How can I manually add my NPS transactions in MProfit?

Modified on Tue, 7 May at 9:02 PM


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.


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


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Step 3: In the next window, select the Asset Class as NPS / ULIP.


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Step 4: Click Select


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Step 5: Now, for the Plan / Scheme click the (+) sign.


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Step 6: Click the checkbox beside New Asset.


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Step 7: Enter the asset name.


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Step 8: Then enter the Policy No.


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Step 9: Now, click Save.


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Step 10: Enter the First Premium amount.


Then enter the Date of the first premium and the Insured Name.


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Step 11: Enter the Sum Assured.


And finally, click Save.


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This is how you can manually add your NPS transactions in MProfit!

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