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Trusted by families behind India's leading businesses

Take control of your investments with MProfit

Wealth monitoring, transformed

All your investments, under one roof

A single, unified view of your family wealth — giving you the clarity to make informed investment decisions

Bring together holdings in equities, mutual funds, F&O, bonds, PMS and other asset classes
Track trades seamlessly across every PAN in your family
Unify investments dispersed across different advisors and demat accounts

Your investment data, effortlessly consolidated

Stop manually entering your data in spreadsheets and enjoy automated import across 1,500+ brokers and funds

Seamlessly sync your Mutual Funds via API
Upload transaction statements from your broker or wealth manager with ease
Auto-import daily equity and F&O contract notes via email forwarding
Import detailed PMS and AIF transaction files across PDF and Excel formats

Your investment data, effortlessly consolidated

Deep asset allocation insights across your portfolios

Go beyond surface-level portfolio views, with multi-layered insights into how your wealth is allocated and your true exposure to individual equity securities

Granular insights into portfolio composition across asset categories and risk profiles
Multi-level drill-down into investment allocation across entities, advisors and funds
Consolidated views of equity exposure across direct stocks, PMS, mutual funds and ETFs

Deep asset allocation insights across your portfolios

Clear visibility into your wealth's true performance

Get the depth you need to truly understand your overall wealth performance, rather than relying on scattered advisor reporting

Accurate XIRR reporting across PANs and asset classes to understand your true returns
Benchmark your returns against indices of your choice
View and compare portfolio performance across different time periods: MoM, QoQ, YoY
Scheme-wise XIRR reporting for PMS investments rather than simplistic TWRR views

Clear visibility into your wealth's true performance

Precise, automated capital gain reports for tax season

Go beyond broker capital gain statements, which often miss key computational nuances and lead to incorrectly calculated tax amounts

Detailed, ITR-ready capital gain reports for equities, mutual funds & other key assets
Appropriate compliance with tax regulation: LTCG grandfathering, mutual fund tax categorisations and more
Accurate tax treatment for corporate actions, demat transfers and off-market transactions
Exportable in formats compatible with tax platforms such as Winman, ClearTax, Genius and more

Precise, automated capital gain reports for tax season

Investment accounting simplified with an integration to Tally

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

Export investment transactions as Tally-readable accounting vouchers for each portfolio
Auto-map asset classes and transaction types to corresponding Tally ledger codes
Reduce manual effort and accounting errors significantly through automated import into Tally

Investment accounting simplified with an integration to Tally

Every capability, backed by robust security and privacy

A private, secure space to view your wealth data, completely free from unsolicited ads and recommendations

Data securely encrypted on Microsoft Azure's enterprise-grade Cloud infrastructure located in India
Routinely certified to meet rigorous security standards through independent security audits
Private by design, with system-driven processing that ensures strict data confidentiality

Every capability, backed by robust security and privacy

All your investments, under one roof

A single, unified view of your family wealth — giving you the clarity to make informed investment decisions
- Bring together holdings in equities, mutual funds, F&O, bonds, PMS and other asset classes
- Track trades seamlessly across every PAN in your family
- Unify investments dispersed across different advisors and demat accounts
Your investment data, effortlessly consolidated

Stop manually entering your data in spreadsheets and enjoy automated import across 1,500+ brokers and funds
- Seamlessly sync your Mutual Funds via API
- Upload transaction statements from your broker or wealth manager with ease
- Auto-import daily equity and F&O contract notes via email forwarding
- Import detailed PMS and AIF transaction files across PDF and Excel formats
Deep asset allocation insights across your portfolios

Go beyond surface-level portfolio views, with multi-layered insights into how your wealth is allocated and your true exposure to individual equity securities
- Granular insights into portfolio composition across asset categories and risk profiles
- Multi-level drill-down into investment allocation across entities, advisors and funds
- Consolidated views of equity exposure across direct stocks, PMS, mutual funds and ETFs
Clear visibility into your wealth's true performance

Get the depth you need to truly understand your overall wealth performance, rather than relying on scattered advisor reporting
- Accurate XIRR reporting across PANs and asset classes to understand your true returns
- Benchmark your returns against indices of your choice
- View and compare portfolio performance across different time periods: MoM, QoQ, YoY
- Scheme-wise XIRR reporting for PMS investments rather than simplistic TWRR views
Precise, automated capital gain reports for tax season

Go beyond broker capital gain statements, which often miss key computational nuances and lead to incorrectly calculated tax amounts
- Detailed, ITR-ready capital gain reports for equities, mutual funds & other key assets
- Appropriate compliance with tax regulation: LTCG grandfathering, mutual fund tax categorisations and more
- Accurate tax treatment for corporate actions, demat transfers and off-market transactions
- Exportable in formats compatible with tax platforms such as Winman, ClearTax, Genius and more
Investment accounting simplified with an integration to Tally

Automate voucher creation and maintain accurate investment books of accounts by exporting transactions in a Tally-compatible format
- Export investment transactions as Tally-readable accounting vouchers for each portfolio
- Auto-map asset classes and transaction types to corresponding Tally ledger codes
- Reduce manual effort and accounting errors significantly through automated import into Tally
Every capability, backed by robust security and privacy

A private, secure space to view your wealth data, completely free from unsolicited ads and recommendations
- Data securely encrypted on Microsoft Azure's enterprise-grade Cloud infrastructure located in India
- Routinely certified to meet rigorous security standards through independent security audits
- Private by design, with system-driven processing that ensures strict data confidentiality

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