You can add a Gift entry for a ULIP asset in MProfit. The assumption here is that the person who is receiving the gift is not a member of any of the portfolios which you manage in MProfit. Please follow the below process:
1. In the MProfit portfolio summary screen, right click on the ULIP name that you need to add a gift entry for.
In the dropdown, select Advanced and then click on Transfer Asset to another Portfolio.
2. Next, select the Other / Gift option from the To Portfolio dropdown, enter the quantity you would like to Gift and click on Save.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article