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Average Ratings 0 Ratings

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ease
features
design
support

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Description

With minimal lock-in periods, straightforward withdrawal processes, and the potential for increased returns, ELSS emerges as a formidable solution for your investment needs! You can effectively reduce your long-term tax obligations by realizing up to ₹1 Lakh in Long Term Capital Gain (LTCG) annually without any tax implications. Previously, moving away from commission-heavy regular mutual funds was a tedious task, but we've simplified that for you! By signing up for a single account, you can effortlessly manage investments on behalf of your family and relatives. Streamline and monitor your complete Mutual Fund portfolio while ensuring the highest level of privacy protection. Additionally, you can invite your financial advisor to act as a Manager on your Kuvera account to help steer your investment strategies. There are countless motivations to invest—be it purchasing a new car, acquiring a home, or funding your children's education abroad. Kuvera offers a more affordable, quicker, and simpler method for transferring funds and making investments. Our team consists of former money managers and tech experts dedicated to making financial management accessible for everyone. By leveraging our expertise, you're not just investing; you're paving the way for a more secure financial future.

Description

MProfit enables you to effortlessly oversee all your investment activities from a single platform. You can import your financial data from over 700 brokers and institutions, allowing you to access detailed portfolio reports and receive your capital gains formatted for ITR. With MProfit, investments across various asset classes such as stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF can be effectively managed. This versatile tool is accessible across web, desktop, and both Android and iOS mobile devices. Not only can you manage your investments in various categories, but you can also maintain individual portfolios and group them for a comprehensive view of your holdings. Additionally, advisors have the capability to organize client investments into category-wise and family-wise portfolios. The platform also offers the convenience of automatically importing contract notes and back-office files for stocks and derivatives from more than 700 brokers, streamlining the investment management process for users. Overall, MProfit is designed to simplify and enhance the investment tracking experience for both individual investors and financial advisors alike.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$40 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Kuvera

Founded

2016

Country

India

Website

kuvera.in/

Vendor Details

Company Name

MProfit Software

Country

India

Website

www.mprofit.in/

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives

Fund Manager Reviews

Fund Manager

Beiley Software