FeaturedMade in India
Starts at
₹749/mo
Mprofit
by MProfit Software · Mumbai, Maharashtra · Since 2010
Investment portfolio and accounting for investors and advisors.
- Starting price
- Price on request
- Quote based on customer type
- Free trial / plan
- No free plan listed
- Demo available on request
- Deployment
- Cloud
- Web
- App Advisor rating
- 4.6
- transparency & India fit
What is Mprofit?
MProfit does not publish a price. Every pricing page on mprofit.in leads to a request form that asks whether you are an investor, a family office, a wealth manager or a CA/trusteeship firm, and the quote follows from that. Budget for a sales call before you can compare costs. The product itself is portfolio reporting software for Indian investors, built around equities, mutual funds, F&O, bonds, PMS and AIF holdings rather than general business accounting. It has been in the market since 2009 and is run from Nariman Point, Mumbai.
Its strongest area is data import. MProfit says it reads statements from more than 1,500 financial institutions, including brokers, registrars and PMS/AIF managers. Mutual funds sync by PAN through an API, daily contract notes can be forwarded by email, and PMS bank-book statements and AIF SOAs can be uploaded as PDF or Excel files. For a family that holds investments across several PANs, HUFs and trusts, that removes most of the spreadsheet work.
Tax reporting is the second reason people buy it. The capital gain reports are designed to be ITR-ready. They cover LTCG grandfathering, mutual fund tax categories, bonus stripping, demat transfers and off-market trades, and they export to Winman, ClearTax and Genius. Transactions can also go to Tally as vouchers with ledger mapping, which matters to CA firms that keep investment books for clients.
There are limits. You cannot see a plan list or a self-serve monthly price, and the old free version is not offered on the current site. The tool also covers only investments, so it will not replace your billing or GST software. Wealth managers get white-label client logins and AUM dashboards. Retail investors with one demat account and a few funds will probably find a broker's free reports enough.
What works well
- +Imports transaction data from more than 1,500 financial institutions, including brokers, registrars and PMS/AIF managers
- +ITR-ready capital gain reports handle LTCG grandfathering and bonus stripping rules
- +Tally voucher export with automatic ledger mapping for investment books
- +Tracks holdings across every PAN, HUF, trust and entity in a family
- +Scheme-wise XIRR for PMS investments instead of a single TWRR figure
- +Data hosted on Microsoft Azure infrastructure located in India, with VAPT audits
- +iPhone app rated 4.5 from 548 ratings on the App Store
What to watch out for
- −No public pricing; every buyer type must fill a request form first
- −Covers investments only, so it is not a replacement for GST accounting software
- −No free plan is offered on the current website
- −Phone support runs only Monday to Friday, 10:00 AM to 5:30 PM
- −Mobile apps mainly view data; heavy imports are done on web or desktop
Best suited for: HNI families and family offices tracking wealth across many PANs, HUFs and trusts · CA and trusteeship firms preparing capital gain and MIS reports for investor clients · Wealth managers who want branded client logins and a consolidated AUM view · Buyers comparing portfolio management and accounting software for investors in India
Mprofit at a glance
Analysing Mprofit — pricing, features, reviews and alternatives…
Generated by App Advisor's native engine from this listing's verified data — not a paid placement.
Mprofit features
Researched from Mprofit's official product pages · updated October 2026.
Data import
- Automated import from 1,500+ financial institutions
- Mutual fund sync by PAN through an API
- Daily equity and F&O contract notes by email forwarding
- PMS bank-book statements and AIF SOAs and 64C files
- CAMS and KFintech registrar files and CAS statements
Portfolio and performance
- XIRR across PANs, entities, asset classes and securities
- Cashflow-matched benchmark comparison with blended indices
- Equity exposure across direct stocks, PMS, mutual funds and ETFs
- Month, quarter and year comparison views
- AIF commitment, drawdown and income tracking
Tax reporting
- ITR-ready capital gains for stocks, mutual funds, bonds, REITs and InVITs
- LTCG grandfathering and mutual fund tax categorisation
- Corporate actions, bonus stripping, demat and off-market transfers
- Unrealised and quarterly P/L for tax-loss harvesting and advance tax
- Export to Winman, ClearTax and Genius
Accounting and year-end
- Tally-compatible voucher export per entity
- Automatic mapping to Tally ledger codes
- Stock register, closing balance and charges reports
- Dividend, interest and rental income reports
Wealth manager tools
- Consolidated AUM dashboard across clients
- Client web and mobile logins
- Company branding on logins and reports
- Custom reporting views and data hierarchy
- Held-away asset import from CAS statements
Mprofit pricing (INR)
SourceEvery edition as published by the vendor. Prices exclude GST unless stated. Full Mprofit pricing breakdown
- • MProfit publishes no plan prices. Its pricing pages (mprofit.in/pricing and mprofit.in/pricing/investors) show a request form instead.
- • The form separates four buyer types: astute investors, family offices, wealth managers, and CA and trusteeship firms. Pricing is quoted for each type.
- • Tally export for CA firms is tied to each single-client licence, which suggests licensing is counted per client.
- • GST treatment is not stated publicly, so confirm it in the quote.
Buying for a team? App Advisor can get you a volume quote and any partner discount available.
Integrations, security & India
Integrations
- Tally (voucher export)
- CAMS and KFintech (Karvy) registrar files
- CAS statements for mutual funds
- Broker contract notes and trade reports
- Winman, ClearTax and Genius (tax export formats)
- PMS and AIF statements (PDF and Excel)
Security & compliance
- Data encrypted at rest and in transit
- Hosted on Microsoft Azure cloud infrastructure located in India
- Independent VAPT security audits on a routine basis
- No ads or product recommendations inside the platform
For Indian businesses
- Headquartered at 108-B Mittal Tower, Nariman Point, Mumbai (MProfit Software Private Limited)
- Capital gain reports follow Indian income tax rules, including LTCG grandfathering and bonus stripping
- Exports to Indian tax tools Winman, ClearTax and Genius, and to Tally for accounting
- Imports CAMS and KFintech registrar files and CAS statements for mutual funds
- Client data is stored on Azure infrastructure located in India
Mobile apps
The apps show live portfolio values, F&O mark-to-market, asset allocation charts and reminders for lock-in expiry, premium due and maturity dates. They support passcode and Touch ID/Face ID locks.
What reviewers say about Mprofit
Scores published on independent review sites — follow the links for the full reviews.
Support, resources & partner network
Support & learning
- Email support at support@mprofit.in
- Callback requests Monday to Friday, 10:00 AM to 5:30 PM
- Phone: +91 22 4005 7250 (Mumbai office)
- Help centre with step-by-step guides and video tutorials
- Remote screen support through TeamViewer or AnyDesk
Trust, compliance & who uses Mprofit
5,000+ Indian families; 1,300+ family offices and UHNI families
Customers
Customers in 400+ Indian cities
Countries
2009
In business since
Is Mprofit the best choice for you?
Best choice if you are…
- HNI families and family offices tracking wealth across many PANs, HUFs and trusts
- CA and trusteeship firms preparing capital gain and MIS reports for investor clients
- Wealth managers who want branded client logins and a consolidated AUM view
- Buyers comparing portfolio management and accounting software for investors in India
Look elsewhere if you are…
- Small businesses looking for invoicing, GST returns or general bookkeeping
- Retail investors with one demat account who only need broker P&L statements
Still comparing? Get an unbiased shortlist and demos arranged for free.
Sources (10) · updated October 2026
- https://mprofit.in/
- https://mprofit.in/pricing/investors
- https://mprofit.in/investors
- https://mprofit.in/family-offices
- https://mprofit.in/wealth-managers
- https://mprofit.in/chartered-accountants
- https://mprofit.in/about
- https://mprofit.in/contact-us
- https://play.google.com/store/apps/details?id=com.mprmobile&hl=en_IN
- https://apps.apple.com/in/app/mprofit/id1418536415
Mprofit screenshots
Specifications
- Category
- Accounting software
- Vendor
- MProfit Software
- Headquarters
- Mumbai, Maharashtra
- Founded
- 2010
- Pricing model
- Freemium
- Starting price
- Free plan
- Deployment
- Cloud
- Platforms
- Web
- Best for
- Startup, Small business, SMB
- Made in India
- Yes
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Mprofit — frequently asked questions
What is MProfit pricing in India?+
MProfit does not list prices on its website. Its pricing pages lead to a request form where you choose investor, family office, wealth manager or CA/trusteeship firm, and the sales team sends a quote. Expect the price to depend on the type of customer and the scale of the portfolios you track. Ask whether the quote includes 18% GST before you compare it.
Does MProfit have a free plan or free trial?+
The current MProfit website does not show a free plan or a published trial period. Investors can start through the Get Started page, and family offices, wealth managers and CA firms are asked to request a demo. If you want to test the import of your own broker statements first, ask the sales team for trial access during the demo.
Is MProfit good for capital gains and ITR filing?+
Yes, capital gains are a core MProfit feature. It produces ITR-ready reports for stocks, mutual funds, bonds, REITs and InVITs, and it applies LTCG grandfathering, mutual fund tax categories and bonus stripping rules. It also handles corporate actions and off-market transfers. Reports export in formats accepted by Winman, ClearTax and Genius.
Can MProfit export data to Tally?+
Yes. MProfit exports investment transactions as Tally-compatible vouchers and maps asset classes and transaction types to Tally ledger codes automatically. You do not have to post each trade by hand. CA firms get this export with each single-client licence, so they can keep a client's investment books current in Tally.
Which brokers and funds does MProfit import from?+
MProfit says it supports automated import from more than 1,500 financial institutions, including brokers, registrars and PMS/AIF managers. Mutual funds can sync by PAN through an API or come in through CAS statements and CAMS/KFintech files. Equity and F&O trades come from contract notes, which can be forwarded by email. PMS and AIF statements can be uploaded as PDF or Excel.
Is there an MProfit mobile app?+
Yes, MProfit has apps on Android and iOS. The iPhone app was rated 4.5 from 548 ratings on the App Store when checked in October 2026. The apps show portfolio values, F&O positions, asset allocation and maturity or lock-in reminders, and you can lock them with Face ID or a passcode.
Is my investment data safe with MProfit?+
MProfit says it encrypts data at rest and in transit and hosts it on Microsoft Azure cloud infrastructure located in India. The platform goes through independent VAPT audits on a routine basis. MProfit does not sell financial products and shows no ads, so it has no reason to push recommendations based on your holdings.
MProfit vs a broker's free portfolio report: what's the difference?+
A broker report covers only the trades placed with that broker. MProfit combines holdings from several brokers, wealth managers, PMS and AIFs across every PAN in a family, then calculates XIRR and capital gains across all of them. If you have more than one demat account or any managed funds, MProfit gives a single tax and performance view that no broker report gives.
How long does MProfit take to set up?+
MProfit does not publish a standard setup time. Most of the work is loading your history: uploading past broker statements, linking mutual funds by PAN and importing PMS or AIF files. Families with many entities should block time for reconciliation. Family offices and wealth managers are onboarded through a demo with the MProfit team.
What support does MProfit offer?+
MProfit support is based at its Mumbai office. You can email support@mprofit.in, call +91 22 4005 7250, or request a callback between 10:00 AM and 5:30 PM, Monday to Friday. There is also a help centre with written guides and video tutorials, and the support team can connect to your screen through TeamViewer or AnyDesk.
Where is the Mprofit login page?+
Mprofit's login is at https://cloud.mprofit.in, linked from its official website.
How do I sign up for Mprofit?+
New accounts are created at https://mprofit.in/get-started on Mprofit's official site.
Does Mprofit have a mobile app?+
Yes. Mprofit's official website links to its Android and iOS app.
What is Mprofit?+
Mprofit is accounting software by MProfit Software, an Indian company from Mumbai. Investment portfolio and accounting for investors and advisors.
How much does Mprofit cost?+
Mprofit has a free plan. Check the vendor's pricing page for current plans.
Does Mprofit offer a free trial or free plan?+
Yes — Mprofit offers a free plan you can start with.
Is Mprofit made in India?+
Yes. Mprofit is built by MProfit Software, headquartered in Mumbai, Maharashtra.
Who is Mprofit best suited for?+
Mprofit suits startup, small business, smb buyers looking for accounting software.
What are the best alternatives to Mprofit?+
Popular alternatives in accounting software include Zoho Books, Frappe Books, ERPNext. Use App Advisor's compare tool to see them side by side.
How is Mprofit deployed?+
Mprofit is available as a cloud (SaaS) product, with web access.
About MProfit Software
MProfit Software · Mumbai, Maharashtra · Founded 2010 · 1 product in our catalogue · Indian company
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