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What is Value Research?

Value Research is an advanced platform designed for efficient portfolio management, simplifying the process of monitoring and assessing investments. It enables effortless and automated transaction imports, offers in-depth performance analytics, and allows for side-by-side comparisons, supplemented by detailed tax statements that are prepped for filing. Moreover, it automatically tracks all dividends, bonuses, rights issues, and stock splits, enhancing the overall investment management experience. Users have the capability to monitor and manage their own as well as their family's investment portfolios within one convenient interface, establishing its reputation as the leading portfolio management tool in India. The platform supports a wide variety of investment vehicles, including mutual funds, stocks, NPS, PPF, sovereign gold bonds, and an assortment of fixed income options like InvITs and REITs. With a structured overview of investments, it not only reveals performance metrics but also identifies potential areas needing attention. Additionally, the dashboard offers insights into the categorization of investments and presents important performance indicators over time, complemented by a clear visual history of transactions. This comprehensive approach ultimately equips users with the knowledge necessary to make strategic investment decisions with confidence. In a rapidly changing financial landscape, having such a tool is invaluable for both seasoned investors and novices alike.

What is MProfit Advisor?

MProfit allows users to easily manage all their investment activities from a unified platform. With the ability to import financial data from over 700 brokers and institutions, detailed portfolio reports can be generated, and capital gains can be formatted for income tax returns. This comprehensive tool facilitates the management of a diverse range of asset classes, including stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF. It is available on web, desktop, and mobile devices for both Android and iOS, ensuring accessibility for all users. In addition to managing investments across different categories, MProfit enables users to create individual portfolios and group them for a holistic overview of their holdings. Financial advisors can also utilize the platform to categorize and organize client investments into family-wise and category-wise portfolios. Furthermore, the system simplifies the investment management process by automatically importing contract notes and back-office files for stocks and derivatives from a vast array of brokers. Thus, MProfit not only streamlines investment tracking but also enhances the overall experience for both individual investors and financial advisors, making it an indispensable tool in modern investment management.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$40 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Value Research

Date Founded

1990

Company Location

India

Company Website

www.valueresearchonline.com/my-investments/

Company Facts

Organization Name

MProfit Software

Company Location

India

Company Website

www.mprofit.in/

Categories and Features

Categories and 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

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