Lately we have been flooded with new feature requests. As many of you know we listen to all requests and then the team decides when and if the feature is implemented into MProfit. One of the most requested features over the past year has been the ability to import many contract notes at once. So […]
With the release of version 9.3, MProfit has introduced an accounting module which provides seamless integration with the portfolio management section (PMS). The Journal vouchers, payment and receipt voucher entries are auto-generated from stocks, mutual funds and F&O transactions and posted in their respective ledger accounts. Previously, customers would maintain transactions in MProfit and also […]
DSP BlackRock recently released an eBook for their mutual fund advisors. The eBook was written by the team of Manish Chauhan and Nandish Desi of JagoAdvisor and JagoInvestor fame. It’s a great guide for independent financial advisors (IFA’s) to reference and see how they can grow their practice. The eBook is broken into 10 sections […]
As of today, MProfit Investor is now FREE, the only limit is that MProfit Investor can manage an invested amount of up to Rs. 50 lakhs. Other than that you can use all the features of MProfit Investor for as long as you like and never have to pay for it. Need to manage your families investments? […]
MProfit now allows you to import your PDF contract notes directly into MProfit even if they have a password. Some of the brokers we support starting today include: HDFC, ICICI Direct, Indiabulls, India Infoline, JM Financial, Motilal Oswal, Reliance Securities and SBI Caps. We also support the Consolidated Account Statement (CAS) for mutual funds from […]
At MProfit we meet and talk with a wide variety of advisors and many have the same issues and ask the same questions. We could have created an FAQ page but decided it might be better to create a PDF document of the issues that advisors face when dealing with technology. The Startup Guide for […]
Happy New Years! If you have noticed we have been quite silent on this blog over the past 5-6 months, mainly because the entire team was working towards a very busy 2012. At MProfit we started 2012 with a bang, with the launch of latest version of MProfit Investor (v9.0). But in even bigger news […]
The latest version 5.5 is available now! Below are a couple highlights of this release: 1. Updated XIRR Report: Income column now includes only Income received as Pay-out. All dividend reinvestment and cumulative income are added in Current Value. 2. Import – We have added many more brokers to allow importing of contract notes from […]
The latest version 5.4 is available now! Below are 4 highlights of this release: 1. As the financial year of 2010-11 has been closed, we have improved the Capital Gain Summary Report based on requests from many users. The report now includes period-wise capital gains as required when filing your tax return. The period includes […]
Moneylife Magazine recently did a feature story on the various tools available to manage your money. Moneylife is a leading personal finance magazine that was started by Debashis Basu and Sucheta Dalal, they provide excellent common sense advice about money. Sucheta Dalal is an award-winning business journalist and author of several books including “The Scam: […]
