What is the MProfit Advisor - Premium Pack?

Modified on Thu, 20 Jan 2022 at 03:14 PM

MProfit provides an add-on offering known as the Advisor Premium Pack that lets Advisors enhance their branding, client reporting and data reconciliation experience.

With this pack, you can avail the following:

  • Logo Branding: You can brand your MProfit account with your company logo on web & mobile, and in all client reports.

    Your logo will be displayed to your clients in their MProfit mobile apps, web logins and all MProfit client reports.

    The branding with logo is available for MProfit Advisor plans (not available with MProfit Pro). 

    Click this link to learn more about branding with logo in MProfit.

  • Premium reporting in your clients' MProfit logins: With the MProfit Advisor Premium Pack, your client logins will also be upgraded from free to premium MProfit logins.

    This gives your clients direct access to XIRR, Capital Gains ITR, Unrealised Gain, Historical Valuations & all other portfolio reports available in your clients' logins.

    All portfolio reports can be exported out of MProfit.

  • Reconciliation Module: You will get access to the MProfit reconciliation module to verify the accuracy of your imported data by comparing it with your holdings in AUM or holding statements (for example: CAMS AUM / Karvy AUM / broker holding statements).

    This Reconciliation Module is currently available only to MProfit Cloud-only users. It is not available to MProfit Desktop users. 

The pricing for the MProfit Advisor Premium Pack is as follows:

MProfit PlanYearly Pricing for Advisor Premium Pack (excluding GST)
Advisor 100₹ 5,000         (₹ 50 per portfolio / year)
Advisor 200₹ 10,000       (₹ 50 per portfolio / year)
Advisor 500₹ 15,000       (₹ 30 per portfolio / year)
Advisor 1000₹ 20,000       (₹ 20 per portfolio / year)
Advisor 2000+₹ 30,000+     (₹ 15 per portfolio / year) 

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