Adding ULIP transactions in MProfit

Modified on Fri, 04 Dec 2020 at 06:38 PM

1. On the MProfit portfolio summary screen, click on the + button and click Add Transaction 



2. Next, Under Asset Class, select ULIP.


3. In this window click button as Asset Name. 



Next, click New Asset and enter your ULIP name. Fill other details and Save. 



4. Next, enter First premium, Insured Name, Premium mode and other details.


Finally, click Save. 







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