What is the MProfit Pro - PMS Pack

Modified on Mon, 19 Sep 2022 at 02:26 PM

With this pack, you can avail the following features:

1. PMS Cash Management: With this pack, you can manage investments, including cash holdings, more systematically! MProfit lets you record cash inflows, outflows and balances in your portfolios. 

For each PMS portfolio, MProfit provides you with a graphical dashboard that reports XIRR, Cash-in, Cash-out and other key metrics. The XIRR factors in the effect of cash in your portfolio and this is essential to savvy investors!

You can also manage all your PMS schemes with this reporting.

Sample dashboard below:

2. 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.

3. 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.

The pricing for the MProfit Pro - PMS Pack is ₹ 5,000 per year plus GST

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article