In this tutorial, we will explain how you can manually add your NPS transactions in MProfit.
Follow the steps below:
Step 1: Login to your MProfit account and click the (+) sign.
Step 2: Select Add Transaction from the drop-down list.
Step 3: In the next window, select the Asset Class as NPS / ULIP.
Step 4: Click Select.
Step 5: Now, for the Plan / Scheme click the (+) sign.
Step 6: Click the checkbox beside New Asset.
Step 7: Enter the asset name.
Step 8: Then enter the Policy No.
Step 9: Now, click Save.
Step 10: Enter the First Premium amount.
Then enter the Date of the first premium and the Insured Name.
Step 11: Enter the Sum Assured.
And finally, click Save.
This is how you can manually add your NPS transactions in MProfit!
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