How can I add Premium or Withdrawal entries for my ULIP investments in MProfit?

Modified on Wed, 19 Jun at 11:41 PM


In this tutorial, we will explain how you can add Premium/Withdrawal for ULIPs in MProfit.


Follow the steps below:


Step 1: Login to your MProfit account and right-click on the desired ULIP asset.


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Step 2: Select Premium / Withdrawal from the drop-down menu.


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Step 3: In the next window, select the Trans. Type as Premium or Withdrawal from the drop-down list.


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Step 4: Fill out the remaining fields, including details such as the Amount and Date of the transaction. 


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Step 5: Once all the necessary information has been entered, click Save.


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

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This is how you can seamlessly add Premium/Withdrawal for ULIPs in MProfit!


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