How can I add my ULIP investments in MProfit?

In this tutorial, we will explain how you can add Unit-Linked Insurance Plan (ULIP) transactions in the MProfit.

Follow the steps below:

Step 1: Login to your MProfit account and click the (+) icon.

Step 2: Select Add Transaction from the drop-down menu.

Step 3: Type NPS / ULIP and select the appropriate Asset Class from the drop-down list. 

Then click Select. 

Step 4: Now, add Plan / Scheme by clicking the (+) sign.

Step 5: Click the checkbox beside New Asset.

Then, enter the name of the ULIP.

Step 6: In the next field, enter the Policy No, Insurance Companies, Agent/Broker.

Then click Save.

Step 7: After saving the name, you can add other details like the Insured Name and Sum Assured.

Step 8: Add all the necessary details if required.

Step 9: Finally, click Save.

Step 10: A validation error prompt may appear; click Ignore.

Ensure to set reminders for your upcoming premium dates by clicking the clock symbol to avoid missing deadlines.

This is how you can seamlessly add ULIP transactions in MProfit!