Complex wealth
demystified for
Family Offices

Trusted by India's leading family offices

Modernise family office operations with MProfit

Wealth reporting, elevated

A complete view of wealth

Bring investments across entities, asset classes, and advisors under a single lens — for full control and visibility into your family wealth

Track every trade across PANs, HUFs, entities and trusts
Consolidate equities, mutual funds, fixed income, alternates, private investments and more
Unify and compare investments dispersed across wealth managers

A safe space for your investment data

Visualise your wealth without bias in a secure, private environment that ensures your data remains fully within your custody

Robust data encryption at rest and in transit, on Microsoft Azure's enterprise-grade Cloud infrastructure located in India
Routinely certified to meet recognised security standards through rigorous, independent VAPT audits
Private by design, with system-driven processing that ensures strict client data confidentiality
Completely free from ads, product pushes or unsolicited advisory recommendations

Scattered investment data, seamlessly unified

Effortlessly extract and consolidate complex data from investment documents across 1,500+ financial institutions

Directly upload broker and wealth manager transaction statements
Seamlessly sync mutual fund transactions PAN-wise via API
Capture equity, F&O, bond, REIT and InVIT trades automatically from contract notes
Import detailed fund records: PMS transaction + bank-book statements, AIF SOAs + 64C files

Scattered investment data, seamlessly unified

Unbiased visibility into real wealth performance

Gain an extensive, multi-layered view of portfolio composition and investment performance across distinct asset risk profiles

Comprehensive XIRR reporting across entities, asset categories, and securities
Benchmark comparisons that mirror portfolio cashflows to uncover relative performance
Customisable benchmarks ranging from single indices to blended combinations
Consolidated exposure analysis across direct stocks, PMS, mutual funds and ETFs to underlying securities

Unbiased visibility into real wealth performance

Enhanced oversight for managed and alternative strategies

Transform how you track your PMS and AIF investments, with in-depth reporting for cashflows, fees and true returns compared against benchmarks

Gain a clear view of underlying stocks, cashflows and fees across your PMS investments
Get accurate XIRR reporting for PMS investments rather than simplistic TWRR views
Granularly track AIF commitments, drawdowns, withdrawals, income earned and other key metrics
Replicate cashflows in user-defined benchmarks to holistically measure relative performance

Enhanced oversight for managed and alternative strategies

Capital gain reporting, optimised for family offices

Deliver precise, ITR-compliant capital gain statements across entities, investment vehicles and asset classes to streamline tax compliance

ITR-ready capital gain reports across stocks, mutual funds, bonds, REITs and InVITs
Timely and accurate compliance with constantly evolving tax regulations across asset classes
Appropriate tax treatment for corporate actions, demat transfers and off-market transactions
Unrealised and quarterly P/L reports to support tax-loss harvesting and advance tax filing

Capital gain reporting, optimised for family offices

Investment accounting streamlined with an integration to Tally

Automate voucher creation and maintain accurate investment books of accounts by exporting transactions in a Tally-compatible format

Entity-wise export of investment transactions as Tally-compatible vouchers
Automated mapping of asset classes and transaction types to corresponding Tally ledger codes
Minimised manual effort and accounting errors through direct, automated import into Tally

Investment accounting streamlined with an integration to Tally

A complete view of wealth

Bring investments across entities, asset classes, and advisors under a single lens — for full control and visibility into your family wealth
- Track every trade across PANs, HUFs, entities and trusts
- Consolidate equities, mutual funds, fixed income, alternates, private investments and more
- Unify and compare investments dispersed across wealth managers
A safe space for your investment data

Visualise your wealth without bias in a secure, private environment that ensures your data remains fully within your custody
- Robust data encryption at rest and in transit, on Microsoft Azure's enterprise-grade Cloud infrastructure located in India
- Routinely certified to meet recognised security standards through rigorous, independent VAPT audits
- Private by design, with system-driven processing that ensures strict client data confidentiality
- Completely free from ads, product pushes or unsolicited advisory recommendations
Scattered investment data, seamlessly unified

Effortlessly extract and consolidate complex data from investment documents across 1,500+ financial institutions
- Directly upload broker and wealth manager transaction statements
- Seamlessly sync mutual fund transactions PAN-wise via API
- Capture equity, F&O, bond, REIT and InVIT trades automatically from contract notes
- Import detailed fund records: PMS transaction + bank-book statements, AIF SOAs + 64C files
Unbiased visibility into real wealth performance

Gain an extensive, multi-layered view of portfolio composition and investment performance across distinct asset risk profiles
- Comprehensive XIRR reporting across entities, asset categories, and securities
- Benchmark comparisons that mirror portfolio cashflows to uncover relative performance
- Customisable benchmarks ranging from single indices to blended combinations
- Consolidated exposure analysis across direct stocks, PMS, mutual funds and ETFs to underlying securities
Enhanced oversight for managed and alternative strategies

Transform how you track your PMS and AIF investments, with in-depth reporting for cashflows, fees and true returns compared against benchmarks
- Gain a clear view of underlying stocks, cashflows and fees across your PMS investments
- Get accurate XIRR reporting for PMS investments rather than simplistic TWRR views
- Granularly track AIF commitments, drawdowns, withdrawals, income earned and other key metrics
- Replicate cashflows in user-defined benchmarks to holistically measure relative performance
Capital gain reporting, optimised for family offices

Deliver precise, ITR-compliant capital gain statements across entities, investment vehicles and asset classes to streamline tax compliance
- ITR-ready capital gain reports across stocks, mutual funds, bonds, REITs and InVITs
- Timely and accurate compliance with constantly evolving tax regulations across asset classes
- Appropriate tax treatment for corporate actions, demat transfers and off-market transactions
- Unrealised and quarterly P/L reports to support tax-loss harvesting and advance tax filing
Investment accounting streamlined with an integration to Tally

Automate voucher creation and maintain accurate investment books of accounts by exporting transactions in a Tally-compatible format
- Entity-wise export of investment transactions as Tally-compatible vouchers
- Automated mapping of asset classes and transaction types to corresponding Tally ledger codes
- Minimised manual effort and accounting errors through direct, automated import into Tally

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