Investment back-office
automated for CA &
Trusteeship Firms

MProfit dashboards for CA and Trusteeship Firms

Trusted by eminent business families and their reporting partners

Modernise client servicing with MProfit

MIS and tax reporting, simplified

A complete view of client wealth across asset classes

Bring together client investments across entities, asset classes and wealth managers under a single lens — for full visibility into complex, diversified portfolios

Track every trade across client PANs, HUFs, entities and trusts with complete accuracy
Consolidate data across equities, mutual funds, fixed income, PMS, AIF, real estate, F&O and other asset classes
Bring together investments dispersed across multiple wealth managers and brokers

A complete view of client wealth across asset classes

Scattered client data, seamlessly unified

Effortlessly extract and consolidate transaction data from trade reports across 1,500+ financial institutions

Directly upload broker and wealth manager transaction statements for each client
Consolidate mutual fund transactions seamlessly via CAS statements
Import daily equity and F&O contract notes across a wide list of supported brokers
Import PDF transaction statements across all major AIF and PMS fund houses

Scattered client data, seamlessly unified

Capital gain reporting, built for tax complexity

Deliver precise, automated tax P/L reports across asset classes — with accurate and meticulous handling of nuanced income tax guidelines

Year-wise and quarterly capital gains across stocks, mutual funds, bonds, REITs and InVITs
Accurate tax treatment of LTCG grandfathering and mutual fund tax categorisations
Precise handling of corporate actions, bonus stripping rules, demat transfers and off-market transactions
Exportable in formats compatible with tax platforms such as Cleartax, Winman, Genius and more

Capital gain reporting, built for tax complexity

Integration with Tally to automate client accounting

Export transaction data in a Tally-compatible format — keeping client investment books of accounts accurate and up-to-date in Tally

Direct export of investment transactions as Tally-readable vouchers, available with each individual single-client license
Automated mapping of asset classes and transaction types to appropriate Tally ledger codes
Significantly reduced manual effort and accounting errors with direct data import to Tally

Integration with Tally to automate client accounting

Go beyond tax with powerful MIS reporting

Expand your service offering with clear, unbiased visibility into real performance of client wealth across multiple advisors and service providers

Comprehensive XIRR reporting across client entities, asset categories, advisors and securities
Cashflow-based benchmark comparisons using single indices or customised benchmark blends
Detailed multi-period reporting to analyse client holdings and performance across time periods

Go beyond tax with powerful MIS reporting

An extensive suite of essential year-end reports

Equip your clients with detailed investment statements for seamless year-end functions — reconciliations and beyond

Stock register, closing balance, transaction and charges reports for accurate year-end accounting
Detailed income reporting to track dividend, interest and rental income across client investments
Unrealised P/L reports to identify and act on tax-loss harvesting opportunities

An extensive suite of essential year-end reports

Every capability, built on a foundation of security and privacy

Manage client investment data with complete confidence — on a platform held to the highest standards of data integrity

Backed by robust data protection protocols and encryption
Routinely security-audited and verified to meet the highest industry standards
Private by design, with system-driven processing that keeps client data confidential

Every capability, built on a foundation of security and privacy

A complete view of client wealth across asset classes

Bring together client investments across entities, asset classes and wealth managers under a single lens — for full visibility into complex, diversified portfolios
- Track every trade across client PANs, HUFs, entities and trusts with complete accuracy
- Consolidate data across equities, mutual funds, fixed income, PMS, AIF, real estate, F&O and other asset classes
- Bring together investments dispersed across multiple wealth managers and brokers
Scattered client data, seamlessly unified

Effortlessly extract and consolidate transaction data from trade reports across 1,500+ financial institutions
- Directly upload broker and wealth manager transaction statements for each client
- Consolidate mutual fund transactions seamlessly via CAS statements
- Import daily equity and F&O contract notes across a wide list of supported brokers
- Import PDF transaction statements across all major AIF and PMS fund houses
Capital gain reporting, built for tax complexity

Deliver precise, automated tax P/L reports across asset classes — with accurate and meticulous handling of nuanced income tax guidelines
- Year-wise and quarterly capital gains across stocks, mutual funds, bonds, REITs and InVITs
- Accurate tax treatment of LTCG grandfathering and mutual fund tax categorisations
- Precise handling of corporate actions, bonus stripping rules, demat transfers and off-market transactions
- Exportable in formats compatible with tax platforms such as Cleartax, Winman, Genius and more
Integration with Tally to automate client accounting

Export transaction data in a Tally-compatible format — keeping client investment books of accounts accurate and up-to-date in Tally
- Direct export of investment transactions as Tally-readable vouchers, available with each individual single-client license
- Automated mapping of asset classes and transaction types to appropriate Tally ledger codes
- Significantly reduced manual effort and accounting errors with direct data import to Tally
Go beyond tax with powerful MIS reporting

Expand your service offering with clear, unbiased visibility into real performance of client wealth across multiple advisors and service providers
- Comprehensive XIRR reporting across client entities, asset categories, advisors and securities
- Cashflow-based benchmark comparisons using single indices or customised benchmark blends
- Detailed multi-period reporting to analyse client holdings and performance across time periods
An extensive suite of essential year-end reports

Equip your clients with detailed investment statements for seamless year-end functions — reconciliations and beyond
- Stock register, closing balance, transaction and charges reports for accurate year-end accounting
- Detailed income reporting to track dividend, interest and rental income across client investments
- Unrealised P/L reports to identify and act on tax-loss harvesting opportunities
Every capability, built on a foundation of security and privacy

Manage client investment data with complete confidence — on a platform held to the highest standards of data integrity
- Backed by robust data protection protocols and encryption
- Routinely security-audited and verified to meet the highest industry standards
- Private by design, with system-driven processing that keeps client data confidential

Hear from

Clients who
champion us

MProfit is very useful in managing our investments. The capital gain reports are accurate and aligned with the latest income tax laws, and support is prompt.

Rajiv Khanna Ace Investor
For over three years, MProfit's automated platform has helped us bring complex investment data together into one clear, consolidated view.

Tushar Mandaliya Apar Family Office
As early adopters, MProfit has helped us track investments across entities, asset classes and brokers seamlessly, saving us a lot of manual bandwidth.

Gautam Ashra Ashra Family Office
MProfit has cut the time to consolidate our family office's portfolio data from 7 days to under 1, with auto-import and reconciliation across all brokers.

Adhiraj Swarup Agarwal Swarup Family Office
MProfit prepares all our investment reports. It gives us time to focus on other things. Capital gains and reconciliations are now simple and accurate.

Pratyush & Ayush Mittal Co-founders, Screener