MProfit vs AskTheWiseGuy

With MProfit, you can manage & track your investments across a large number of asset classes that seamlessly integrate with MProfit’s comprehensive accounting module. You can import trade data directly into MProfit from 3000+ sources and generate investment & accounting reports to obtain actionable portfolio insights. The MProfit mobile application allows you to access your MProfit data directly on your iOS phone or tablet. All your PMS and F&O data entered in MProfit on your PC or shared with you by your Financial Advisor can be viewed on-the-go using your mobile device, thereby allowing you to stay up-to-date with your portfolio at all times. We have added several user-friendly and informative features to the MProfit mobile app to help you manage your investments effectively including: • Real-time view of your Portfolio valuations across asset classes including Stocks, Mutual Funds, Bonds, FDs, & others • View your Futures & Options portfolio data with live prices, mark-to-market, realised gain, unrealised gain and other related fields • Ability to view data in Portfolios created by you as well as in Portfolios shared with you by your Financial Advisor • Asset allocation charts for all your Portfolios • Transaction details for all transactions you enter into MProfit across asset classes, along with opening and closing balances • Searching for a Portfolio & searching for a specific asset in a Portfolio made easy • Obtain the perfect analytical view of your Portfolio data with easy sorting, filtering and other customisation options • Never miss an important update by enabling push notifications for reminders specific to your Portfolios, including lock-in period expiry, premium due & maturity date • Ability to toggle between Light and Dark modes, dependent on your preference • Secure your data by setting a passcode on your MProfit mobile application (including Touch ID/Face ID)

AskTheWiseGuy App is a central place for personal finance mastery. The mobile app covers different dimensions of how we manage and experience personal finance in our lives, here they are: Learn: Through FREE YouTube videos, the app intends to impart financial wisdom to people who are interested in making a change in national life. Understand: This section intends to deep dive into understanding concepts in a structured manner which is delivered through various courses, depending on the level of their understanding and individual seeks. See: This unique section allows the user to monitor the performance of their portfolio, map and the entire wealth of individual lives on the app. They can also get access to personal documents which were collated on a secured Google Drive folder which are sequentially stored. Act: The most important aspect is getting results that are based on your actions. This section has 3 types of calculators, personalized action points, a link to attend our LIVE Wise Webinars & a link to book meetings with our experts.