What is the MProfit Pro - Premium Pack?

Modified on Mon, 19 Sep 2022 at 02:50 PM

MProfit provides additional premium features in the Pro Premium Pack that lets MProfit Pro users enhance their reporting & data reconciliation experience.

With this pack, you can avail the following:

  • Reconciliation Module: You will get access to the MProfit reconciliation module to verify the accuracy of your imported data by comparing it with your holdings in AUM or holding statements (for example: CAMS AUM / Karvy AUM / broker holding statements).

    This Reconciliation Module is currently available only to MProfit Cloud-only users. It is not available to MProfit Desktop users.

  • Premium reporting in client MProfit logins: If you are using MProfit Pro to manage data for clients, the MProfit Pro - Premium Pack upgrades your client logins from free to premium MProfit logins.

    This gives your clients direct access to XIRR, Capital Gains ITR, Unrealised Gain, Historical Valuations & all other portfolio reports available in your clients' logins.

    All portfolio reports can be exported by your clients out of MProfit.

Please note that Logo Branding is NOT AVAILABLE IN MPROFIT PRO plans. You can subscribe to MProfit Advisor plans to add your logo on web, mobile and in client reports for branding purposes.

Click this link to learn more about branding with logo in MProfit.

The pricing for the MProfit Pro - Premium Pack is ₹ 2,500 per year plus

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