How to create Portfolio, PMS Portfolio and Group Portfolio in MProfit?

In this tutorial, we will explain how you can create three types of portfolios in MProfit: Individual Portfolio, PMS Portfolio, and Group Portfolio.

Managing investments efficiently requires robust portfolio management tools, and MProfit offers comprehensive solutions for organizing your investments. 

To do so, follow the steps below:

Portfolio

With MProfit, you can manage your investments portfolio-wise. You can create member / PAN-specific portfolios based on your needs.

MProfit also lets you create broker-specific portfolios to track broker-specific data and get broker-specific reports.

To track portfolios according to PAN, follow these steps:

Step 1: Navigate to the Add Portfolio option on the left side of your MProfit summary screen.

Step 2: Enter the name of the portfolio and, click Save.

This is how you create an individual portfolio.

PMS Portfolio

Your PMS Scheme investments can be tracked seamlessly with MProfit.

In addition, you can track detailed investment level information for PMS schemes and cashflows, such as cash in, cash out, cash balance, and fees.

Follow these steps to create a PMS portfolio:

Step 1: Click Add Portfolio option.

Step 2: Enter the Portfolio Name. 

Then, select the PMS Portfolio option by ticking the box. 

Step 3: Finally, click Save.

This is how you create a PMS Portfolio.

Group Portfolio

With MProfit, you can view all your family's finances in one place. 

You can do this by creating a Group. It is possible to create multiple groups with a combination of different portfolios.

Follow these steps to create a Group Portfolio:

Step 1: For example, if you want to consolidate the portfolios of Mr.A Meta and Mr.B Gupta.

First, right-click on Mr.A Mehta's portfolio.

Step 2: Select the third option, New Group, from the drop-down list.

Step 3: Enter the Group Name.

Then, select the portfolios you want to consolidate in the group by ticking the boxes.

For example., Mr.A Meta and Mr.B Gupta.

Step 4: Finally, click Save.

This is how you can seamlessly create a Portfolio, PMS Portfolio and Group Portfolio in MProfit!

To manage and learn more about Strategy/Goal portfolio, please refer to this post below: 

https://help.mprofit.in/support/solutions/articles/82000887519