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Upload your CAS. Get instant XIRR, Health Score, Fund Overlap, Tax Insights, SIP Simulator, Goal Planner, Market Pulse, NRI Tools — plus AI answers and SEBI-verified advisor matching. All in 60 seconds.
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Three simple steps from CAS upload to expert-level portfolio insights.
Upload Your CAS
Download your Consolidated Account Statement from CAMS or KFintech and upload the PDF. Takes 30 seconds.
Get Instant Insights
XIRR, Health Score, Fund Overlap, Tax Insights, SIP Simulator, Goal Planner, Market Pulse, NRI Tools — all computed in real-time. No waiting.
Connect with Experts
Need personalized advice? Connect with SEBI-verified, fee-only advisors. Compare fees, read client reviews, and book intro calls.
25+ powerful features, one dashboard
Analytics, planning tools, market intelligence, and SEBI advisor marketplace — everything you need to understand, protect, and grow your portfolio.
True XIRR Calculator
Newton-Raphson accurate XIRR that matches Excel to ±0.01%. Know your real returns, not what your bank tells you.
Portfolio Health Score
A 0-100 score across Diversification, Volatility, and Valuation — like a checkup for your money.
Fund Overlap Detector
Discover hidden overlap between your mutual funds. Stop paying double fees for the same exposure.
Benchmark Comparison
Compare your portfolio against Nifty 50, Sensex, Midcap 150, and Fixed Deposits. See the rupee gap on ₹1L.
Sector & Market Cap Breakdown
SVG donut charts showing your Large/Mid/Small Cap split and category distribution. Concentration risk alerts included.
Tax Harvesting Insights
STCG and LTCG estimates for FY 2025-26. Spot tax-loss harvesting opportunities before March 31st.
Fund Quality Scores
A-F grades for every fund based on AMC reputation, consistency, track record, and risk-adjusted returns.
Risk Assessment Radar
5-axis spider chart covering Concentration, Volatility, Sector, Liquidity, and Credit risk dimensions.
Meet Ari. Your AI Portfolio Analyst.
Get instant answers about your investments, tax liabilities, and risk exposure in plain English.
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