How can I manage merger of schemes for Mutual Fund in MProfit?

In this tutorial, we will explain how you can manage fund mergers for your mutual fund schemes in MProfit. 

Follow the steps below:

Step 1: Login to your MProfit account and right-click on the desired mutual fund.

Step 2: Select Other Transactions from the drop-down list and then select Add Fund Merger.

Step 3: To merge funds, click the (+) icon, type the name, and select the Merging Into from the list that appears.

Step 4: Enter the Asset name and select it from the list.

Step 5: Next, mention the Folio No. 

Step 6: Now, click Save. 

Step 7: In the following window, mention the Date of the transaction. 

Then enter the Balance Shares after Merger and click Save. 

This is how you can seamlessly add fund mergers for your mutual fund schemes in MProfit!