MProfit provides portfolio management software that helps investors, HNIs, family offices, IFAs, brokers and chartered accountants aggregate multi-asset portfolios across brokers. Its platform can read trade files such as contract notes from 700+ stockbrokers and Mutual Fund CAS statements, reducing manual effort in portfolio management. The company offers both B2C and B2B SaaS offerings and serves customers across 300+ cities. MProfit’s technology is designed to enable consolidated family-level tracking of investments as well as detailed reporting for advisors and intermediaries. In January 2023 the company raised around $2.0M to fast-track deployment of new initiatives. The product suite targets users ranging from individual investors to wealth professionals and family offices.

Total raised

$2M

Funding rounds

1

Latest round

Equity

Latest activity

Jan 2023