculate First-in-First-Out using formulas. However that did not work for demergers, splits and other corporate actions. It required more time. Now with MProfit all that is history. MProfit also allows direct import of many of the contract notes, CAMS statement for automatic entry. A great software for someone with client accounts as different accounts can be maintained separately. However, I wish there are more things like able to get holding views by asset allocation, by sector/industry, some more analytics on P&L, portfolio valuation graph, etc.. In short better reports and analytics. I hope that comes in future versions.

Adithya Seth

Company Size: 11-50 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Kudos to the software and your team

Oct 11, 2019

The software is very good but your support team is the best. Whatever queries that I had were resolved instantaneously. Also whenever I needed any template prepared or updated, the same was also done within a week. Kudos to the software and your team.

Natwarlal Sarda

Company Size: 1-10 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

MProfit has saved much of my time in last 4 to 5 years

Sep 23, 2019

I am using MProfit since last 4 to 5 years and its very easy to calculate Capital Gain Tax and I can also know my profit/loss in my portfolio and my total family portfolio at any given point of time. Moreover, the MProfit team give very fast and accurate service whenever we require with regards to contract import, reports, etc.  And because of this I have recommended many of my clients/ friends. Myself being a chartered accountant, I know how much time it takes if we calculate manually for recording in Income Tax computation statements. But with the use of this software, it has saved much of my time.

Rajan A

Company Size: 11-50 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Extremely happy with the software

Sep 13, 2019

We have been using MProfit accounting software for the past four years. Extremely happy with the software, very user friendly, has lots of options, can download the contracts and bank statements, saves a lot of time in data entry, can get a good analysis of capital gains, trading account. And extremely supportive staff who are always available to help.

Vikram Singh

Company Size: 1-10 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

5 stars for ease of use & excellent customer support

Sep 05, 2019

I have been using MProfit for quite a while now & I find it better and simple to use than other similar products in the market. The UI is intuitive & the way the financial data is laid out is pretty neat. The most awesome feature I got to know during a troubleshooting session was that there's remote access (TeamViewer) already integrated within the MProfit PC suite. I mean wow quite nifty to troubleshoot after-sales issues isn't it! 5 stars for ease of use & excellent customer support.

Sagar Hosurkar

Company Size: 201-500 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Clear picture of your investments, performance, targets & achievability

Aug 28, 2019

MProfit is a very efficient tool to manage your financials and review the performance of your investments from time-to-time. It helps to give a clear and assorted picture of your investments, it’s a performance, the targets & its achievability. MProfit, in fact, not just helped me target my liabilities but also to control and reduce them. I sincerely thank the team of MProfit and expect them to continue with the same in future too.

Arun Lahoti

Company Size: 1-10 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Great Support

Aug 26, 2019

The service provided by team is excellent. They solve the problem immediately and are very proactive too. Thanks for your great support. Very rarely we see such nice support.

Rakesh Gupta

Company Size: 1-10 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Excellent Customer Support and Customisation

Jul 25, 2019

This equity master template you created worked very well and has now made it easy for me to enter data from Equitymaster into MProfit. Thank you for your prompt and courteous support.

Pros

Excellent customer support. Willing to create customized templates for customer needs excellent reporting features for portfolio analysis

Cons

Good Demo. Easy to use but needs some time to learn

Rajiv K. Khandelwal

Company Size: 1-10 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Very Useful

Jun 06, 2019

After testing the free version of MProfit I switched to their full version and am finding it very useful. The best part is the support staff who take great pains in helping whenever a problem arises

Ankit Hemani

Company Size: 51-200 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Robust software, prompt support and best pricing

May 27, 2019

I am very happy with your software and your very prompt response from the support team. I am using your software for over 2 years now. Most of the time, the software works very smoothly which is very good. But the best part is the constant updates to your software that you do from time to time as well as per the need of the customer. I do not think that there is any other product in the market which can compete with MProfit in terms of robustness of software, prompt support and regular updates, new feature addition and best of all - pricing. All the best to you all and continue the same level of service and support! I recommend your product to all my friends and family.

Vinay Bagri

Company Size: 11-50 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

New Cloud Application - another big stride

May 14, 2019

I have been using MProfit for the last couple of years as a Wealth Manager. The Software has made us an IT enabled organisation instantly as our clients now have access to all their investments on their mobile phones and they are loving it. This has not only helped us scale up business but has also provided a premium feel to our services. What is even better is the unparalleled instant support which Mprofit provides over the phone, which motivates us to grow faster as we now have an IT Partner. Over the last 2 years MProfit has continuously innovated culminating into their new Cloud Application which is another big stride in getting us closer to our clients and vice versa. Thanks MProfit!!!

M.Pari

Company Size: 10,001+ employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

MProfit - Great Financial Tool

May 06, 2019

MProfit - A Great Financial Tool I am using the MProfit software for the past 6 years. Today I have downloaded the recently launched cloud version of MProfit 10 in my Laptop and the App in my IPad and spent a couple of hours on exploring the various features of the App and the Reports/Charts that could be generated from ICloud. Through the App, we are able to access the portfolio of the family and of members and could obtain the summary and transaction details of all assets and meaningful charts with simple touches on the screen. It is a wonderful milestone in MProfit for having introduced such a very user-friendly App. Due care has been taken for the requirements of the users. Designing of the App has been well thought of and implemented very appreciably. With more than three decades of exposure as a Banker and the feel of the customer expectations, I admire the dedication of MProfit to elevate the software to such an elite level and the concern they are exhibiting to the customer needs by rendering excellent support. MProfit has become an inevitable financial life tool. M.Pari Former Bank Executive.

Pros

Effortless Operation; Elegant screen design; Facility to easy import of Bank Statements and DP Contract Notes & Templates; Availability of almost all informative reports including, Holding, Returns, Analytical, Tax Based, etc. strengthened with clean Char

Cons

Nil

Rajneesh Gupta

Company Size: 1-10 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Made the life Wonderfully Easy

May 03, 2019

I have been using MProfit for more than three years now and it has made the life wonderfully easy. Unlike other products, there is no need to spend hours in doing manual entry of the data. The bank statements, Mutual Fund statements and Stock Contract Notes all get imported in to the system in a jiffy. There are several useful reports available. And I have always found the support to be extremely helpful and co-operative.

Deep Patel

Company Size: 1001-5000 employees
Overall rating
Features
Ease of use
Value for money
Customer support

Overall good, Interface is very complex.

Mar 30, 2019

Please bring easy and simple version where I can import from predefined excels. Improvement in a user interface can be great for marketing your software. Interface looks like old government software.

Pros

Real time updating, Multiple portfolios can be managed, free version is sufficient for small retail investors.

Cons

Complex to use for newbies, import from pdf/excel not working.

Manish Dewan

Company Size: 51-200 employees

Review source

Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

Simple & effective to operate with super customer support

Mar 13, 2019

The product is simple and effective to operate and if that was not enough they top it up with super customer support. Whether you are paid subscriber or trial or your issue is trivial or major, the customer support team gives equal attention to all customer communications and have an amazing fast turnaround time. They are totally focused to resolving customer's concern and that's what impressed me a lot. That's why I'm all ready to turn myself from trial subscriber to a paid one.

Naresh V N Karmali

Company Size: 11-50 employees

Review source

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Overall rating
Features
Ease of use
Value for money
Customer support

Kind and Valuable Support

Mar 01, 2019

I am using MProfit portfolio software to manage my portfolio for the last more than 10 years and it has helped me a lot in filing my IT returns particularly the capital gains tax. MProfit team is also quick in resolving any issues pertaining to the software and any reports. I am very much thankful to MProfit for the kind and valuable support.

Snehal Shah

Company Size: 51-200 employees

Review source

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Overall rating
Features
Ease of use
Value for money
Customer support

Great product & responsive support team

Jan 07, 2019

A great product for keeping a track of your portfolio. And a very prompt and responsive support team to resolve any technical problems or queries you have. Strongly recommend.

Mukesh Kripalani

Company Size: 501-1000 employees

Review source

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Overall rating
Features
Ease of use
Value for money
Customer support

Very useful and Great Support

Dec 13, 2018

Everyone dabbles in MFs / Markets and hence this software is very useful for all kinds of investors including small ones. And it is free for those below 50 L. It is easy to buy, since it is available on Amazon too. The three things that are found to be very useful are: 1. Ability to upload data from any format even if it is pdf statements sent by RTAs or other agencies 2. Ability to generate various reports including those as per latest tax laws (eg the change in tax laws from 31st Jan 2018) 3. Great Support from staff, including on email and phone. And if the problem persists then the Senior people also get involved and help resolve the issue

Milind Hukeri

Company Size: 51-200 employees

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Overall rating
Features
Ease of use
Value for money
Customer support

An excellent tool & Great experience

Dec 13, 2018

I looked out for various options and zeroed on Mprofit and am happy I did. An excellent tool to maintain a perfect record of my investments, that too without doing \"tedious\" data entry. Very smooth imports of Mutual Fund investments and stocks transactions. Great experience at almost no cost. Support is also refreshingly prompt

Sunil Ganjoo

Company Size: 501-1000 employees

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Verified Reviewer :
Overall rating
Features
Ease of use
Value for money
Customer support

An extremely user friendly software

Nov 28, 2018

I would like to congratulate the MProfit Team for providing an extremely user-friendly software which helps me keep a watch on my investments and make timely decisions. The support staff is just a telephone call away. Always available when I need them.

Harinder Kandhari

Company Size: 201-500 employees

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Affordable Price & Advanced features

Nov 22, 2018

I first heard of MProfit in 2008 or 2009 when I was an NRI and needed something that would help me keep track of my investments in India. I downloaded the trial version, and it took almost no time for me to realise that this is exactly what I needed and that no other software even came close to offering the features that M-Profit does. I am able to keep track of all my investments in Mutual Funds and Equity Shares, ULIPS and Bonds, with prices updated in real time with just a 15 minute time delay. I have been using it ever since and over the years Mprofit has only got better. While its free version offers all its basic features free of charge to small investors whose holding is less than 50 lakhs, its Pro version now also includes Futures & Options, as well as information on historical pricing of the asserts for advanced performance analysis.  It also offers the ability to integrate accounting so you may not even need a separate accounting software. The program can generate a wide variety of reports from the data such as Asset or Category wise transactions, LT and ST Capital Gains, XIRR, Profit & Loss, etc. The reports can also be generated in the Income Tax Return Format so you can attach the same directly to your IT returns. The latest version of the software also includes data on grandfathering so that Capital Gains going forwards is accurately calculated. Its affordable price and advanced features makes it a product every serious investor should seriously consider acquiring for personal portfolio management.

Hiten K. Shah

Company Size: 51-200 employees

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The Best Accounting Software

Nov 19, 2018

Accounting is a big headache, no accounting software gives us a complete picture of all our investments and liabilities at any moment of time , also if you want to save time in accounting this is the best software, where all the bank statements and all stock transactions can be recorded  at a click, also biggest problem is remembering the Expiry of Fixed Deposit , Mrprofit gives reminders. You can have your full family accounting done and you can see the same in a group.

Ritu Aggarwal

Company Size: 51-200 employees

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MProfit - A must have tool for the dabbler as well as the serious investor in Indian stock market!

Nov 12, 2018

My father is an extensive share trader and has been doing that for the past 35 years or so. From childhood I have seen him maintain share accounts with pen and paper which would take a lot of his time. And computing profit/loss statements manually from these account books was absolutely nightmarish. Around 10 years back I managed to move him from notebooks to excel sheets on computer. But still it was a cumbersome job for him as his knowledge of excel was limited to basic formulas. There was no free software available at that time which would do his kind of calculations and maintain accounts. And then I discovered MProfit around 3 years back. The best thing about MProfit is that a free version is available for net investments up to Rs. 50 lacs. Initially my father was reluctant but once he got a hang of it he made me buy the Investor+ version for him. Currently my father is managing 4 stock portfolios (himself and 3 other family members) using this software. He no longer has to maintain notebooks or excel sheets for his share trading. The import module makes the task of inputting information very easy. And the reporting module provides every kind of analysis and profit/loss statement that a serious investor can ask for. The software support team also keeps the software up to date with changes in government policies like grandfathering scheme in profit/loss statements, updates to broker contract note formats with GST, etc. All in all, MProfit has made investing very simple for people like my father. I keep recommending MProfit to anyone and everyone who deals in the Indian stock market. All the best to the MProfit team!

Padam Harlalka

Company Size: 11-50 employees

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Strongly Recommend

Oct 12, 2018

I have been using MProfit for last 4-5 years for my personal accounts which also include share transactions. I am very much satisfied with it. For any problem their strong support team is always ready to help. I strongly recommend this software for personal use.

P. Prithviraj

Company Size: 11-50 employees

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Excellent Software with useful reports and prompt support team

Sep 11, 2018

I purchased MProfit Investor+ about 18 months ago and found that it is an excellent software to manage my investments. This prompted me to upgrade to Pro and I think it was a good decision. MProfit has enabled me to split my investments into several portfolios which gives me an accurate picture to evaluate my investments against the recommendations of my advisors, and find out for myself how good or bad the advisors recommendations have been overall. The reports are very useful and the Capital Gains calculations, including grandfathering, are accurate. It helped me a great deal in filing my returns for this AY. A software can be only as good as the support we get. MProfit software gets frequent updates for fixes and enhancements. The support team is also very prompt and helpful in handling my queries and problems. The Forum is also very useful with loads of information and tips. I would recommend this software to anyone who needs to be in control of his/her investments. Good job MProfit. Keep it going

Anu Bhatia

Company Size: 51-200 employees

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Kudos to the MProfit Team!

Sep 06, 2018

Your software is absolutely user-friendly and covers all aspects of trading with multiple brokers, covers equities and FNO. The reports are excellent. Most of all, I am grateful to the MProfit support team for their incredible patience and willingness to help-however basic the query might be.

Mansukh Savla

Company Size: 1-10 employees

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Must have software for all retail investors

Sep 04, 2018

The first important step to be taken after you start your investment is to manage your portfolio by doing an accounting for the same. While searching for an investment management desktop software I came across a name MPROFIT Portfolio Management and Accounting Software. I gave it a try since it had both the modules in one which I felt would make my investment journey a bit easy.  I was amazed how easily and fast I could import and record all transactions and get all types of Misc. and Statutory Reports with almost zero effort. The accounting module is extremely user-friendly and much more easy and fast than the existing accounting software available in the market which is just like a blessing in disguise. Fast submission of accurate accounting reports during the year-end has now become an easy task. Also being a desktop application along with many extremely helpful features makes information safe, secure and the best value for money. A very good and must have the software program for all independent retail Investors. Really appreciate the effort you guys are taking at Mprofit and thank you for the same.

Adarsh B Hegde

Company Size: 201-500 employees

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Helpful Support Team

Aug 27, 2018

MProfit has a really helpful support team and solves our issues promptly. The way they handled my issues has made me their permanent customer.

Nirav Mehta

Company Size: 11-50 employees

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Very Good software & efficient support team

Aug 24, 2018

Mprofit is a very good software. Found it very useful for trades done in Stock Market. Was able to prepare and finalize my accounts quickly and efficiently. Also the support provided by the team at Mprofit is highly efficient. Always the call back has come from their end whenever the support team was busy and till now very satisfied with the software and the support team.

Balasubramanian

Company Size: 11-50 employees

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Great Software

Jun 20, 2018

Great software. Too good for monitoring MF & STOCKS. Support Team is very helpful. Whole heartedly recommend. I am a senior finance professional and I use it regularly and I have been able to decide on Investments.

Prakash Mishra

Company Size: 201-500 employees

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Best Customer Service

Jun 04, 2018

Your customer service is superb. I have not faced any difficulty since I started using MPROFIT. It is working fine. My best regards to your highly efficient team members (May 31, 2018).

Kunal Jain

Company Size: 11-50 employees

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Best Solution to differentiate long term, short term and speculation gains

Apr 28, 2018

I think its a most awaited solution for the investors who were investing in Indian stock market. We all were always in need for a suitable accounting solution to simplify the various gains from the stock market. Best solution one can get to differentiate your gains into long term, short term and speculation.

Ashwin Balasubramaniam

Company Size: 201-500 employees

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Mprofit is easy to manage multiple accounts.

Apr 20, 2018

Mprofit has made managing multiple portfolios absolutely hassle free for me. I can now manage multiple accounts by spending not more than 15 minutes a day and its easy report allow me to get actionable insights. Capital gains and other reports make year ending also easy for me. Would gladly recommend this product to anyone managing large multiple portfolios. Please do note this is not an investment recommendation or technical analysis tool.

Karan Desai

Company Size: 11-50 employees

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All in all, 5/5 rating

Apr 18, 2018

Have been using MProfit to manage my portfolio for some time now and I must say that it is one of the best platforms that I have used so far. Being from the finance industry myself, I am fairly picky with how I like to see my portfolio and MProfit ticks most of the boxes. It is simple to use, shows all the relevant information succinctly and the HelpDesk is very good! They are quick to respond and try and action your suggestions quickly.

Mukul Katare

Company Size: 51-200 employees

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Another satisfied customer

Apr 09, 2018

I am very satisfied with Mprofit support team, certainly excellent pms software with right price. I have raised the bar of my expectations with Mprofit. I highly admire the hard work of whole Mprofit team and hoping for maintaining long term relationship with Mprofit. I will refer this Mprofit to as and when somebody is looking for pms software.

Naresh Ranka

Company Size: 11-50 employees

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MProfit – A boon for Investors

Mar 26, 2018

I had been looking for a good user-friendly accounting software for stock market investments and I had never found one until I was introduced to this software by a  friend of mine. I must admit that this was really far superior to what I could imagine and made life so much easier for me. What took me 30 minutes a day now takes only 30 minutes a month to record all transactions and get an instant report on current Capital gain statement along with current portfolio value. I am also impressed by the service of your team. Best wishes to team Mprofit!!

Rajesh MJ

Company Size: 1-10 employees

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MProfit of the Indians, By the Indians and For the Indians!

Feb 23, 2018

1) I have been using this software for the last couple of years and very much impressed with the features. 2) Easy to use software, supports importing of various formats from leading broker house, mutual fund houses, CAMS etc. 3) Variety of reporting options (especially LTCG) with just click of a button. Amazing... 4) Last but not the least, very good customer support even for the user using FREE Version of MProfit. Great software with great features. Appreciate your efforts and Keep up the great work. Wishing MProfit team the very best for the future endeavors!

Shankar S

Company Size: 11-50 employees

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Happy clients make for a happy advisor

Feb 19, 2018

As an advisor both the correctness of data as well as after sales support is a big pain point, however in many years of using Mprofit Advisor can surely vouch for both data sanctity and sales support. One of the few organizations where updates are frequent and useful. Happy clients make for a happy advisor.

Mamatha Shetty

Company Size: 201-500 employees

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Very useful and hardly to find any complications

Feb 07, 2018

I found MProfit very useful and all assets I can manage in this. It gives live prices and capital gain reports and many more reports. The support team is fantastic especially because they give quick response

Amar Bandgar

Company Size: 51-200 employees

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Divided By Investments, United by MProfit

Jan 10, 2018

I don't remember since when I started using Mprofit, but it is the best portal. Divided By Investments, United by MProfit. is all can say about MProfit. Very fast response to queries. Sharp and up to date Support Team.

Mahesh Docherla

Company Size: 11-50 employees

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Made in India product with best customer support

Jan 05, 2018

As a physician, I have been dabbling in investments since 15 years but the problem has always been accounting and calculating tax estimates which my CA was reluctant to do. It was also tedious to take each contract note and entering every detail, especially when using all the services of an institution like ICICIDIRECT. I had started using MPROFIT since its inception when it was free to use and have gained complete confidence in the software and I am now a paid subscriber. My CA also understands the reports very easily. MPROFIT does not charge anything etc for modifications & updates in software when the laws are changed and importing contract notes are completed in seconds. Any query is solved within a few hours in the daytime and where I do the query at night, I immediately get online assistance and correction within 24 hours without fail. The support team is prompt, knowledgeable and once they have contacted, they will put in the time necessary to solve the problem. Such service at such low subscription is a rarity in India. You have all the aspects of an international standard services company in the form of customer services, regular updates, online rectification of problems, accountability and most of all patient and decent services. I recommend this software to each and every Indian and hope that everyone encourages MPROFIT which follows excellent business and work ethics. This is one "MADE IN INDIA" company which truly deserves our support and everyone should make use of the services provided by this company. Thank you.

John Henry Joseph

Company Size: 11-50 employees

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It is very simple and powerful financial application.

Jan 04, 2018

I am blessed to have MProfit as my digital financial secretary. The MProfit is very simple and powerful financial application. I got MProfit support at my door step many times. I had been using many applications and now I ended up with MProfit. It covers all modules of finance / investment. The only one thing that all NRI would really to have is 3 digit fractions in currency. Thanks to MProfit.

Unmesh Kulkarni

Company Size: 11-50 employees

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Mprofit is a very easy to use and good support team

Nov 30, 2017

I feel following are the best aspects of Mprofit One stop solution for PMS which covers almost all Indian financial instruments like Stocks,MF, Bank accounts, PF, Home loan, Gold, ULIPs etc. Easy way to import transactions from various sources. I was able to import all my transactions from various sources with a click of button. Transactions can be imported from almost all banks, all stock brokers etc. Lots of reports to do analysis of financial progress Good security and privacy as data stays on my laptop instead of cloud. Special kudos to support team. I got my queries answered in 8 working hours always. One small improvement area is XIRR calculation. It can not be calculated for specific selected period. The period has to be always till end of current financial year. But I am sure Mprofit will add this feature too.

Elangovan Vijayarajan

Company Size: 11-50 employees

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MProfit is a best software and good supporting team

Nov 16, 2017

I am using the free version of Mprofit. When I had a problem in importing Contract Note, I got a good support from the support team in a very very shortest possible time and it was sorted out in just an hour. Really very happy about the services... All the best wishes for Mprofit Team.

Ramani

Company Size: 11-50 employees

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Appreciate professional way

Nov 16, 2017

I deeply appreciate the professional way in which my issue was handled. Kudos to the M Profit team.

Paras Kamani

Company Size: 201-500 employees

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Very Impressive Customer support

Nov 16, 2017

I was searching All in One accounting software (Stock/F&O/MF/PMS) on net and I found MProfit site. I got demo version, I used demo version only 5 days and immediately I purchased MProfit version. MProfit is very easy and very useful and amazing software. Less typing and few mouse clicks, All report are ready. I am very impressed with your constant support and fast service

Ankush Bhutra

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Ideal solution with time saver

Oct 05, 2017

Use of this software has saved countless hours as its very easy to import contract notes, Bank statements etc and create P&L, B&S. Also, customer support is prompt in resolving all queries

Udit Todi

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User-friendly software with amazing support

Sep 18, 2017

Being a small investor, I came across MPROFIT through searching the net. Downloaded the demo version and found it extremely user-friendly. On exploring the software further and upon speaking to the MPROFIT team, it took me barely 2 days to buy the licensed version of the same. A few points I would like to place on the record. 1) Extremely user-friendly software 2) The support team is very friendly cordial and professional 3) Super fast response time 4) Any queries I had with respect to learning the software or importing the data, were more than adequately answered. Wishing TEAM MPROFIT all the very best for the years ahead.

Harsha M.S.

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Awesome software with amazing response.

Sep 18, 2017

Support of MProfit is awesome in response and promptness. Every time, I contacted them, they have helped to solve the problem and their response is also very quick.

Radhesh

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It's best customer support software

Aug 28, 2017

I found that one of my contract notes was getting messed up while importing into Mprofit. I sent an email and got an acknowledgment from the developer in the middle of the night and a complete fix within 3 days. Truely happy about this. They really care for their customers.

Bhavana Desai

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It's very simple and easy to operate.

Jul 24, 2017

I am very satisfied with Mprofit Software as its very simple, easy to operate and the reports generated are exhaustive. I had no difficulty in migration from the previous software due to the excellent, prompt and patient support from your Team.

Shruti

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The software is very easy to operate.

Jul 18, 2017

I really appreciate the company's technical support team. The software is very easy to operate. Your quick action is highly appreciable. I will always suggest to other about your service.

Kamal Kothari

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Very accurate and perfect solution for GST

Jul 13, 2017

Thanks for resolving the issue of new contract note format post-GST. It's working perfectly now. Appreciate your prompt response and resolution which has been the hallmark of MProfit over the years.

Parinda Shah

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The fastest and accurate solution and also having awesome support

Jul 04, 2017

The best thing I like about MProfit is the speed at which they resolve any support issue. The support team is super awesome.

Bhavesh Patel

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User friendly and the support team

Jun 10, 2017

The software is very much user friendly and the support team is always keen to respond quickly. Simply I like it.

Parth Joshi

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MProfit has been quite useful for servicing clients.

May 27, 2017

MProfit has been quite useful for servicing clients with whom I have geographical distance barrier. Communication with clients has become very easy as reports generated out of MProfit are self explanatory. Useful tools provided for quickly finishing the work. Service from the team of MProfit has always been in time.

Sadashiv Kashyap

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It is very helpfully Software

May 26, 2017

Mprofit has become an asset for our organization. I was able to get all the support I needed, 24/7. The support staff is very helpful and want you to succeed. The training programs provided me with all the knowledge I needed to run the software. This Software is an essential need of our organization, aiding us in all financial assets with single platform. If you're looking for an all-in-one portfolio management software, this is the one! Go and Grab It

Dr Harpal Singh Selhi

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Wonderful Software

May 18, 2017

It has been a wonderful experience to interact with your support team. The support team members are very helpful and knowledgeable as well with an attitude to help the customers. Keep it up and I am sure no one shall be able to stop you from being no 1

Kamlesh Shah

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Excellent Software

May 10, 2017

Your software is excellent. Your team is very supportive all the time. I am very happy. I will purchase your software pro in short time for personal use

Sendhil Madhivathanan

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Very impressive and great support team

May 02, 2017

I have been using the 200 users Advisor Version of MProfit for close to 3 years now. I have an IT background working for Software multinationals and have implemented Enterprise systems including Oracle, PeopleSoft and JD Edwards. The first thing that impressed me about MProfit is the reliability factor. Even Enterprise systems throw errors and shut down forcibly. But this has never happened with MProfit and this speak volumes about its reliability. The User Interface and Reports are very impressive and though it has some limitations in terms of data generated from advisor’s perspective, end users (our investors) love this Software and it is almost impossible for me to convince users to move to other platforms, including cloud based Architecture software. MProfit has an Android version too, that is used by many of PenguWINs investors and are very happy. On the support front too, MProfit scores well and the support team has always been accessible. I have leveraged only a part of MProfit’s functionality and am slowly exploring the other features. End user help provided within the application is one area where MProfit can add more value. I have heard that MProfit is working on a cloud based architecture, which can remove the issue of a client footprint sitting on an investor’s laptop. I am extremely satisfied with MProfit and my sincere wishes to the MProfit Team

Khushal Jain

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Support team is very helpful

Apr 24, 2017

MProfit Software is very nice software. The support team is very helpful. All queries solved by them. My experience is very good.

Amar Vissamsetty

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User defined interactive charts and graphics

Sep 29, 2020

Mprofit can only be described as an extraordinary value. A program that produces better financial and investment picture with the ease of Tax Reports for compliance. The price is truly modest when compared to competing products. Further, I have found that Mprofit comes with the prompt and best service imaginable.  The response to queries are quick. The team and the employees appear to be highly qualified and have expertise that can be termed as M/s. Perfect & Company. I am of the opinion that this is an appropriate software for the Investors / Advisory firms. I have evaluated few other software products either from vendors associated with my broker-dealer, or on my own. Mprofit product appeared to be the choice that I have seen for the ease of use and complexity of detail for reporting. I hereby convey my best wishes to the Company and its Team for their effort, passion and determination in bringing up this niche product. I aspire and would be glad, if Mprofit is deployed on the cloud together with user defined interactive charts and graphics.

Amar Vissamsetty

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Appropriate software for the Investors / Advisory firms

Apr 19, 2017

Mprofit can only be described as an extraordinary value. A program that produces better financial and investment picture with the ease of Tax Reports for compliance. The price is truly modest when compared to competing products. Further, I have found that Mprofit comes with the prompt and best service imaginable. The response to queries are quick. The team and the employees appear to be highly qualified and have expertise that can be termed as M/s. Perfect & Company. I am of the opinion that this is an appropriate software for the Investors / Advisory firms. I have evaluated few other software products either from vendors associated with my broker-dealer, or on my own. Mprofit product appeared to be the choice that I have seen for the ease of use and complexity of detail for reporting. I hereby convey my best wishes to the Company and its Team for their effort, passion and determination in bringing up this niche product. I aspire and would be glad, if Mprofit is deployed on the cloud together with user defined interactive charts and graphics.

Shah Sandeep

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Mprofit is one of the most versatile product

Apr 17, 2017

Indian Stock Market, with ever changing regulations, legislation, complexities and hundreds of Brokers having their own way of generating contracts / reports etc is a nightmare for any any software developer who wants to automatize. Myself being a CA & having basic programming knowledge thought it was an impossible task till I came to know about MProfit in 2015.   Mprofit has made this herculean task a reality and it allows one to manage one's portfolio across different asset class in a fraction of a time and is quite simple to operate. A person having multiple broker accounts and multiple demat accounts can also have a seamless data updation, which is the beauty of product & shows the immense thoughtfulness in the product architecture.   MProfit team members deserve a big kudos for passionately resolving each and every query of users (2200+ broker/templates of different segments) Mprofit is priced at an affordable level even for a small trader / investor and is also given Free for the basic version - these traits are quite rare considering the Indian environment.   For the Accounting module, the idea of Importing the entire bankbook (even broker ledger) and minimizing the monotonous typing efforts, which otherwise are prone to errors, deserves a special mention. Also, getting a FAMILY / GROUP portfolio data with a single click is a boon.   In a nut-shell, Mprofit is one of the most versatile product for Portfolio & Accounting running successfully and am glad and confident that this "Made in India" product will be honoured globally.

Shreyas Shah

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Excellent after-sales service

Apr 14, 2017

Excellent after-sales service! Have been using Mprofit since last few years. And till date all my requests or complaints have been satisfactorily handled very promptly. Thanks. Keep going!

Mahendra Karangia

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Easy to use

Apr 13, 2017

I would like to congratulate you on making this awesome software for Personal Portfolio management & PMS. I used the free version initially to test and was fascinated by the ease of use, especially the interface is absolutely clean and well managed. I bought the PRO version almost instantly after the free version.   The price of the Software is absolutely rock bottom against the features it offers - like Accounting Reports Year-wise, Stock-wise - Income Tax Return format - F&O - getting upload of Contract Notes from almost all the broking agencies, regular updates in the software as well as the different types of Contact Notes being added.   On talking about customer service, it is absolutely GEM. I get almost all the replies for my E-Mail queries almost instantly with proper guidance and also the over-the-phone help is marvelous.   All in all this software is a definite BUY for every investor with vast portfolios to manage - for unmatched features - easy to use / managing - every sort of info configured at finger tips - all this rock bottom PEANUT price.

Snehal Mehta

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User friendly accounting and financial software

Apr 08, 2017

Mprofit is a very user friendly accounting and financial software. Moreover it has and excellent customer service and support system in place. I purchased this software through a friend's recommendation and am very happy with it.

Himanshu C Shah

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User-friendly and interacting Financial Software

Mar 15, 2017

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.

Nikhil Gujar

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Excellent Software and more excellent Support

Mar 20, 2017

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).

Abhijit Diwan

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Most suitable

Mar 14, 2017

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.

GVV Satyanarayana

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Mprofit is very useful to the investor

Mar 10, 2017

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.

Dharmil Motani

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Best software to manage our Portfolio

Mar 07, 2017

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.

Jignesh Majmudar

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Good software experience for stock investments

Mar 06, 2017

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. 

Ashwani Kumar Aggarwal

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User friendly, purposeful and very competitively

Mar 03, 2017

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.

Ashwin B.

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It is nicely customisable

Mar 02, 2017

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.

Sarasij Majumder

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It is a very good and user-friendly software

Mar 01, 2017

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.

Hardik Patel

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Excellently Software

Feb 28, 2017

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.

Vidya Nadkarni

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Mprofit is good product

Feb 28, 2017

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.

Vidyasagar Mundroy

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MProfit has been providing excellent and fast support

Feb 28, 2017

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! 

Deepa Nittala

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User friendly, secure, scalable tool for investors and advisors

Feb 23, 2017

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.

Barendra karmakar

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Excellent service

Jan 24, 2017

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.

Sanjay Muthreja

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Very efficient and user friendly software

Jan 24, 2017

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.

Rajneesh Gupta

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Track of all my financial statements

Jan 16, 2017

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!

Satyen Sarangan

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Useful for taxation

Jan 10, 2017

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...

K. Pramila

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Extremely good product

Dec 07, 2016

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

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Excellent product

Nov 30, 2016

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.

Aniruddha Sen

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User Friendly

Nov 25, 2016

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

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Highly appreciable

Nov 24, 2016

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.

Abhijeet Joshi

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Very efficient in displaying all the required reports

Oct 06, 2016

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.

Hemik Shah

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Best software for people to track their investments

Aug 23, 2016

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!

Abhay Choudhari

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Excellent reports and easy to use

Aug 13, 2016

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.

Vasudevan Narasimachari

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Made simple & easy, only because of MPROFIT

Jul 20, 2016

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.

A. Chakrabarty

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Simplistic and highly accurate

Jul 13, 2016

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.

Harshit Shah

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Systematic and easy

Jun 10, 2016

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.

AADESH ANAND

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Best software for stock market

May 26, 2016

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.

DHARMEN SUTARIA

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User friendly and easy to use

May 25, 2016

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.

Kanishk Kejriwal

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Super efficient and excellent support

May 16, 2016

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!

Parinda Shah

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Best customer support

May 06, 2016

The best thing about Mprofit is their support team. They respond promptly and resolve the issues with 100% satisfaction.

Prashant Bhiwaniwala

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MProfit has helped a lot in managing my clients account

Apr 22, 2016

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.

MAHESH DOCHERLA

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Excellent software

Apr 21, 2016

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.

Ashwin Balasubramaniam

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Their support is also quick and efficient

Apr 21, 2016

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.

Suneel Aradhye

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Very fast due to all banking

Mar 21, 2016

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.

Ravi Modi

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Mprofit Support Team is very good & provides immediate resolution of query.

Mar 18, 2016

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.

Ritesh Poladia

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Super product features and awesome customer support

Feb 24, 2016

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.

Prasad PN

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Well designed, user friendly and stable

Feb 12, 2016

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.

Paradise Merchants

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Very good and reliable support team

Feb 05, 2016

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.

Srikanth Matrubai

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MProfit is on the most Advisor-friendly softwares availabe in the Market today

Jan 28, 2016

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!!!

Pavankumar Jagiasi

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MProfit !!!! A really worthy software

Jan 28, 2016

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".

Karthik Pai

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Very smooth and reliable Portfolio Manager

Sep 29, 2020

The most useful feature would definitely be the import features. Right from contract notes to bank statements, pretty much everything can be directly imported using the templates. One feature which I would like see as early as possible is the auto entry for SIP transactions.

Hemant Ramchandani

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It very useful and user friendly for maintaining my investment portfolio up to date

Jan 27, 2016

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.

Swaminathan Subramanian

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It is very useful and awesome

Jan 27, 2016

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.

Vijay Sahani

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It's extremely useful is maintaining accounts of my share transactions

Jan 18, 2016

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.

Rinkesh Jain

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Very quick and efficient back support team

Jan 12, 2016

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!!!

Rajendra Moorthy

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This is user friendly software

Dec 07, 2015

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.

Raviraj P R

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MProfit is an excellent Software for Indian Market

Nov 26, 2015

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.

HEMANT MAHBUBANI

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MProfit is a wonderful software and has a excellent service team!!!!

Nov 24, 2015

MProfit is the best software (Accurate & Perfect), i have had the best and fastest service from MProfit always……..Kudos to the MProfit team.

Rajiv Modi

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It is easy to reinstall using the backup

Nov 16, 2015

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.

B K Bhutani

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Excellent tool for portfolio management

Sep 29, 2020

Excellent report generation, easy to operate and manage, Excellent support Awe some tool I am using this MROFIT since last 5 months I am extremely satisfied

Neerav Paliwal

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Excellent job

Oct 16, 2015

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.

Sunit Pinto

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Capital gain calculator and the tax friendly reports

Oct 16, 2015

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.

Pari M

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Very user friendly and exactly designed

Oct 14, 2015

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.

Mangesh Joshi

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Smooth User Interface, Easy Controls

Sep 30, 2015

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

Hari Prakash

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Simple and User Friendly

Sep 28, 2015

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.

Shitans Patel

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Mprofit is great software and userfriendly

Sep 25, 2015

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.

Ramakrishna K. Pai

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Expert Help Always

Sep 02, 2015

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!

Abhinav Gulechha

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Excellent & Superb

Jul 27, 2015

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.

Dharmesh Doshi

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Best Portfolio Software

Jul 16, 2015

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.

Krishna Prasad

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Simple and Easy to Use

Jul 14, 2015

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

Padmavati

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User friendly software

Jul 14, 2015

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.

Mahesh Docherla

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User friendly

Jul 04, 2015

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.

Vinod Ambavat

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Fully Satisfied with Mprofit Free Version

Jun 26, 2015

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.

Shreyas Shah

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Good team & commitment

Jun 22, 2015

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.

Pinnacle Financial

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Verified Reviewer :
Overall rating

High standard and Good services

Jun 19, 2015

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.

Kalpesh Gandhi

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Verified Reviewer :
Overall rating

Support Staff and Service is superb & time bound

Sep 14, 2015

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.

Prerna

Overall rating

Friendly support

Sep 29, 2020

Recently I started using this software and I found this user friendly for my family. Also supportive with online and offline mode. One of the best software. The response for queries has been amazing - very quick response and resolution. Friendly and Supportive.

Sandeep Puntambekar

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Verified Reviewer :
Overall rating

User friendly and cost effective

May 22, 2015

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.

Ramesh D S

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Verified Reviewer :
Overall rating

It is user friendly software and self explanatory

May 19, 2015

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.

M. S. Shabbir

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Verified Reviewer :
Overall rating

Last stop solution for wealth managers

Apr 28, 2015

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.

Samir Nare

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Verified Reviewer :
Overall rating

Appreciate hard work and efforts of MProfit team

Apr 23, 2015

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.

Kedar Kulkarni

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Verified Reviewer :
Overall rating

Comfortable using Mprofit software

Apr 22, 2015

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/files2) Services & responses too have been prompt & supportive3) Reports too are quite good & as per requirements4) We would appreciate if you could also come out with option of updating BSE rates, as most of our trades/business is executed through BSE5) It’s useful for our Investors as they can keep track of their portfolios live & online6) 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 team7) 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 feasibilities8) Over all we are presently quite satisfied & appreciate your services  & look forward for same in future as well.

Udbhav Shah

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Verified Reviewer :
Overall rating

MProfit can be an excellent cost-efficient Back office tool

Apr 22, 2015

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.  

Sanjay Agrawal

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Verified Reviewer :
Overall rating

Mprofit is the best Portfolio software

Apr 15, 2015

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.

sarthik gupta gupta

Overall rating

Good One, working with this from past 2 years, hopefully no problem

Sep 29, 2020

I am really impressed with this software. I have been using the software for more than 2 years and find it very user friendly, contract note import tool for both Cash segment and F&O from various brokers across the country. The import contract note tool is very handy and saves me a lot of time when managing multiples portfolios. The report section has made it very easy to calculate and analyse my trades, P/L, expenses and reports. Mprofit team has done an excellent job by creating this highly user friendly and trader savvy software. Overall I would rate 9 out of 10 to this software.

Harshit Agrawal

Review source

Verified Reviewer :
Overall rating

MProfit deserves a Perfect Five rating

Oct 01, 2015

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.

R Sankaran

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Verified Reviewer :
Overall rating

Fantastic piece of software

Mar 04, 2015

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 !!

Shashank Jain

Review source

Verified Reviewer :
Overall rating

Impressed with the features especially integration

Mar 04, 2015

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.

Ramakrishna K. Pai

Review source

Verified Reviewer :
Overall rating

MProfit deserves a Perfect Ten rating

Feb 26, 2015

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.

Chandramouli Natarajan

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Verified Reviewer :
Overall rating

Overall it has been a great experience

Feb 25, 2015

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.

Vivek Jain

Review source

Verified Reviewer :
Overall rating

Perfect solution for my requirements

Feb 07, 2015

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.

Sumit K. Sanghi

Review source

Verified Reviewer :
Overall rating

Great software, very user-friendly and involves the latest features

Oct 30, 2014

“It’s a fabulous and great software, very user-friendly and involves the latest features. I am using this software for last couple of months and I am very happy to use it. The support team is excellent and very quick in providing solution to any problem related to the software. Overall I am very happy with their service & I will continue to use the MProfit software. I prefer others to also use the software.”

Raju Gianani

Review source

Verified Reviewer :
Overall rating

Wonderful Software for Recording details and Working on Various Accounting Aspects for buying and selling of Shares

Oct 30, 2014

I would like to inform you that your MProfit Software is a Wonderful Software for Recording details and Working on Various Accounting Aspects for buying and selling of Shares. Updating of Records is as easy like filling a Clean and Pure Glass of Water from a Filter. It is also a very User Friendly Software. So far i have been using this software for the recording, updating of buying and selling of Shares and greatly impressed by it. This software provided you with a variety of reports which are useful for Analytical, Cost Analysis, Income Tax Report Format Reports and Makes your life easier. The Unconditional Support given by MProfit Team is also Excellent in all aspects and at par with the Highest International Standards even on the free version software provided by them.

V B Giraddi

Review source

Verified Reviewer :
Overall rating

Your software has come as a boon

Oct 30, 2014

I am trading in shares for the last 20 years. It was a herculean task to know the exact profit or loss earned in shares and mutual funds. For this I had to depend on accountant who was not available easily for such small work. Your software has come as a boon to people like us who cannot afford to engage full time accountant. Especially your Bank statement and Balance sheet and Trading and profit account has helped small time investors to have a correct statement of income. Kudos to your team.

Vijaykumar Sapre

Review source

Verified Reviewer :
Overall rating

I must express my deep appreciation for your prompt reply as & when I have asked for help.

Oct 30, 2014

I am also glad that I am using software developed in India which keeps updating as per the requirements of customers. Other software in the market do not come anywhere close to it. I have been using MS Money but it does not take into account our requirements. I am sure, as the days go by, you would have developed excellent software to take care of all our requirements. In the changing environment it was badly required.

Mahaveer

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Verified Reviewer :
Overall rating

very easy to use and usefull application

Oct 30, 2014

I had recently download your MProfit Investor Version software, I found it very easy to use and usefull application for the small investor like me who are not in active in market. thanks a lot for the wonderful and very use full software.

M.Zaki Ansari

Review source

Verified Reviewer :
Overall rating

I appreciate the application

Oct 30, 2014

I appreciate the application MProfit really it’s a kind of app which helps investors to keep update and very informative reports on fingertips also congratulate the support team to provide after sales support.

M. Kumar

Review source

Verified Reviewer :
Overall rating

I have no hesitation in saying that MProfit is a matchless software

Oct 30, 2014

It is simple enough to be used by a casual investor and powerful enough to cater to needs of serious investors, financial advisors and even chartered accountants. It helps its users in organizing their investments and help them in tracking their resources and also help in computing returns, assets, liabilities and other relevant indices. It has a very short learning curve and has extremely intuitive interface and flow of processes. Its reports are neat and well laid-out. It has a minimalistic GUI and has a rather dry and very business-like feel about it. Its 360 degrees capability makes you wish you came across it the day one started earning. I was equally, rather more impressed by the alacrity of response of the support staff of MProfit. Little suggestions and tweaks requested, were attended to promptly. It underlines, in my opinion, the approach of the firm - keeping the users satisfied and happy and constantly endeavouring to make the product better and better. I recommend this software to all.”

Dr. Raman Kumar

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Verified Reviewer :
Overall rating

Your unflinching support even for free users is exemplary.

Oct 30, 2014

One can't find such dedication and zeal to serve users in this age and era. Hats off to you. I wish you great success.

Jayant Patankar

Review source

Verified Reviewer :
Overall rating

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 mgt needs.

Oct 30, 2014

Thanks for bringing such a wonderful tool. With the same confidence I have a suggestion, which if you can incorporate, will help all the users. I want a feature , where I will get a report on any given day, what short term/ long term profit I will be making in a stock, if I choose to sell that stock on that day. This will facilitate the user to decide whether to sell or hold that stock in advance. Currently, the user has to go to the buy/sell details of that stock & analyse manually , how much qty is available to sell for not attracting any capital gains.( i e LT GAINS) .This becomes cumbersome if the user has multiple transactions in a stock. You can then show a detailed report for the whole portfolio for the probable ST/LT gains.

Jagdish Kapoor

Review source

Verified Reviewer :
Overall rating

The support from M profit team is also excellent.

Oct 30, 2014

While I was searching for some software for personal accounts on internet, I came across M profit software , I am using free version for last ten days and find it very good software. The support from M profit team is also excellent.

Prof. Mitter Vedu

Review source

Verified Reviewer :
Overall rating

I have been using the free version as an individual for the past one year.

Sep 30, 2015

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."

Bipin Choksi

Review source

Verified Reviewer :
Overall rating

As an investor, I was getting overwhelmed with trying to keep a track of my investments.

Oct 30, 2014

After initially trying out two other programs besides yours, I concluded that your Investor Plus is a highly superior one, well thought out, integrated and easy, enabling me to know my financial position effectively with the balance sheet and income statement that it creates, and, most importantly, the capital gains reports that also distinguishes the equity and debt investments separately. I have shown the reports to my CA and he is relieved that his life will become easier when preparing my tax returns. And, kudos to your technical and customer service professionals who have guided me very courteously enabling me to utilise MProfit to its fullest. Thanks Mprofit.

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MProfit FAQs

What are the main features of MProfit ?

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The key features of MProfit are as follows:

labelTo manage Individual as well as client’s financial portfolio and accounting

labelPortfolio Management

labelAccounting (Integrated with portfolio management)

labelImport of digital contract notes, mutual fund statements, bank statements from more than 2100 sources

labelCapital Gains reports for Stocks

labelCapital Gains reports for Debt MFs and Bonds with and without indexation

labelAnnualised Return (XIRR), asset allocation, P&L and Balance Sheet report

labelHistorical Valuation

labelLive Prices

How much does MProfit cost?

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The MProfit has 4 plans - MProfit Investor USD 0 (16 Portfolios/Year), MProfit Investor+ USD 42 (16 Portfolios/Year), MProfit Pro USD 69 (50 Portfolios/Year), MProfit Advisor USD 90 (Per Year)
Free trial : Available

Who are the typical users of MProfit?

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MProfit has the following typical customers: Investors, Traders, Family Offices, Financial Advisors, CFPs and Financial Advisors

Which mobile platforms does MProfit support?

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MProfit supports the following devices: IOS, Android

Which operating system does MProfit support?

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MProfit supports the following operation system : Web App, Windows

What payment method does MProfit support?

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MProfit supports the following payment methods : SAAS

What is the deployment type?

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MProfit has On Premises deployment.

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