MProfit Help Center

1. On the MProfit portfolio summary screen, click on the + button and click Add Transaction.   2. Next, Under Asset Class, select Insurance. ...

You can record Premium/Withdrawal entries for ULIP in MProfit. Please follow the below process:   1. In the MProfit portfolio summary screen, right clic...

1. Right click on the Insurance name. Next, Select Other Transactions from the list and click on Add Income for Asset. 2. In this window, Select Bo...

You can transfer your Insurance assets in one portfolio to another portfolio for the purpose of gifting or for the purpose of transferring from one demat ac...

You can add a Gift entry for an Insurance asset in MProfit. The assumption here is that the person who is receiving the gift is not a member of any of the p...

You can set Current value for Insurance assets in MProfit and get accurate XIRR return for each of your Insurance assets. Please follow the below process: ...

You can edit the name of any Insurance asset in MProfit. Please follow the below process:  1. In the MProfit portfolio summary screen, right click on th...

You can record write-off entries for your Insurance assets in MProfit. Please follow the below process: 1. In the MProfit portfolio summary screen, righ...