ULIP

Adding ULIP transactions in MProfit
1. On the MProfit portfolio summary screen, click on the + button and click Add Transaction.   2. Next, Under Asset Class, select ULIP. 3. In...
Fri, 4 Dec, 2020 at 6:38 PM
How to add Premium/Withdrawal for ULIPs
You can record Premium/Withdrawal entries for ULIP in MProfit. Please follow the below process:   1. In the MProfit portfolio summary screen, right clic...
Fri, 4 Dec, 2020 at 6:41 PM
How to set Current value for ULIPs in MProfit?
You can set Current value for ULIP assets in MProfit and get accurate XIRR return for each of your ULIPs. Please follow the below process: 1. In the MPr...
Fri, 4 Dec, 2020 at 6:42 PM
How to edit the name of a ULIP asset in MProfit
You can edit the name of any ULIP asset in MProfit. Please follow the below process:  1. In the MProfit portfolio summary screen, right click on the ULI...
Fri, 4 Dec, 2020 at 6:59 PM
Transferring ULIP assets to another portfolio
You can transfer your ULIP assets in one portfolio to another portfolio for the purpose of gifting or for the purpose of transferring from one demat account...
Fri, 4 Dec, 2020 at 6:53 PM
How to add Gift entry for ULIP in MProfit?
You can add a Gift entry for a ULIP asset in MProfit. The assumption here is that the person who is receiving the gift is not a member of any of the portfol...
Fri, 4 Dec, 2020 at 6:54 PM