Upload your Consolidated Account Statement (CAS) and get an instant portfolio health score with detailed analysis — completely free, genuinely useful, and entirely under your brand.
We accept PDF files from CAMS, Karvy, or NSDL. Your data stays private and secure.
This isn't a gimmick. It's a professional portfolio analysis tool that gives prospects real value while giving you a qualified lead with full context.
A single 0-100 score that summarizes portfolio quality, diversification, cost efficiency, and performance relative to benchmarks.
See if your portfolio is properly spread across asset classes, fund categories, and AMCs — or if you're taking unnecessary concentration risk.
Instant check on expense ratios and whether you're overpaying for similar returns available in direct or lower-cost alternatives.
Identify funds with similar holdings that dilute your diversification and create hidden concentration risk.
Compare your portfolio returns against relevant benchmarks and category averages to see if you're getting adequate value.
Get specific suggestions on rebalancing, consolidation, and optimization — with the option to book a consultation to implement them.
The moment your CAS is processed, you'll see a comprehensive health score with detailed breakdowns across five critical dimensions. It's the perfect conversation starter — and a qualified lead with full context for your practice.
Upload your CAS statement now and get your instant portfolio score — completely free, with detailed recommendations.
Upload Your CAS