Client reporting
transformed for
Wealth Managers

Trusted by forward-thinking wealth firms

Elevate reporting across asset classes with MProfit

Your wealth practice, modernised

A complete view of a client's multi-asset portfolio

Gain a clear, consolidated picture of your client investments beyond traditional assets — all tracked from a single place

Monitor each client's investments across equities, mutual funds, PMS, AIFs, fixed income and more
Capture every trade across a client's PANs, HUFs and entities with complete accuracy
Drill down into multi-level asset allocation insights for each client portfolio

A complete view of a client's multi-asset portfolio

Unify client data across managed and held-away assets

Consolidate a client's complete investment book across brokers, funds and advisors — powered by import integrations across 1,500+ institutions

Import Mutual Fund ARN data from CAMS & Karvy registrar files and held-away data from CAS statements
Seamlessly capture client equity and F&O trades from broker contract notes, trade reports and sub-broker files
Import client PDF transaction statements across all major AIF and PMS funds

Unify client data across managed and held-away assets

Your AUM, beautifully visualised in one place

Analyse your entire client book from a single, elegantly designed dashboard — delivering rich insights across holdings and performance data

Gain a consolidated view of your global AUM across clients and asset categories at a glance
Create custom reporting views with the flexibility to define data hierarchy and display the metrics that matter most to your clients
Detailed multi-period reporting views to analyse how client holdings and performance evolve over time

Your AUM, beautifully visualised in one place

Empower clients with real-time portfolio visibility

Give clients direct access to their wealth data and insights, creating the transparency that deepens long-term trust

Enable clients to track their portfolios anytime, anywhere via dedicated web and mobile apps
Deliver clients on-demand access to investment reports and analytics with ease
Personalise the client experience with your company branding across logins and reports

Empower clients with real-time portfolio visibility

Deliver in-depth performance reporting to every client

Deliver clients a comprehensive, multi-layered view of investment performance across asset risk profiles

Comprehensive XIRR reporting for each client across asset categories and individual securities
Demonstrate your performance relative to benchmarks with comparisons that accurately mirror client cashflows
Customise reporting benchmarks for each client — from single indices to blended combinations
Provide granular insights into client equity exposure across stocks, mutual funds, PMS and ETFs

Deliver in-depth performance reporting to every client

Seamless integrations and enhanced reporting for managed strategies

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

Accurate XIRR reporting for client PMS portfolios rather than simplistic TWRR views
Clear view of underlying stocks, cashflows and fees across PMS investments and managed advisory portfolios
Comprehensively track key AIF metrics including client commitments, drawdowns and income generated
Benchmark managed strategy returns against indices of your choice to understand true relative performance

Seamless integrations and enhanced reporting for managed strategies

Simplify year-end investment tax filing for clients

Equip your clients with precise, automated ITR-compliant capital gain statements across key asset classes

ITR-ready capital gains for your clients 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
Readily exportable in formats compatible with tax platforms such as Cleartax, Winman, Genius and more

Simplify year-end investment tax filing for clients

A complete view of a client's multi-asset portfolio

Gain a clear, consolidated picture of your client investments beyond traditional assets — all tracked from a single place
- Monitor each client's investments across equities, mutual funds, PMS, AIFs, fixed income and more
- Capture every trade across a client's PANs, HUFs and entities with complete accuracy
- Drill down into multi-level asset allocation insights for each client portfolio
Unify client data across managed and held-away assets

Consolidate a client's complete investment book across brokers, funds and advisors — powered by import integrations across 1,500+ institutions
- Import Mutual Fund ARN data from CAMS & Karvy registrar files and held-away data from CAS statements
- Seamlessly capture client equity and F&O trades from broker contract notes, trade reports and sub-broker files
- Import client PDF transaction statements across all major AIF and PMS funds
Your AUM, beautifully visualised in one place

Analyse your entire client book from a single, elegantly designed dashboard — delivering rich insights across holdings and performance data
- Gain a consolidated view of your global AUM across clients and asset categories at a glance
- Create custom reporting views with the flexibility to define data hierarchy and display the metrics that matter most to your clients
- Detailed multi-period reporting views to analyse how client holdings and performance evolve over time
Empower clients with real-time portfolio visibility

Give clients direct access to their wealth data and insights, creating the transparency that deepens long-term trust
- Enable clients to track their portfolios anytime, anywhere via dedicated web and mobile apps
- Deliver clients on-demand access to investment reports and analytics with ease
- Personalise the client experience with your company branding across logins and reports
Deliver in-depth performance reporting to every client

Deliver clients a comprehensive, multi-layered view of investment performance across asset risk profiles
- Comprehensive XIRR reporting for each client across asset categories and individual securities
- Demonstrate your performance relative to benchmarks with comparisons that accurately mirror client cashflows
- Customise reporting benchmarks for each client — from single indices to blended combinations
- Provide granular insights into client equity exposure across stocks, mutual funds, PMS and ETFs
Seamless integrations and enhanced reporting for managed strategies

Transform how you track PMS and AIF client investments, with in-depth reporting for cashflows and returns compared against benchmarks
- Accurate XIRR reporting for client PMS portfolios rather than simplistic TWRR views
- Clear view of underlying stocks, cashflows and fees across PMS investments and managed advisory portfolios
- Comprehensively track key AIF metrics including client commitments, drawdowns and income generated
- Benchmark managed strategy returns against indices of your choice to understand true relative performance
Simplify year-end investment tax filing for clients

Equip your clients with precise, automated ITR-compliant capital gain statements across key asset classes
- ITR-ready capital gains for your clients 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
- Readily exportable in formats compatible with tax platforms such as Cleartax, Winman, Genius and more

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