How can I pass gift entries for my ULIP investments in MProfit?

In this tutorial, we will explain how you can add a Gift entry for ULIP in MProfit.

Follow the steps below:

Step 1: Login to your MProfit account and right-click the ULIP asset you wish to add a gift entry.

Step 2: Select Advanced from the drop-down menu.

Step 3: Click Transfer Asset to another Portfolio.

Step 4: Enter the desired Date and the Portfolio to Other / Gift from the drop-down menu.

Step 5: Finally, click Save.

Please keep in mind the following information:

This asset will not be visible anywhere else; only the record of the asset being transferred out will be kept. 

When 'Gift' is selected, there won't be a specific destination for the asset. 

If you need to undo the action, you can just delete the entry from the source portfolio.

This is how you can seamlessly pass gift entries for my ULIP investments in MProfit!